Job Description

Position Summary: As a member account representative, you are the frontline of service, responsible for instilling confidence in our members and providing an exceptional banking experience. Your role is vital in building strong relationships and identifying products and service solutions to meet specific needs, helping members achieve their financial goals. Your dedication to service places you in high esteem, ensuring ongoing trust and satisfaction among those we serve.
Role-Specific Contributions
This job description is intended to describe the general nature and level of work being performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Member Service
Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
Make sales referrals and suggest alternative self-service options to provide convenient solutions and enhance the overall member experience
Transaction Processing
Processing a variety of transactions accurately and efficiently in accordance with established policies, procedures, and regulatory compliance
Adhere to balancing standards by accurately completing end-of-day balancing and following security procedures for cash handling
Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
Community
Represent the credit union at sponsored community events to promote positive engagement
Participate in volunteer activities within the local community to support and enhance the credit union’s presence
Managerial Responsibilities
None
Education And/or Experience
While this level of expertise will generally be attained with a minimum of one year in a previous customer service role and High School Diploma/GED, priority will be placed upon the demonstration of the ability to meet qualifications without an absolute focus on duration of experience, in recognition that the attainment of such qualifications may be obtained at different paces by different individuals.
AEFCU is an Equal Opportunity Employer Veterans/Disabled

Job Tags

Local area,

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