Client Service Support Rep

Required Degree High school
Manage Others No
Are you a skilled customer service professional ready to take your career to the next level? As a Member Service Representative (MSR), you will provide world-class service to members by delivering a professional, courteous, and efficient experience with each interaction. This role is responsible for helping members with account management, processing transactions, promoting credit union products and services, and ensuring that compliance standards are met. You will actively participate in sales and cross-selling efforts, contribute to the credit union’s growth, and provide top-tier service across multiple channels.
JOB SPECIFIC DUTIES Member Interaction & Account Management Approach the members and visitors by greeting and welcoming them to the credit union in a courteous, professional, and timely manner, ensuring a world-class experience every time.
Assist members with opening and closing accounts, answering questions about products and services, and resolving problems within their authority. Open all accounts, certificates, loans, and other credit union products/services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
Approach and provide members with general and specific information regarding credit union products and services.
Actively promote, describe, and cross-sell credit union products and services based on member needs gathered from interviews or by reviewing their accounts.
Sales, Outbound Calls, & Cross-Selling Achieve personal referral goals by building relationships with current and potential members, utilizing TFCU Integrity Sales skills.
Actively participate in sales promotions and campaigns, making outbound calls to offer products and services tailored to individual financial needs.
Make outbound calls to current and potential members to promote, refer and cross-sell credit union products and services, schedule appointments, and follow up on inquiries.
Provide members with general and specific information related to credit union products and services.
Interview the member regarding their financial needs and present the right products and services as solutions.
Demonstrate and validate for the member based on their financial needs by suggesting suitable products and services.
Ensure adherence to quality assurance standards for outbound calls, maintaining high service levels and compliance with security standards.
Community Liaison & Seg’s/Partner Companies Serve as a liaison for the credit union’s existing SEGs and/or Partner Companies, managing all aspects of the relationship.
Assist with formal presentations at SEGs and/or Partner Companies to introduce the credit union to employees, answer questions, and encourage participation.
Be a visible presence in the local community, promoting the credit union by participating in events and activities within business, community, and charitable organizations.
Process member transactions, including deposits, withdrawals, payments, transfers, check cashing, and bonds, ensuring compliance with credit union policies and procedures.
Balance cash drawers daily and periodically, resolving discrepancies and reporting them to the supervisor. Assist with balancing the ATM and other cash dispensers.
Achieve optimal transaction handling time, meeting the target while still delivering a superior service experience to members.
Member Communication & Service Provide exceptional in-person, video, and telephone service to members, addressing general and specific questions about credit union products and services.
Respond to email and other electronic requests, maintaining excellent member service standards.
Compliance & Security Alert branch management or security of any suspicious activity related to transactions, including fraud, theft, forgery, kiting, etc.
Complete Currency Transaction Reports (CTR), Suspicious Activity Reports (SAR), and other required regulatory compliance documentation.
Maintain up-to-date and comprehensive knowledge of all credit union products and services, as well as applicable state and federal regulations that affect member transactions.
Demonstrate a strong sense of accountability by achieving both personal and team objectives, ensuring accountability in meeting daily, weekly, and monthly performance targets.
General Duties & Administrative Support Perform various miscellaneous tasks to support the team, branch, and organization, including typing, filing, computer data input, and answering phones.
Ensure that the work area and equipment are clean, secure, and well-maintained in accordance with credit union policies and procedures.
BSA Compliance Uphold the credit union’s compliance with the Bank Secrecy Act (BSA) and anti-money laundering policies and procedures.
Complete BSA and OFAC training courses annually as provided by the Training and/or Compliance Departments.
Ensure ongoing individual compliance with all regulatory requirements established in the SAFE Act, if applicable.
Maintain comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program (CIP), USA Patriot Act, Office of Foreign Assets Control (OFAC), Fair Lending, and Credit Card Act.
Be aware of unusual or suspicious activity and report as needed to ensure compliance with the credit union’s policies and procedures.
We offer Excellent Benefits such as: Medical, Rx, Dental, and Vision Insurance
Retirement Profit Sharing 401K Plan
Voluntary Life Insurance
Paid Time Off/ 11 Paid Holidays
Tuition Reimbursement/Student Loan Paydown Program
Requirements Qualifications Outstanding interpersonal skills required to interact regularly with all credit union members, employees, and external partners.
Ability to read and interpret documents such as procedure manuals.
Ability to deal with problems involving a few concrete variables in standardized situations.
Ability to work independently, with minimal supervision at times and ability to display initiative and flexibility.
Willingness to adhere to organizational policies and objectives.
Ability to mitigate fraud and adhere closely to security standards of operation.
Commitment to BSA, AML, and other regulatory compliance standards, ensuring adherence to compliance guidelines.
Education and/or Experience High School Diploma or general education equivalent.
A minimum of 3 years relevant member sales and service experience required, 5 years of cash handling and 5 years customer service experience preferred
Strong Knowledge of Credit Union/Banking product offerings as well as all services provided.
Basic working knowledge of computers (MS Office, Outlook, Word and Excel)
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

#