What are the responsibilities and job description for the Member Services Representative I/II position at Clean Energy Credit Union?
Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy. Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint. We envision a world where everyone can participate in the clean energy movement.
Primary Purpose of Position :
The Member Services Representative is responsible for providing excellent member services, including processing of transactions, resolving escalations, and answering questions for members and associates. Responsible for support of our members through our back-office operations as well as working directly with members via phone, email, and chat. Maintain a high level of knowledge about our products and service to ensure our members receive excellent service. Job DescriptionEssential duties and responsibilities include but are not limited to :
- Provide prompt, professional, accurate service and support to all members and associates in accordance with Clean Energy's standards.
- Receive and service inbound calls, emails, and chats.
- Within established levels of authority, provide overrides, process transactions, resolve problems and answer questions regarding account issues and Credit Union products and services.
- Receive, inspect, and verify negotiable instruments for deposit, accept loan payments and perform a variety of other financial transactions as directed and in accordance with established policies and procedures.
- Maintain member account information and perform all types of account maintenance including but not limited to fraud claims, business account maintenance, and decedent account maintenance.
- Cultivate and maintain appropriate relationships with members and co-workers.
- A key component of this position is to ensure operational procedures are followed and that the Credit Union is following proper policies and procedures for transactions and audits.
- Ensure up-to-date knowledge of products and services by attending required training, retaining notifications of changes, and familiarity with all account disclosures.
Preferred Job Competencies
Education and Work Experience
Working Environment / Physical ActivitiesThis job operates in a professional office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. This position may be eligible for hybrid work.
