Support Services Person ll

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Member Service Representative II
Regular Full-Time Administrative Headquarters, Atlanta, GA, US

Salary Range: $18.98 To $23.73 Hourly

Are you passionate about serving others and ensuring every member feels supported? Bring your credit union or bank transaction experience, account‑opening knowledge, and problem‑solving strengths to our Onboarding New Member TEAM! In this position you will review member (customer) account info and conduct outbound calls to welcome the member and consultatively cross sell applicable credit union products and services. Seeking 2+ years' experience with a credit union or bank where you opened accounts and ensured members (customers) were aware of credit union or bank services and products.

Title: Member Service Representative II

Position Status - Full Time non-exempt (Hourly)

Reports To: Reports to Branch Manager/Operations Manager

18.98 - $23.73 per hour

The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

Purpose : The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion

Provides service to members in a variety of settings including periodically being assigned to work at various CPCU locations due to long term absences, business needs, projects, or business continuity needs.

Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.Savings bond transactions, cash advances, etc.

May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.

Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.

Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; sets up share/loan allocations for accounts.

Engages in needs-based dialogue with members to fully understand the member’s financial needs.

Recommends and positions credit union products and services that meet the member’s needs.

As assigned, receives inbound calls in a call center environment and provides member services in accordance with all guidance, processes, and procedures of the call center.

Maintains up-to-date knowledge of all retail and account opening procedures; follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.

has a full understanding of the features and benefits of the products and services offered by the credit union.

May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member’s goals or segmentation.

As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.

If serving in a designated lead role, may manage day-to-day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requires a level of knowledge normally gained with a high school diploma or equivalent.

2 years transactional work experience in banking, financial services, or a credit union.

10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software.

An Associate’s degree in Business Management, Business Administration, or related field of study, or 2 years of additional specific work experience in lieu of degree.

2 years specific member facing work experience within a Credit Union.

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

J-18808-Ljbffr Center Parc Credit Union