Member Service Representative
$18 - $24.3 per hourHorizon Credit Union
Job Type
Full-time
*This figure shown represents the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate's experience, education and skill level. BENEFITS Our goal is that you feel successful, supported, and balanced in all aspects of your life! To assist with this we offer:
- Medical, Dental & Vision Insurance for full-time and reduced full-time employees and their families
- Telemedicine for part-time employees
- Paid Group Life and Disability Insurance
- Employee Assistance Program
- Tuition Reimbursement Program
- 401K Retirement Savings
- Employer 401K Retirement Contributions & Matching upon eligibility
- Discretionary Annual Incentive Bonus based on eligibility criteria
- Paid Time Off per Full Calendar Year:
- 10 hours of PTO per month (prorated for reduced full-time and part-time)
- Paid Birthday Holiday
- Paid Wellness Days
- Up to 24 hours of Paid Volunteer Time annually
- 11 Paid Holidays
- And More!
RESPONSIBILITIES OF THE MEMBER SERVICE REPRESENTATIVE Member Experience
- Responsible for ensuring each interaction creates a positive member experience while providing relevant solutions to improve the financial and personal well-being of the member.
- Verify cash transactions using the three-count rule, accurately record cash activity within the core system, and consistently balance cash drawers in accordance with Horizon's balancing standards.
- Process loan payments, maintain basic accounts (including CDs, money markets, and share accounts), and complete IRA/HSA transactions, ensuring accuracy and proper documentation in all postings.
- Maintain comprehensive, up-to-date knowledge of products, services, policies, digital banking, and regulatory requirements to confidently educate members, address complex inquiries, and refer products and services that improve the financial well-being of our members.
- Conduct outbound calling efforts to current and prospective members to promote credit union products and services and identify additional financial needs.
- Leverage evolving digital tools and systems to deliver efficient, seamless omnichannel experiences while ensuring accuracy in financial calculations, including discounts, interest, and other key financial transactions.
- Understand the products and services offered by other financial institutions and be able to communicate the value proposition of those of Horizon Credit Union.
- Build member relationships through need-based conversations, identifying opportunities to recommend products, services, and referrals that support members' financial goals, retain members and deepen relationships with the credit union.
- Working knowledge of branch functions, including opening and closing procedures, with the ability to assist branch with both.
- Maintain strict adherence to financial regulations, internal policies, and operational procedures to ensure compliance, accuracy, and risk mitigation in all member interactions.
- Maintain knowledge of the Business Continuity Plan and perform required duties
$18.00-$24.30/hourly
Vacancy posted 2 days ago
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