Client Service Support Rep

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Member Service Representative I/Member Service Representative II
People’s Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally.

We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Benefits That Support You

Medical, dental (BCBSRI), and vision (VSP) coverage

Performance based incentive (target 4% of salary)

100% Employee participation in community service in 2025

Highly engaged workforce - 94% participation in most recent engagement survey

Seeking Member Service Representative - openings available for multiple levels of experience, with distinct responsibilities as outlined below.

Member Service Representative I

(Entry Level)

This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

Member Service

Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities.

Provides account servicing and maintenance.

Branch Operations

Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security.

Contributes to daily operations of a branch and end of day branch balancing.

Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).

Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services.

Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.

They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others’ roles and responsibilities and support all members of the organization.

Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. High School diploma or equivalent.

At least six months cash handling and customer service experience.

Must be able to use basic math skills and spell accurately up to a high school graduate level.

Able to bend, sit or stand for varying periods of time in order to perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends).

Ability to operate routine equipment (i.e. telephone, calculator, copier).

Member Service Representative II

(The Member Service Representative II provides solutions to members’ financial needs by providing quality service to members through effective needs-based recognition, handling member concerns and inquiries, and performing transactions with accuracy in a positive and professional manner. The primary role of the Member Service Representative II is to build trusting relationships with our members, recommending financial solutions based on our member needs.

Member Service

Assist members in establishing account relationships as it relates to Credit Union products and services, utilizing in branch, telephone, and email opportunities.

Properly and enthusiastically look for growth opportunities and direct members to the appropriate resource.

Demonstrate ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and member satisfaction.

Meet assigned member service and retention goals contributing to the success of the team.

May serve as Member Service Center Agent as needed.

Branch Operations

Perform accurate, routine transactions as they relate to Credit Union products and services and balance processed transactions daily.

Perform teller/MSR I duties as required, may assist in training and mentoring of new staff.

May assume coordination of branch office operations to include branch opening, closing, and branch balancing.

Participate in all required training and adhere to written policies and procedures of the credit union including BSA, OFAC and security.

Interview consumer loan applicants to gather the required information for a credit application, explaining loan options, rates and terms and close loan on approval.

National Mortgage Licensing System (NMLS) Registration

Apply for and successfully maintain NMLS registration.

Completion of annual registration renewal process

They understand change management techniques to help with better adoption of change.

They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others’ roles and responsibilities and support all members of the organization.

Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. High school diploma or equivalent

At least 1 to 2 years’ experience in customer service in a financial or retail environment

Experience in Windows, Microsoft Office, and Automated Lending

Apply for and successfully maintain NMLS registration

Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasionally lifting cash box of up to 10 lbs. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.

Must be able to routinely perform work on computer for an average of 6-8 hours per day (including weekends).

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