Member Services Representative at BayPort Credit Union | Jefferson Valley-Yorktown, NY, US | Rezi

Member Services Representative at BayPort Credit Union

Member Services Representative

BayPort Credit Union · Jefferson Valley-Yorktown, NY, US

4 days ago

Member Services Representative

BayPort Credit Union · Jefferson Valley-Yorktown, NY, US

4 days ago
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About the Role

Serve as a liaison between members and the credit union, providing information on services, opening accounts, and resolving member issues.

Responsibilities

  • Greet and welcome members and visitors professionally and promptly.
  • Provide information on membership eligibility, account types, loan products, and other credit union services.
  • Communicate information in-person, via email, written correspondence, and telephone.
  • Handle member requests for share transfers, withdrawals, check requests, certificate transactions, and line of credit advances.
  • Provide information and process applications for first, second, and other mortgage and loan products.
  • Follow up with members on loan requests and educate them on Loan Protection Products.
  • Identify opportunities to cross-sell credit union products and services.

Requirements

  • Knowledge of general credit union operational procedures, including cash handling, teller duties, member services, and loan processes.
  • Previous teller or member service experience is required.
  • Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It’s On Me, and One Team.
  • Accurate cash handling skills.
  • Ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.
  • Strong customer service and telephone skills.
  • Well-organized and attentive to detail.

Skills

  • Integrity
  • Be Bold
  • Compassion
  • Diversity
  • Innovation
  • It's On Me
  • One Team
  • Cash handling
  • PC operation
  • Adding machine operation
  • Credit card equipment operation
  • Check image equipment operation
  • Calculator operation
  • Customer service
  • Telephone skills
  • Organization
  • Attention to detail

Education Level

  • High school education equivalent

Equal Opportunity

  • We are proud to be an EEO/AA employer M/F/D/V.
  • We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.