Member Service Representative

Looking for more than just a job? Sage Credit Union offers a career opportunity with room to grow, learn, and build a future in the financial services industry. We're seeking a friendly, detail-oriented, and community-mindedMember Service Representative (MSR) to join our team.

The MSR role combines the responsibilities commonly associated with bank tellers and customer service representatives, providing exceptional service while helping members achieve their financial goals. In this role you'll build relationships with members, identify financial needs, recommend solutions, and deliver outstanding service that improves our members' financial well-being. Responsibilities include processing a variety of financial transactions, opening accounts, assisting members with electronic banking services, and providing guidance on Credit Union products and services. This position is for someone who enjoys helping people, values community involvement, and is interested in building a long-term career with a growing financial institution. At Sage Credit Union, many of our leadership team began their careers in frontline member service roles, making this position a strong foundation for future advancement.

Our members are at the heart of everything we do. We’re committed to listening, thinking, and taking action to help our members achieve their financial goals. Every interaction is an opportunity to make a difference, and we take pride in providing genuine care, trustworthy guidance, and meaningful financial solutions to our members.

Who We Are...

We believe in the kind of service that comes only through a local institution, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.

So, we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.

Essential Job Functions

• Contribute to the fulfillment of Sage Credit Union's mission.
• Deepen member relationships with Sage CU by maintaining current knowledge of all products and services, including the benefits and understanding of how they can benefit the member.
• Receive and process member financial transactions, including but not limited to deposits, withdrawals, fund transfers, loan payments, cash advances, coin processing, Sage CU card maintenance and gift/travel card sales to members.
• Achieve or exceed the established sales goals through building of member relationships and referring products and services to meet member needs.
• Take ownership of personal development by leveraging monthly coaching and participate in continuing education to qualify for MSR 2.
• Assist with branch opening and closing.

Qualifications

Education and Experience

• Minimum of a high school diploma or equivalent, higher education is a plus.
• 1-2 years of financial services or related experience preferred.
• Customer service and/or retail experience is strongly preferred.

Knowledge, Skills and Abilities

• Detail oriented and good organizational skills.
• Strong verbal, written and interpersonal skills.
• Excellent computer skills.
• Motivated to learn and grow within the position and credit union.
• Problem-solving skills.
• Scheduling flexibility required.

Physical Considerations

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.
• Ability to lift and/or carry up to 25 pounds.
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required.
• Sitting – 80%; standing and walking - 20%.
• Hearing, visual, and verbal ability required.

Sage Credit Union is an Equal Opportunity Employer.

The good faith hourly salary range for this position is $17/hr - $27/hr. This range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.