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Member Services Representative
Georgia's Own Credit Union. Provide telephone service to members regarding savings accounts, checking accounts, loans, Savings Certificates, IRA accounts, VISA, Online Banking, Bill Pay, A2A, P2P, ATM and Debit Cards .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in managing member accounts, including savings and checking accounts, while ensuring compliance with the SAFE ACT and maintaining accurate documentation. Excels in communication and problem-solving to effectively assist members with various banking services and technology-related issues.
Highest-signal resume keywords
Account ManagementSAFE ACT ComplianceVerbal Communication SkillsBasic Math SkillsTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account OpeningLoan ProcessingDividends CalculationTransaction ProcessingCredit Report PullingOnline Banking TroubleshootingPIN ResettingFraud Case ResolutionDocument Management
Soft Skills
Organizational SkillsAbility to Follow DirectionsMember Interaction Management
Tools & Technologies
Client Central WorkstationPC Proficiency
Certifications & Qualifications
NMLS Registration
Industry Keywords
Credit UnionSavings AccountsChecking AccountsLoansVISAOnline BankingBill PayATM CardsDebit Cards
About the role
Key responsibilities & impact- Provide telephone service to members regarding savings accounts, checking accounts, loans, Savings Certificates, IRA accounts, VISA, Online Banking, Bill Pay, A2A, P2P, ATM and Debit Cards
- Inform members about account information, rates, processes, products, services, promotions, contests and Credit Union happenings
- Open and maintain savings and checking accounts, including ATM/VCC, overdraft protection and payroll deductions
- Calculate and explain dividends, account activity, statements and loan information
- Process savings withdrawals, transfers, VISA payments, loan payments and loan advances
- Pull credit reports and obtain supervisor approval for new checking accounts when required
- Assist members with check orders, replacement cards, lost or stolen cards, PINs and microfilm requests
- Troubleshoot Online Banking enrollment, connection and processing issues
- Reset passwords, unlock accounts and escalate issues to the e Services Team when necessary
- Use Client Central Workstation to troubleshoot card and transaction issues, reset PIN attempts, manage transaction exceptions, resolve fraud cases and remove card restrictions
- Research and resolve member requests and account problems by telephone
- Maintain accurate account files and document cases
Requirements
What you’ll need- High School Diploma or Equivalent
- One to Two years work of related experience
- Excellent verbal communication skills for telephone member contact
- Strong basic level math skills
- Proficient use of PC and all technology required for job function
- Ability to take direction and follow through on assigned tasks
- Excellent organizational skills
- Ability to work in a team environment
- Ability to deal with member reaction in adverse situations
- Must comply with all requirements under the SAFE ACT for lending responsibilities
- NMLS registration pertaining to the SAFE ACT must be kept current
- Must notify the Credit Union within 30 days of changes needing reflection on the NMLS registry
Benefits
Comp & perks- Participation in the Member Services Incentive Program
- Medical insurance
- Dental insurance
- Vision insurance
- 401(K) company match
- Flexible hybrid work arrangement
- Necessary tools and technology for working from home or the office