Member Relations Associate
- 🇺🇸 United States
- 2 days ago
- ACH
Not enough detail in this posting to match
We are seeking a dependable and member-focusedMember Relations Associate to provide exceptional service and support a variety of teller, account, and member relations functions. This position assists members with transactions, account maintenance, product and service inquiries, and basic lending needs while ensuring accuracy and compliance with established policies and procedures.
The ideal candidate is a professional with strong communication, interpersonal, and organizational skills who enjoys working directly with members and providing knowledgeable, efficient service.
Key Responsibilities:
Greets, assists, and directs members, guests, and visitors
Processes deposits, withdrawals, loan payments, transfers, cashier’s checks, account updates, and other member transactions
Assists with account openings, maintenance, closures, and service changes
Explains credit union products and services and recommends appropriate solutions based on member needs
Reviews consumer loan applications and assists applicants with required documentation
Processes ACH, wire transfers, stop payments, payroll deductions, and other account requests
Resolves routine member questions and account issues and coordinates with other departments as needed
Maintains accurate records and follows established cash-handling, security, and operational procedures
Provides professional, responsive member service in person and by telephone
Performs other duties as assigned
Qualifications
High school diploma or GED required
One (1) year of related administrative, customer service, cash handling, or financial services experience; or equivalent combination of education and experience
Strong communication, interpersonal, organizational, and problem-solving skills
Ability to accurately process transactions and handle confidential financial information
Ability to work effectively in a team environment and manage multiple responsibilities
Commitment to exceptional member service and professional conduct
Member Relations Associate · COAST360 FEDERAL CREDIT UNION