Full Time - Client Services Rep

Member Service Representative

Salary Range $17.00 - $27.00 Hourly Level Entry Position Type Full Time Job Shift Day Education Level Not Specified Travel Percentage Negligible Category Banking

We're seeking a friendly, detail-oriented, and service-minded Member Service Representative (MSR) to join our team.

The Member Service Representative provides our members and communities with the opportunity to prosper through direct work with members and potential members. This position involves direct interaction with our members to identify needs, provide financial solutions, and promote products and services that enhance their financial well-being. In this role, you'll connect directly with our members to understand their needs, provide solutions that support their financial well-being, and promote products and services that make their lives easier. Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments, as well as provides expertise with respect to Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc. explain services, open new accounts, respond to problems, and direct members to the appropriate people. Actively cross-sell products and services benefiting our members to achieve or exceed all established sales goals and assist in meeting the Credit Union goals.

We're committed to listening, thinking, and taking action to help our members achieve their financial goals. Every interaction is an opportunity to make a difference, and we take pride in providing genuine care, trustworthy guidance, and meaningful financial solutions to our members.

We believe in the kind of service that comes only through a local institution, where every single person is a member not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.

And we deliver a structure of financial products and services to help our members explore the scope of what's possible.

Contribute to the fulfillment of Sage Credit Unions mission formally known as Pacific Crest.

Deepen member relationships with Sage Credit Union by maintaining current knowledge of all products and services, including the benefits and understanding of how they can benefit the member.

Receive and process member financial transactions, including but not limited to deposits, withdrawals, fund transfers, loan payments, cash advances, coin processing, Sage Credit Union card maintenance and gift/travel card sales to members.

Achieve or exceed the established sales goals through building of member relationships and referring products and services to meet member needs.

Take ownership of personal development by leveraging monthly coaching and participate in continuing education to qualify for MSR 2.

Minimum of a high school diploma or equivalent, higher education is a plus.

• 1-2 years of financial services or related experience preferred.
• Customer service and/or retail experience is strongly preferred.

Excellent computer skills.

Motivated to learn and grow within the position and credit union.

Hearing, visual, and verbal ability required.

Sage Credit Union formally known as Pacific Crest Federal Credit Union is an Equal Opportunity Employer.

The good faith hourly salary range for this position is $17/hr - $27/hr. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.