Member Service Representative

4 weeks ago


Numbla Vale, Australia APGFCU Full time
Job Summary

We are seeking a highly motivated and customer-focused Member Service Generalist to join our team at APGFCU. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting credit union products and services, and driving business growth.

Key Responsibilities
  • Provide personalized service to members, analyzing their needs and matching them with the right products and services.
  • Develop new business through outbound calls, cross-selling, and upselling credit union products and services.
  • Process teller transactions, open new accounts, and complete various savings and loan-related services.
  • Review member account problems and make determinations on refunding fees and charges within authority.
  • Perform routine maintenance on deposit accounts, certificates of deposit, and individual retirement accounts.
  • Accurately perform teller transactions and balance daily activities.
  • Verify and balance cash drawer and assist with branch and negotiable item settlement.
Requirements
  • High School Diploma or equivalent with additional specialized training equivalent to two years college.
  • One year sales experience required, with one to two years financial services experience preferred.
  • Knowledge of financial institution products and services, skills in communications, customer service, human relations, on-line computers, and business math.
  • Ability to work independently and as part of a team, problem solve, and multitask.
Working Conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



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