Member Service Representative | River City FCU | 3 Openings


Member Service Representatives develop and maintain positive financial relationships with members and potential members while providing excellent service. This role assists members in-person and by phone with their banking needs, including opening new accounts, submitting and processing loan applications, responding to questions and problems, executing a variety of financial transactions, involving cash and other negotiable instruments, financial education and providing members the appropriate products and solutions to meet their needs.

Essential Functions & Responsibilities:

  • Assisting members with their credit union products and services including problem resolving and educating members on how to improve their financial well-being.
  • Conducts a high quality loan interview to obtain in depth knowledge of member’s financial picture by reviewing the member’s credit report and providing guidance.
  • Processes member financial transactions, sells and negotiates monetary instruments as directed and maintains specialized accounts and services.
  • Handles incoming and outgoing member contact by phone in a timely manner. Supports marketing initiatives. Makes outbound calls to existing members.
  • Accurately prepares necessary documents and archives them correctly and safely.

Knowledge & Skills:

  • Experience: 1 – 3 years of similar or related experience. Bilingual proficiency in English and Spanish required.
  • Education: High school education or GED equivalent.
  • Interpersonal Skills: A significant level of trust and diplomacy is required. Fosters trusting relationship with members.
  • Other Skills: Ability to multitask in a fast-paced environment. Detail oriented. Professional telephone demeanor and ability to perform with minimum supervision.

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