Member Services Representative, Credit Union

The Member Services Representative serves as a primary liaison between Vanderbilt Credit Union and its members, providing exceptional service and resolving concerns with professionalism and efficiency.

Requirements

• Welcome members and prospects to the credit union in a professional manner
• Provide prompt, efficient, and accurate service in the processing of transactions
• Respond to members’ requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance
• Open new accounts and service existing accounts
• Cross-sell credit union products and services to meet the member’s needs
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members
• Maintain a helpful outlook
• Mail receipts and checks to members as indicated by policy and procedure
• Assist members in balancing their accounts, proper completion of payroll deduction and direct deposit cards
• Research accounts for deposit, withdrawal, and loan‐payment discrepancies
• Provide financial education to members
• Operate in compliance with laws and regulations and adhere to banking compliance guidelines
• Update job knowledge on types of transactions
• Maintain and update account records
• Assist members at the teller line as needed
• Provide mentoring and coaching to support and develop staff
• Provide other job duties as assigned by the President