Member Service Representative

Under general supervision and in compliance with established policies and procedures, the Member Service Representative is responsible for developing relationships with new memberships and accounts. This position must also provide superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.

• Create excellent service experiences that promote the Veridian brand.
• Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
• Receive and process member transactions including: loan payments, deposits and withdrawals, transfers, money orders, and U.S. Savings Bonds.
• Process member requests for all account types, including determination of eligibility, completion of necessary documents, establishing account on credit union data processing system, and continued member follow-up.
• Responsible for initiation of member direct deposit and payroll deduction and for the processing and maintenance of certificate of deposit changes and updates.
• Actively cross-sell credit union products and services to current, new and potential members through direct and outbound efforts.
• Actively refer loan opportunities for current, new and potential members to Loan Advisors.
• Assist members over the phone.
• Consistently achieve established monthly and annual sales and service goals.
• Contributes to team effort by accomplishing related results as needed.
• Prepare daily and monthly reports as assigned.
• Maintains member confidence and protects operations by keeping information confidential.
• Balance cash box per teller balancing procedures.