We are seeking a dedicated and customer-focused Member Services Representative to join our team. In this role, you will be the first point of contact for our members, providing exceptional service and support. You will assist with inquiries related to financial services and account management while fostering strong, trust-based relationships. Your ability to manage interactions with care, accuracy, and professionalism will be essential in ensuring member satisfaction. More than transactions, this role blends frontline service with trusted judgment and thoughtful member care. While considered entry-level, this position calls for discretion, operational accuracy, and the sophistication expected in a financial institution. Success in this role requires a strong member-first mindset and the ability to navigate complex needs with professionalism and empathy. Support the Credit Union's mission by providing accurate, high-quality service to members. Perform transactions professionally while continually improving knowledge of products, operations, and compliance. Deliver exceptional service in person and by phone, upholding core values and seeking training opportunities.

ESSENTIAL RESPONSIBILITIES

Ensure compliance with Credit Union policies, procedures, and communication standards across all channels, upholding core values, security, confidentiality, and Standards of Conduct. Verify identity and signatures for transactions, mitigating loss by asking clarifying questions. Adhere to all check cashing procedures. Processes member transactions accurately and efficiently. Process IRA deposits and basic withdrawals. Create transfer files for all accounts. Process requests for money orders, cashier's checks, gift cards and check orders. Assist with member access to the safe deposit boxes, online banking, and the CUphone. Process and verify wires. Assist members with account research requests. Retrieve and process transactions from the night depository. Load, balance and maintain TCR machines. Prepare, cash-load, and balance ATMs on a weekly basis and assist with balancing of vault coin. Perform account updates; scan and maintain document records. Process VISA payments. Close accounts in accordance with procedures. Perform account re-indexing. Understand card management basics including Card Control level I and II as well as Relationship Manager. Engage in Credit Union fundraising, membership drives, and community activities. Engage in learning and ongoing training with a proactive, receptive approach.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities. EDUCATION and/or

EXPERIENCE QUALIFICATION TYPE

Must have a high school diploma or GED Basic Qualification One (1) year experience in member service in a credit union setting. Preferred Qualification Three (3) years of experience in cash handling. Preferred Qualification

KNOWLEDGE, SKILLS, ABILITIES AND OTHER QUALIFICATIONS QUALIFICATION TYPE

Decision Making Detail oriented and able to change priorities between multiple tasks in an efficient and effective manner. Basic Qualification Technical Skills Proficient in Microsoft Office Products such as Word, Excel, and Outlook. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Basic Qualification Oral and Written Communication Excellent oral and written communications skills. Ability to read and interpret documents, write routine reports and correspondence, speak effectively before a group of members or employees of the Credit Union, and apply common sense understanding to carry out instructions provided in a multitude of forms. Basic Qualification Credit Union and Regulatory Must be bondable Basic Qualification An understanding of the regulatory process of credit unions. Broad knowledge of, and practical experience with, credit union or other financial institution operating areas, functions, products and services. Thorough understanding of, and ability to interpret all laws and regulations which apply to credit unions. Preferred Qualification Analytical Thinking Excellent analytical skills, and the ability to conduct thorough research. Provide workable recommendations and solutions to problems. Preferred Qualification

PHYSICAL

DEMANDS and

WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in a normal office environment. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands, reach with hands and arms, listen, speak, and view a computer screen for extended periods of time. The employee may occasionally lift and/or move up to 25 pounds. This job description reflects credit union's assignment of essential functions; and nothing in this herein restricts the right to assign or reassign duties and responsibilities to this job at any time.