Demo

Member Services Representative

Sunset Credit Union
Portland, OR Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 3/27/2025

· Provide efficient and expert service to all members in all branch functions.

· Answer incoming calls in a professional, timely and efficient manner while providing accurate information and effective solutions.

· Perform a variety of member transactions including, but not limited to: deposits, withdrawals, loan payments, loan advances, stop payments, transfers and maintenance to members’ accounts accurately and efficiently and in accordance with credit union policy and procedure guidelines.

· Other member-related tasks to include: opening new accounts, issuing debit cards, ordering checks, selling gift cards, processing loan requests, and adjusting debit and credit card limits.

· Respond to email messages, text messages and chat communications timely and accurately.

· Observe all security/internal controls within the credit union and maintain a working knowledge of compliance and regulations.

· Ability to troubleshoot and investigate member issues and identify solutions.

· Provide accurate information regarding loan and savings rates, fees, account balances and activity.

· Maintain a working knowledge of all current credit union services and cross serve members with other credit union products that may be of benefit to them.

· Adhere to approved cash handling skills and ensure cash teller drawer is accurately balanced each day.

· Establish mobile banking and bill pay for members and provide assistance and guidance in their use.

· Must become familiar with all credit union products and services to capably assist members in their installation and usage.

· Ensure timely opening and closing of the credit union each day.

· Must have follow-through when processing member requests timely and accurately.

· Some off-site or evening or weekend events may be required, as needed.

· Attend meetings, training courses, conferences & seminars.

· Perform clerical duties as needed and provide support to other departments as necessary.

· Valid Driver’s License

· High School Education

· Prior cash handling and customer service responsibilities preferred

· Previous experience working at a financial institution a plus

· Excellent member service and effective written and verbal communication skills

· Basic keyboarding skills including knowledge of Word, Outlook, and Google Docs and Sheets

· Ability to learn new programs, websites and concepts, including maintaining logins and creating and maintaining current passwords from a variety of sites.

· Intermediate math skills (calculations and concepts involving decimals, percentages, fractions)

· Keen attention to detail and ability to effectively organize and prioritize work

· Analytical and problem-solving skills

Job Type: Full-time

Pay: $18.00 - $22.00 per hour

Benefits:

  • 401(k) 8% Match
  • Dental insurance
  • Health insurance
  • Life insurance
  • Opportunities for advancement
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Ability to Commute:

  • Portland, OR 97229 (Required)

Ability to Relocate:

  • Portland, OR 97229: Relocate before starting work (Required)

Work Location: In person

Salary : $18 - $22

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