Member Services Representative

Job Title:  Member Services Representative

Reports to: Operations Sales and Service Supervisor

Classification: Full Time or Part Time Hourly, as assigned.

Job Objectives: Member Services Representatives perform a variety of functions to deliver loans, deposit services, and other services to members.

Job Functions:

  • To assist members in establishing new memberships with the credit union.
  • To respond to inquiries and requests regarding debit cards and credit card accounts.
  • To process loan applications and forward to a loan officer for review and close loans with members.
  • To open, close, respond to inquiries about, and otherwise provide service for share certificate accounts.
  • To open, close, respond to inquiries about, and otherwise provide service for individual retirement accounts.
  • To input data into the credit union data processing system to effect service to members or to insure vital account records are properly maintained and stored.
  • To perform transactions as needed including deposits, withdrawals, transfers, loan payments, money order sales, traveler’s check sales, and other transactions members may require.
  • To perform research in response to member inquiries or management requests.
  • To assist members in filing disputes for ACH, share draft, debit card, and credit card transactions.
  • To take and process wire transfer requests from members, according to established policies and procedures.
  • To post incoming and outgoing wire transfer requests to member and general ledger accounts.
  • To assist members with ordering account access devices, including debit cards, credit cards, PINs, and checks.
  • To assist members with establishing, unlocking, or other requests for support for the credit union internet banking service.
  • To gather data and prepare reports as instructed by management.
  • To review daily reports and take necessary action according to established procedures.
  • To actively sell/offer appropriate credit union products and services to members.
  • To assist with mentoring and training other staff as directed by the VP/Lending or other members of management.
  • To perform other duties as assigned by the Operations, Sales and Service Supervisor or other members of management.

Education and Skills required:

  • High school diploma required.
  • Must be able to communicate effectively and should possess good reading, writing, and math abilities.
  • Must be able to operate standard office equipment and be competent in the operation of a computer terminal and software required to perform job duties.
  • Must be able to work accurately with minimal supervision.
  • Must be able to manage multiple tasks concurrently.

Experience Required:

  • 12 months work experience in a credit union or other financial institution is required.
  • Experience in selling or servicing of financial services is preferred.
  • Thorough knowledge of laws and regulations governing deposit services is required.

OEFCU offers a competitive salary and incentive program. 

If you are interested in applying, please e-mail your cover letter and resume to Jen Berg, at jberg@oefcu.com.

Posted in Compliance, Compliance News.