Member Service Representative

Member Service Representative

Taunton Federal Credit Union (TFed) has been providing individuals and businesses in southern Massachusetts and Rhode Island with comprehensive financial solutions for over 75 years. Built on the pillars of exceptional member service, financial stability and growth, employee development, and active community involvement, TFed continues to expand its offerings, enhance its service capabilities, and invest in its people to better serve the communities it supports.

We offer:

• Paid Vacation time
• Paid Sick time
• Paid Personal time
• Paid Federal Holidays annually
• Generous Medical and Dental benefits
• Health Savings Account with contribution
• 401(k) retirement plan with match
• Tuition reimbursement
• Employee assistance program

Benefits are subject to eligibility requirements and may vary based on employment status, location, and company policy. The Company reserves the right to modify, suspend, or terminate benefit programs at any time, subject to applicable law.

Job Summary:

The Member Service Representative is responsible for facilitating member relationships, prompt, knowledgeable service, and matching members with the appropriate resources for their needs. The successful candidate will build and sustain member relationships, deliver exceptional service, and disseminate information regarding institutional offerings.

Essential Functions:

• Cross sell Credit Union products and services
• Continuously exceed expectations for service guidelines and sales goals.
• Explain Credit Union products and services to new and existing members.
• Open all types of accounts including savings, checking, Certificates of Deposit, and IRA's; process transactions on data processing system.
• Interview applicants for Consumer Loan applications. Process loans on data processing system.
• Respond to member complaints and problems; answer phones and conduct appropriate research to resolve member inquiries.
• Assist with special projects as assigned.
• Perform other duties and tasks as assigned by management.
• Regular attendance required
• Maintains knowledge of all applicable Federal and State laws and regulations including but not limited to: the Bank Secrecy Act, Truth in Savings, Truth In Lending, Privacy of Consumer Financial Information Act and the Equal Credit Opportunity and Fair Housing Acts. Consistently applies all related Credit Union policies and procedures.
• Community Involvement – represent Credit Union community events annually.

Qualifications/Education/Experience/Personal Characteristics:

Position requires planning and organizational ability, excellent communication skills, attention to detail, and the ability to handle stressful situations and multiple priorities in a professional manner.

Requires learning and comprehension ability.

High energy level, good interpersonal skills and ability to work independently.

Strong written and verbal communication skills.

High School Diploma or equivalent experience

Minimum one year experience as Retail Service Representative; banking or credit union preferred

Basic PC Skills

Physical Demands:

Continuous: Hearing, Talking, Sitting, Standing, Fingering, Vision

Frequent: Walking, Reaching, Stooping, Crouching

Occasional: Lifting up to 25 lbs, Driving an automobile, Local Travel

Preferred Qualifications:

Bilingual English/Portuguese or English/Spanish is a plus.

Taunton Federal Credit Union is 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.