Member Service Representative

Key Duties and Responsibilities

• Uphold UNFCU’s mission, core values, and guiding principles by providing exceptional service to colleagues and members alike, regardless of seniority or role.
• Provide a memorable member experience at each touch point.
• Build relationships with members by asking effective questions to better understand their needs.
• Present UNFCU’s products and services to meet members’ current and future needs.
• Investigate and resolve issues with member accounts/loans in a timely fashion, keeping members informed of the status.
• Ensure compliance with regulations, policies, procedures, and keep abreast of changing regulations and technology.
• Verify eligibility of prospective members, establish new memberships, and open new accounts.
• Respond to member telephone inquiries and prepare responses to member correspondences.
• Maintain confidentiality of all member account information.
• Assist with clerical/reception duties and other functions to improve office efficiency as necessary.
• Make member presentations and conduct service calls to members, including those at out-of-duty stations.
• Participate in Credit Union training programs.
• Exhibit flexibility and perform other functions as requested by management.

Minimum Qualifications, Experience, Knowledge, and Skills

The ideal candidate should have:

• A university degree and a minimum of 4 years of experience in a financial institution.
• Experience with retail banking products and services.
• Knowledge of regulations pertaining to accounts, services, confidentiality, and lending, or the ability and willingness to learn these practices.
• Proficiency in Microsoft Office and the ability to learn and use other applications.
• Strong service orientation.
• Excellent oral and written communication skills.
• Excellent interpersonal skills, tact, and diplomacy.

If you believe you fit the profile, please send your application and resume, including three referees, to [email protected] by close of business on 13 September 2024.

Only shortlisted candidates will be contacted.