member service representative

Planet Fitness

<div>**Job Title: Member Service Representative**

**Job Description:**

We are seeking a dedicated and customer-focused Member Service Representative to join our team. As a Member Service Representative, you will play a crucial role in providing top-notch service and support to our valuable members. Your exceptional communication skills and commitment to customer satisfaction will help ensure a positive and seamless experience for every member interaction.

**Key Responsibilities:**
<ul><li>Respond promptly and professionally to member inquiries via phone, email, and in-person, providing accurate information and assistance with a friendly demeanor.</li><li>Resolve member issues and concerns efficiently, escalating complex problems to the appropriate department when necessary.</li><li>Process memberships, renewals, cancellations, and provide assistance with any related procedures.</li><li>Update member accounts and records accurately in the database, ensuring all information is current and complete.</li><li>Educate members about the organization&rsquo;s products, services, and benefits to maximize their experience and satisfaction.</li><li>Participate actively in team meetings and training sessions to stay updated on company policies and service procedures.</li><li>Contribute to the achievement of departmental and organizational goals by meeting or exceeding individual performance metrics.</li><li>Maintain confidentiality and security of member information at all times.</li></ul>

**Qualifications:**
<ul><li>High school diploma or equivalent; additional education or certifications in customer service is a plus.</li><li>Proven experience in a customer service role or similar position.</li><li>Strong interpersonal and communication skills, with a passion for providing excellent service.</li><li>Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.</li><li>Proficiency in using computer systems, databases, and MS Office applications.</li><li>Positive attitude, professional demeanor, and a team-oriented mindset.</li><li>Flexibility to work varying shifts, including some evenings and weekends as needed.</li></ul>

**What We Offer:**
<ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional growth and development within the company.</li><li>A supportive and inclusive work environment that values diversity.</li><li>Employee recognition and reward programs.</li></ul>

Join our team and make a difference by delivering exceptional service to our valued members. If you are a motivated individual with a passion for helping others, we want to hear from you! Apply today to become a Member Service Representative and embark on a rewarding career with us.</div>

Member Service Representative

<div>Job Title:** Overnight Member Service Representative

**Location:** Weslaco, Tx

**Company:** Planet Fitness

**Job Type:** Full-Time/Part-Time

**Job Summary:**We are seeking a dedicated and enthusiastic Overnight Member Service Representative to join our team. The ideal candidate will be responsible for providing exceptional customer service to our members during overnight hours. You will assist with inquiries, resolve issues, and support our members in a professional and friendly manner.

**Key Responsibilities:**

- Respond to member inquiries via phone, email, and chat, providing accurate information and support.- Assist members with account-related questions, transactions, and issue resolution.- Process member requests, including new memberships, cancellations, and updates to member information.- Handle transactions efficiently while maintaining a high level of accuracy and confidentiality.- Collaborate with other departments to resolve complex issues and enhance the overall member experience.- Maintain records of member interactions, transactions, comments, and complaints using our customer relationship management system.- Uphold company policies and procedures while demonstrating a commitment to customer satisfaction.- Monitor account activity for potential fraud and report suspicious activities to the appropriate management.- Provide feedback and suggestions to improve service delivery and team performance.- Participate in training and professional development sessions to stay updated on product and service offerings.

**Qualifications:**

- High school diploma or equivalent- Previous experience in customer service or a similar role, preferably within the financial or membership services industry.- Excellent communication skills, both verbal and written.- Strong problem-solving skills and the ability to think critically under pressure.- Proficient in using computer systems, databases, and customer relationship management software.- Ability to navigate challenging customer interactions with empathy and professionalism.- Flexibility to work overnight shifts, including weekends and holidays.
<ul><li>Must be 18 years of age or older.</li></ul>

**Benefits:**

- Competitive salary and performance-based bonuses.- Health, dental, and vision insurance options.- Opportunities for professional development and growth.

**How to Apply:**If you are passionate about providing outstanding member service and thrive in a fast-paced environment, we encourage you to apply. Please submit your resume and a cover letter outlining your experience and qualifications through indeed.com

**Planet Fitness is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.**</div>

Overnight Member Service Representative

United States Senate Federal Credit Union

<div>Job Description: 
 
Shift: Mon,Tue,Wed,Thu,Fri 
Mission:
In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.
Culture Competencies: S.T.R.I.V.E<ul><li>
Maintains our members' and employees' trust by safeguarding their financial data and information.</li><li>
Values and respects everyone's abilities, opinions and feedback to achieve trust, safety, and well-being in a friendly, welcoming and cooperative environment. Actively devoted to our motto of 'better together'.</li><li>
Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.</li><li>
Generates new ideas, supports change, provides new efficient solutions and solves problems creatively while balancing risk.</li></ul>
General Summary
The primary purpose of this position is to assist USSFCU in living out our cultural values of relationship and service focused as we create and maintain authentic and genuine relationships with members and employees. Under general supervision, but in accordance with established policies and procedures, provides quality service to all members via the call center channel with a positive and helpful demeanor. The MSR I determines member needs, promotes and refers the appropriate products and services. Opens new accounts and shares while building rapport with the member as a trusted financial partner in order to build the member relationship. Assists members in identifying account issues and provides resolution. Works with the Call Center Team to achieve and exceed prescribed sales and service goals.
Major Duties &amp; Responsibilities<ul><li>
Represents the Credit Union in a courteous, engaging, professional manner and provides excellent member service to both members and internal teammates. Is efficient, results driven, and accurate. Understands the impact of their behavior and performance on the credit union, the members, potential members and teammates.</li><li>
Able to navigate through multiple computer applications and screens, while simultaneously engaging with members either in person or by phone. Utilizes other channels such as email or chat to communicate with members. Performs file maintenance and processes changes on member accounts, to include but not limited to, address changes and name modifications. Able to problem solve and find solutions.</li><li>
Conducts consultative interviews and actively listens in order to assess member's financial needs. Identifies products and services appropriate to the members' situation. Opens new accounts accurately and promptly.</li><li>
Is accountable to ensure that any exceptions and errors are minimal. All exceptions and errors promptly addressed and corrected.</li><li>
Provides accurate information as they assist members with all general inquiries regarding accounts, products and services. As appropriate, advises members of regulations applicable to these policies and procedures.</li><li>
Processes member electronic transaction requests such as share to loan payment transfers, check orders, etc. Responds to member inquiries regarding account errors, discrepancies or other concerns. Provides solutions for the immediate situation as well as to help prevent possible recurrence of the same issue.</li><li>
Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization. Completes assigned training initiatives as required within the prescribed timeframe.</li><li>
Works with other team members and departments to provide assistance and resolution to member inquiries.</li><li>
Works 'Better Together' with other team members to promote teamwork, unity, and consistent operations. Works with the credit union team to meet and exceed departmental and organizational goals as well as any assigned individual goals. Is results driven, possesses a high sense of urgency and is self-motivated to succeed. Able to multitask, requiring good organizational skills.</li><li>
Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: the Credit Union Bylaws, Credit Union Code of Conduct, Credit Union Employee Guidebook, Bank Secrecy/Anti-Money Laundering Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting Act.</li><li>
Ability to perform duties defined in Credit Union Security Program and Disaster Recovery Plans.
</li></ul>Non-essential Duties &amp; Responsibilities
<ul><li>Performs other duties as assigned.</li></ul> 

Experience and Skills:
Education and Experience: Bachelor's degree or High school diploma/equivalent and 1-year general work experience in a call center or customer service-based environment. Knowledge of consumer lending, or new account opening in a financial setting are preferred, but not required.
Skills: Knowledge of PC applications including word and excel are required. Good organizational skills, the ability to multi-task and attention to detail are required.
Communication: Requires excellent interpersonal skills, the ability to communicate through multiple channels and the ability to listen to member needs and to advise appropriate Credit Union products and services.
Location: Remote opportunities in the following states ONLY: MD &amp; DC (Minimum $47,772.01 - $71,658.01), VA, CT, NC, SC, LA, TX, FL; Chicago, IL ($43,088.48 - $64,632.71); Somerville, MA ($45,898.59 - $68,847.89).
Supervisory: None Required.
Time in Service: None Required.
Benefits: Health Insurance including Medical, Dental, Prescription, Vision, 401(k) Retirement Plan, Incentive bonus, 12 Holidays, 15 Vacation days, 9.75 Sick days, Flexible Spending Account, Life Insurance, Free parking or Metro Smart Benefits and Tuition reimbursement.
Equal Opportunity Employer/Veterans/Disabled
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of disability. 
 
From: United States Senate Federal Credit Union</div>

Member Service Representative - Contact Center

Eastman Credit Union

<div><div>Summary:
 
Answer incoming service calls ensuring first-call resolution; perform member inquiries and transactions while providing the highest quality member service experience. Operate within a high-volume call environment to answer member questions and perform various member service transactions with a high degree of accuracy and in accordance with ECU policies and procedures.</div>
<div> 
Essential Duties and Responsibilities</div>
Assist with a broad range of questions and issues with a high degree of accuracy, efficiency, courtesy, confidentiality, and professionalism <ul><li>- resulting in an organizational culture that provides value-added services that meets and exceeds the expectations of our members.</li>
<li>Adhere to and maintain all expectations laid out within the Contact Center Specialist Job Expectation Worksheet.</li>
<li>Provide ECU members with product and service information to meet their needs &amp; promote usage of other ECU services as appropriate.</li>
<li>Adhere to Service Excellence Expectations in dealing with members and staff. Communicate and respond to inquiries, issues, voicemails, and emails to maintain a positive relationship.</li>
<li>Maintain thorough knowledge of ECU products and services, as well as related guidelines and procedures.</li>
Serve as a role model for co-workers <li>- professionalism, attitude, reliability, etc.</li>
<li>Make quick decisions in adherence to procedures while using good judgement.</li>
<li>Proficiency in systems related to providing service (i.e., Fiserv DNA, Instant Open, Clean Entry, Dealer Track, DocuSign, NCR, Visa DPS, Harland, IS Research, Nautilus, CUBUS, Velocity, Meridian Link, Lexis Nexis, Repay, Vertifi, JD Power, Fed Reserve, WireXchange.</li>
<li>Perform more complex member service transactions and inquiries, including but not limited to:
<ul><li>Account Maintenance: For adding beneficiaries and joint owners, complete all pertinent information for the account information update form.</li>
<li>Credit Card Balance Transfers</li>
<li>Card Services Plastic Card Block / Reorder Form</li>
<li>Card Services Travel Memo Form</li>
<li>ACH Loan Payment Telephone Request: Gather pertinent information from member, review disclosure information, and submit payment.</li>
<li>Closing Accounts: Close member accounts as well as lines of credit. This includes DocuSigning for appropriate signatures and performing all account maintenance following the closure.</li>
<li>Certificate of Deposits (New, Maintenance, and Close): Open, close and perform maintenance of certificates of deposit.</li>
<li>Wire Transfer: Complete applicable forms and perform system transactions.</li>
<li>Mobile Deposit: Complete deposit increase forms.</li>
<li>Harland: Checking ordering through DNA. Research check orders, place check orders, and change information and details on checks.</li>
<li>Overdraft Protection/Overdraft Protection Plus: Adding ODP, complete the subsequent form via DocuSign. Once returned by the member, add ODP to the members account in DNA. Adding ODPP complete the overdraft protection plus opt in form and once the member qualifies the ODPP will be turned on. Also, research the account to determine what is available and when it will be available after going from negative to a positive balance.</li>
<li>Address Change: Walk member through online banking or utilize Lexis Nexis to verify and update address.</li>
<li>Loan Decision: Review information within ECU's consumer loan origination system to determine if decisions can be given verbally or the member needs to be transferred to the assigned loan officer.</li>
<li>Calculating Loan Payments: Utilizing provided calculator, determine estimated loan payments for members inquiring about loan products.</li>
<li>Electronic Signatures: Depending on request, send documents to member for signature through ECU's electronic signature capture solution. This could include: Member service documents, autopay, stop payments, written statements, automatic credit authorization, certificate of deposit, affidavit of forgery, etc.</li>
<li>Total Loss: Completion of Total Loss Notification after notification from borrower or insurance.</li>
<li>Title Release: Submit requests for release of title for collateral.</li>
<li>Payment Change Request: Determine if loan meets criteria for a payment change and complete applicable form for submission.</li>
<li>Payoff Request: Provide loan payoff amounts via phone, mail, email, and DocuSign.</li>
<li>Skip-A-Pays: Determine eligibility for loan Skip-A-Pays and complete necessary steps to complete the process.</li>
</ul></li></ul>Requirements: Contact Center Specialist</div>

Contact Center Specialist-49035

Sandia Area Federal Credit Union

<div>Location: Kirtland Airforce Base
<div>Schedule of Work: (not a remote or hybrid position) 
<ul><li>Monday to Friday: 8:30 AM to 5:30 PM</li><li>Rotating Saturday: 9:00 AM to 1:00 PM</li></ul>
Please note that this schedule is subject to change as needed.</div>
As a valued full-time team member, you'll enjoy fantastic benefits that promote your health and well-being:<ul><li>
Comprehensive Medical, Dental, and Vision Insurance</li><li>
Paid Short-Term Disability, Life Insurance, and AD&amp;D</li><li>
Holiday Pay, Vacation, Birthday, Floating Holiday &amp; Sick Leave</li><li>
Tuition Reimbursement for Professional Development</li><li>
401(k) Plan with Employer Match</li><li>
Pension Plan for Long-term Security</li><li>
Exciting Opportunities for Career Advancement</li><li>
We&rsquo;re here to support your growth and well-being!</li></ul>
Overall Job Purpose
At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization.
As a Member Consultant at Sandia Area, you are responsible for delivering excellent service while maintaining personal accountability in your actions and behaviors. By prioritizing member satisfaction and operational efficiency, you directly contribute to the organization&rsquo;s mission of strengthening financial well-being for our members and community. You are entrusted to uphold our values in every interaction, ensuring trust, accuracy, and a focus on service excellence.
Reporting directly to the Assistant Branch Manager, the Member Consultant is responsible for engaging members in consultative financial discussions and providing tailored solutions to meet their financial needs. This role requires proficiency in processing transactions, handling cash securely, maintaining compliance with regulatory requirements, and delivering high-value financial services. The Member Consultant contributes to the branch team by building strong member relationships, deepening financial engagement, and continuously expanding their expertise in financial products and services to enhance the overall member experience.
Relationship Building &amp; Consultative Services<ul><li>
Build and maintain strong member relationships through genuine, consultative conversations that uncover financial needs and opportunities.</li><li>
Educate and advise members on products and services, including checking, money and savings accounts, credit cards, unsecured &amp; auto loans, and digital banking solutions, ensuring alignment with their financial goals.</li><li>
Utilize credit bureau analysis and member financial data to identify solutions that support members&rsquo; financial growth.</li><li>
Guide members through the loan application process, ensuring an efficient, service-oriented experience.</li><li>
Support financial literacy initiatives by providing educational resources and guidance to help members achieve long-term financial success.</li><li>
Execute the new member onboarding process with care, ensuring a seamless transition into Sandia Area&rsquo;s banking services.</li><li>
Foster collaboration within the branch team to create an inclusive and supportive service environment.</li><li>
Meets or exceeds individual performance goals by delivering exceptional service, following established processes, and proactively identifying member needs to support branch success.</li></ul>
Transaction &amp; Account Support<ul><li>
Perform a wide range of financial transactions with accuracy, including deposits, withdrawals, transfers, and payments while ensuring compliance with internal and regulatory policies.</li><li>
Assist members with account maintenance, including new account openings, business accounts, money market accounts, wire transfers, and account updates.</li><li>
Leverage technology to enhance the member experience by promoting digital banking solutions and self-service options.</li><li>
Ensure secure and compliant handling of member information.</li></ul>
Branch Operations<ul><li>
Maintain cash integrity by following established cash handling policies, including cash drawer &amp; check balancing, transaction &amp; service product logging, and security procedures.</li><li>
Participate in branch opening and closing procedures, ensuring operational readiness and compliance.</li><li>
Maintain detailed records of transactions, documentation uploads, and other operational activities to ensure audit-readiness.</li><li>
Contribute to the branch&rsquo;s overall success by upholding efficiency, security, and process improvement initiatives.</li><li>
Demonstrate flexibility by performing various functions within the branch, ensuring smooth operations and a positive member experience.</li></ul>
Required of all Sandia Area employees<ul><li>
Demonstrate a strong commitment to upholding the organization&rsquo;s mission, vision, and values in all interactions and responsibilities.</li><li>
Represent the credit union with professionalism, integrity, and ethical conduct at all times.</li><li>
Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards.</li><li>
Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union&rsquo;s mission and service philosophy.</li><li>
Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all member interactions.</li><li>
Maintain the confidentiality and security of member information, records, and sensitive data, in compliance with credit union policies and regulatory requirements.</li><li>
Undergo background and credit checks as required by federal and state regulations.</li><li>
Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations.</li><li>
Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the branch and the organization.</li><li>
Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices.</li></ul>
Knowledge, Skills, and Abilities (KSAs)<ul><li>
Expertise in member engagement, financial consulting, and transactional services with a strong understanding of financial institution operations and compliance.</li><li>
Ability to analyze financial information, interpret credit reports, and provide appropriate banking recommendations tailored to member needs.</li><li>
Proficiency in executing financial transactions with a high degree of accuracy, integrity, and attention to detail.</li><li>
Ability to explain and recommend financial products using a consultative, member-first approach that prioritizes financial well-being.</li><li>
Exceptional time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment.</li><li>
Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities.</li><li>
Strong interpersonal and member service skills to cultivate meaningful relationships and deliver exceptional member experiences.</li><li>
Adept at learning and utilizing new banking technologies, systems, and processes to enhance service delivery and operational efficiency.</li><li>
Thorough understanding of regulatory compliance requirements and a demonstrated ability to adhere to established policies and procedures to ensure operational integrity.</li><li>
Analytical and problem-solving skills to effectively resolve member concerns and operational challenges.</li><li>
Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing branch environment.</li><li>
Ability to perform essential branch operations</li><li>
Must be able to transition from station to station as needed to serve members and lift up to 15 lbs.</li></ul>
Education and Experience Requirements<ul><li>
High school diploma or GED required.</li><li>
Minimum of one year of customer service, financial services, or sales, preferably within a credit union or banking environment.</li><li>
Experience handling financial transactions and cash, demonstrating accuracy and compliance with security protocols.</li><li>
Working knowledge of credit union operations, financial products, and industry best practices.</li></ul>
*** Please submit an employment application to www.sandia.org/careers ***
Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer.
SAFCU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</div>

MEMBER CONSULTANT

Summit Federal Credit Union

<div>STATUS: Full time / Non-Exempt
REPORTS TO: Branch Manager
LOCATION: Syracuse Region, Seneca Falls, and Cortland
HOURS: 37.50 hours per week
COMPENSATION: The starting hourly wage for this position is expected to be around $22.00-23.00** per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law.
SCHEDULE: Monday 8:30 &ndash; 4:30 / Tuesday 8:30 &ndash; 4:30 / Wednesday 9:30 &ndash; 4:30 / Thursday 8:30 &ndash; 5:30 / Friday 8:30 &ndash; 6:30 / Saturday 8:30 &ndash; 1:30<ul><li>Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.</li></ul>
**This position is a floating role that travels 45-minutes between our branches. In addition to compensation, we compensate for mileage when traveling the 45-minute distance.
Position Overview
The primary function of the Floating Member Service Specialist (MSS) is to uncover members&rsquo; needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union&rsquo;s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Buffalo region.
Essential Functions
Member Service Desk:<ul><li> Promote and cross-sell credit union products and services that best suit our members&rsquo; needs.</li><li> Meet sales goals as determined by management.</li><li> Initiate contact with members to discuss unaddressed needs.</li><li> Ask for business referrals from satisfied members.</li><li> Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.</li><li> Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc.</li><li> Responsible for balancing daily work.</li><li> Build in next steps with members to address future needs.</li><li> Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.</li><li> Adhere to credit union and departmental policies and procedures.</li><li> Update and document information learned about members on the system.</li></ul>
Teller Station:<ul><li> Accurately process transactions.</li><li> Adhere to credit union policies and branch/departmental procedures.</li><li> Make appropriate and timely suggestions about products and services to members.</li><li> Make effective referrals to other specialists when appropriate.</li></ul>
Other<ul><li> Update and document information learned about members on the system.</li><li> Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.</li><li> Assist in various duties upon management&rsquo;s request.</li><li> Participate in special projects as assigned by management.</li><li> Work overtime when requested by management.</li></ul>
Qualifications
Education/Experience: An equivalent combination of the following:<ul><li> High School Diploma/Equivalency required.</li><li> Minimum one-two years&rsquo; prior Teller experience.</li></ul>
Skills<ul><li> Strong math and keyboarding skills.</li><li> Effective communication skills, including listening skills, to build relationships and member loyalty.</li><li> Excellent interpersonal skills to create positive member experience.</li><li> Ability to cross-sell products and services.</li><li> Strong attention to detail and excellent organizational skills.</li></ul>
Working Environment<ul><li> Must be able to sit and or stand for an extended period of time in a normal office environment.</li><li> Occasional lifting required.</li></ul>
Licensure Requirements<ul><li> In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute&rsquo;s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.</li></ul> 
EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.<ul><li>Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.</li></ul></div>

Floating Member Service Specialist (Full Time)

Prairie Ridge Health

<div>We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

SUMMARY:

Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials&rsquo; mission and Core Values. They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels. These team members will engage directly in promoting financial education and success by identifying and learning about our member&rsquo;s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
<ul>
<li>Member Engagement: Cultivate strong relationships with members to understand their financial needs. Promote credit union products and services in a professional and knowledgeable manner, empowering members to make informed decisions.</li>
<li>Member Experience: Ensure an exceptional member experience by delivering personalized and attentive service. Address member inquiries and concerns promptly, fostering a positive relationship.</li>
<li>Membership Growth: Proactively identify and pursue opportunities to expand our membership base. Develop and implement strategies to attract new members.</li>
<li>Deposit Growth: Drive deposit growth through effective relationship building with existing and potential member. Provide personalized financial guidance to encourage members to maximize their deposits.</li>
<li>Operational Expense Reduction: Exercise due diligence to prevent fraud and minimize credit unions losses. Implement proactive measures to identify and address potential risks ensuring operational efficiency and financial stability.</li>
<li>Cross-Functional: Demonstrate flexibility by efficiently balancing responsibilities between teller line and platform services based on member demand.</li>
<li>Member Outreach: Proactively reach out to members to enhance relationships and address their financial needs.</li>
<li>Branch Support: Collaborate with branch operations to assist with daily tasks including branch opening and closing procedures and resolving teller outages.</li>
<li>Transaction processing: Handle personal and business accounts transactions, such as deposits, transfers, withdrawals, credit card cash advance, loan payments and more.</li>
<li>Teamwork: Collaborate effectively with team members to achieve shared goals and enhance overall member experience.</li>
<li>Self-Development: Build and maintain knowledge of Addition Financial products and services and actively engaged to stay informed about industry trends and evolving financial products.</li>
<li>Additional Duties: Perform other duties as assigned</li>
<li>And other department wide projects and tasks as assigned.</li>
</ul>
 REQUIREMENTS

Education:
<ul>
<li>High School diploma or equivalent</li>
</ul>
Experience:
<ul>
<li>Minimum of 1+ years of experience in a sale/ or member service role and cash handling experience</li>
<li>A service-oriented, people-first mindset and commitment to exceeding expectations.</li>
<li>Genuine willingness and eagerness to learn, improve and teach others.</li>
<li>Excellent listening, verbal, and written communication skills.</li>
<li>Outgoing personality with a strong desire to assist members.</li>
<li>Proficiency in accurately processing transactions and requests.</li>
<li>Strong oral and written communication skills, ability to speak and write clearly and effectively, must be able to communicate with courtesy, tact, and diplomacy especially with those who have different perspectives, experiences, and backgrounds.</li>
<li>Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.</li>
<li>Genuine willingness and eagerness to learn, improve and teach others.</li>
</ul>
Any applicable system or program knowledge:
<ul>
<li>Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.</li>
</ul>
This is a full-time role working a minimum of 40 hours per week with availability Monday &ndash; Saturday based on need.

OTHER CHARACTERISTICS OF THE POSITION:

Physical Demands:
<ul>
<li>Sitting for long periods at a time.</li>
<li>Regularly required to talk or listen.</li>
<li>Occasional lifting of office supplies up to 20 lbs.</li>
<li>Vision abilities including close vision and ability to adjust focus.</li>
</ul>
Mental Demands:
<ul>
<li>Must understand and follow a set of clear oral and/or written procedures without deviation.</li>
<li>Performs repetitive routine tasks.</li>
<li>Withstand moderate amounts of stress.</li>
<li>Must adhere to a provided work schedule to meet a set of qualitative production standards.</li>
<li>Perform tasks that vary little from day to day.</li>
<li>Implements others&rsquo; decisions/procedures with little judgment required.</li>
<li>Must relay information orally.</li>
</ul>
WORKING WITH US:

We&rsquo;re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people&rsquo;s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including: 

<ul>
<li>401k with profit sharing contribution</li>
<li>Comprehensive medical, dental and vision coverage from leading insurance providers</li>
<li>Continuing education and up to $5,000 in tuition assistance annually</li>
<li>Generous vacation and sick pay</li>
<li>Paid parental leave and volunteer time off</li>
<li>Major holidays off including Federal holidays that many other industries don't observe</li>
<li>Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts</li></ul> 


At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member&rsquo;s diverse viewpoints and work together so that everyone&rsquo;s voices are heard. So, if you&rsquo;re ready to take your career to the next level, Count Us In&reg;. 
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Relationship Advisor Full-Time (Liberty)

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