Member Services Representative, Credit Union
Vanderbilt University, Nashville, TN, United States
Job Title
Member Services Representative
Job Description
The Member Services Representative serves as a primary liaison between Vanderbilt Credit Union and its members. This front-line role is responsible for delivering exceptional service by assisting members with transactions, opening new accounts, providing education on products and services, and resolving concerns with professionalism and efficiency. The ideal candidate will foster trust, promote financial wellness, and support the credit union's mission through reliable and optimistic service.
Duties and Responsibilities
Member Services (70%)
Welcome members and prospects to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
Provide in-person telephone or email general and specific service-related information concerning credit union services or policies.
Respond to members' requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Cross-sell credit union products and services to meet the member's needs.
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
Maintain a helpful outlook.
Mail receipts and checks to members as indicated by policy and procedure.
Assist members in balancing their accounts, proper completion of payroll deduction and direct deposit cards. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
Provide financial education to members.
Branch Operations (10%)
Operate in compliance with laws and regulations and adhere to banking compliance guidelines.
Update job knowledge on types of transactions.
Maintain and update account records.
Works through issues
Reliable
Optimistic
Teller (10%)
Knowledge of basic teller operations.
Assist members at the teller line as needed.
Administrative (10%)
Provide mentoring and coaching to support and develop staff.
Provide other job duties as assigned by the President.
About Us
At Vanderbilt University, our work - regardless of title or role - is in service to an important and noble mission in which every member of our community serves in advancing knowledge and transforming lives on a daily basis. Located in Nashville, Tennessee, on a 330+ acre campus and arboretum dating back to 1873, Vanderbilt is proud to have been named as one of "America's Best Large Employers" as well as a top employer in Tennessee and the Nashville metropolitan area by Forbes for several years running. We welcome those who are interested in learning and growing professionally with an employer that strives to create, foster and sustain opportunities as an employer of choice.
We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have a story. We want to hear it. We encourage you to apply today so that you might become a part of our story.
Vanderbilt University is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran, or any other characteristic protected by law.
Job Info
Job Identification 10007209
Locations Nashville, TN, United States
Job Schedule Full time
Job Category Campus Support Services
Job Function Business & Financial Operations
Management Level Individual Contributor
Member Services Representative
Job Description
The Member Services Representative serves as a primary liaison between Vanderbilt Credit Union and its members. This front-line role is responsible for delivering exceptional service by assisting members with transactions, opening new accounts, providing education on products and services, and resolving concerns with professionalism and efficiency. The ideal candidate will foster trust, promote financial wellness, and support the credit union's mission through reliable and optimistic service.
Duties and Responsibilities
Member Services (70%)
Welcome members and prospects to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
Provide in-person telephone or email general and specific service-related information concerning credit union services or policies.
Respond to members' requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Cross-sell credit union products and services to meet the member's needs.
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
Maintain a helpful outlook.
Mail receipts and checks to members as indicated by policy and procedure.
Assist members in balancing their accounts, proper completion of payroll deduction and direct deposit cards. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
Provide financial education to members.
Branch Operations (10%)
Operate in compliance with laws and regulations and adhere to banking compliance guidelines.
Update job knowledge on types of transactions.
Maintain and update account records.
Works through issues
Reliable
Optimistic
Teller (10%)
Knowledge of basic teller operations.
Assist members at the teller line as needed.
Administrative (10%)
Provide mentoring and coaching to support and develop staff.
Provide other job duties as assigned by the President.
About Us
At Vanderbilt University, our work - regardless of title or role - is in service to an important and noble mission in which every member of our community serves in advancing knowledge and transforming lives on a daily basis. Located in Nashville, Tennessee, on a 330+ acre campus and arboretum dating back to 1873, Vanderbilt is proud to have been named as one of "America's Best Large Employers" as well as a top employer in Tennessee and the Nashville metropolitan area by Forbes for several years running. We welcome those who are interested in learning and growing professionally with an employer that strives to create, foster and sustain opportunities as an employer of choice.
We understand you have a choice when choosing where to work and pursue a career. We understand you are unique and have a story. We want to hear it. We encourage you to apply today so that you might become a part of our story.
Vanderbilt University is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran, or any other characteristic protected by law.
Job Info
Job Identification 10007209
Locations Nashville, TN, United States
Job Schedule Full time
Job Category Campus Support Services
Job Function Business & Financial Operations
Management Level Individual Contributor