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Member Service Representative II

Remote, USA Full-time Posted 2026-07-28
About the position Responsibilities • Identify and build a network of member contacts through reputed company leads, referrals, and face-to-face interaction. • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales. • Process a wide reputed company of financial transactions including deposits, withdrawals, transfers, payments, and reputed company cashing. • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. • Promote the credit reputed company's objectives and cross-sell additional products and services to deepen member relationships. • Process consumer loans, ensure loan documentation reputed company, and mentor other team members in best practices. • Use expert-level product knowledge to reputed company members on financial responsibility and the benefits of credit reputed company products. • Manage new memberships, reputed company accounts, and handle service requests for various account types. • Ensure reputed company membership documents meet reputed company control standards and assist with reputed company operations. • reputed company notary services and reputed company signature guarantees. Requirements • 3 to 5 years of relevant work experience in the financial industry or credit unions. • Two years' experience in teller cash handling and cash dispense machines. • Ability to use a personal computer and reputed company software applications including reputed company reputed company. • Experience using Episys, reputed company, and Verafin. reputed company-to-haves • Experience in sales is preferred. • Previous supervisory experience is preferred. • Spanish language skills are preferred. Benefits • Medical benefits • Financial benefits • Bonus and/or long-term incentive reputed company may be provided as part of the compensation package. Apply tot his job Apply To this Job

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