Member Services Representative

Job Description

Job Description

Responsibilities include:

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems within his or her authority to resolve.
• Identify cross-sell opportunities and cross-sell services to members.
• Handles transactions on teller line as needed.
• Ensures appropriate records are maintained and required reports are prepared.
• Act as liaison between members and various departments.
• Maintain member account information on computer system.
• Provide service to members waiting in lobby, answer the telephone, and respond to online messages.
• Ensure compliance with all applicable credit union policies and procedures.

Experience: Two years of similar or related experience.

Education: A high school education or GED.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• High school or equivalent (Preferred)

Experience:

• Financial services: 1 year (Required)

Work Location: In person

CGR Credit Union is a modern full-service financial institution with products and services to help members save, spend, borrow and maintain financial health. We are here to help our members reach their financial goals whatever they may be. Central Georgia Regional Credit Union was founded over 50 years ago by hospital executives and employees. Since 1971, CGR has grown to serve over I3,OOO members in the
central Georgia market that are primarily healthcare professionals, employees, and their families.

Company Description

CGR Credit Union is a modern full-service financial institution with products and services to help members save, spend, borrow and maintain financial health. We are here to help our members reach their financial goals whatever they may be. Central Georgia Regional Credit Union was founded over 50 years ago by hospital executives and employees. Since 1971, CGR has grown to serve over I3,OOO members in the\ncentral Georgia market that are primarily healthcare professionals, employees, and their families.