Member Service Representative Resume Samples
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Member Service Representative Resume Samples
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AL
A Lubowitz
Ambrose
Lubowitz
724 Feest Camp
Phoenix
AZ
+1 (555) 665 7380
724 Feest Camp
Phoenix
AZ
Phone
p
+1 (555) 665 7380
Experience
Experience
Los Angeles, CA
Member Service Representative
Los Angeles, CA
Quitzon, Upton and Veum
Los Angeles, CA
Member Service Representative
- Working knowledge of savings and checking products, accounts and services
- Provides assistance to members in person and on the phone
- May perform other duties such as ordering supplies, reconciling accounts and assisting with audits
- Providing quality customer service to credit union members
- Offer the many products and services provided by the credit union
- Providing and maintaining exceptional member service
- Greeting and checking in all members
Detroit, MI
Medicare Markets Member Service Representative
Detroit, MI
Adams-Mueller
Detroit, MI
Medicare Markets Member Service Representative
- Trend and share best practices by identifying process improvements and initiatives as well as contributing to solutions
- Act as a resource and liaison for multiple partners to assist members with obtaining assistance for overall resolution
- Creative problem solving techniques
- Utilize the BCBSMA computer system to look up and record information regarding a customer's account
- Advise customers regarding policy and benefit information for their health plan
- Identify errors and implement solutions with team members and leaders
- Investigate and resolve member inquiries through correspondence and computer research
present
Philadelphia, PA
Senior Member Service Representative
Philadelphia, PA
Stracke Group
present
Philadelphia, PA
Senior Member Service Representative
present
- Assisting with meeting branch established goals through individual referrals and reinforcing team member referral behaviors
- Take ownership of member issues when possible, with the assistance of the branch management
- Assists in the training and development of new team members
- Provide answers and assistance for member questions/concerns, utilizing resources within the branch
- Serve as mentor/trainer and provide guidance and assistance to team members
- Analyze problems and provide solutions in coordination with branch management
- Perform other duties as assigned
Education
Education
Bachelor’s Degree in Communication
Bachelor’s Degree in Communication
Johnson & Wales University
Bachelor’s Degree in Communication
Skills
Skills
- Basic knowledge of data processing and ability to accurately enter financial data to on-line computer terminal
- Proven ability to give our members excellent service in person, on the phone, and by email
- Maintain a professional appearance through good personal hygiene, grooming and established dress code
- Ability to work accurately with numbers and perform basic mathematical calculations
- Strong interpersonal and customer service skills including the ability to motivate others
- Ability to perform multi-task and detail oriented
- Good communication and interpersonal skills to effectively interact with members. Ability to use tact and maintain confidentiality of financial information
- Demonstrated ability to be a team player, follow direction and have an enthusiastic and positive attitude
- Excellent problem-solving and research skills
- Proficiency in using UPS system
9 Member Service Representative resume templates
Read our complete resume writing guides
1
Member Service Representative Resume Examples & Samples
- Offer the many products and services provided by the credit union
- Must have HS Diploma/GED
- Ability to perform multi-task and detail oriented
2
Member Service Representative Resume Examples & Samples
- Two years previous experience as a Member Service Representative or a Customer Service Representative in a financial institution
- Previous experience in consumer lending, including lending activities or loan interviewing, in a credit union or other financial institution setting
- Previous experience in real estate lending
3
Senior Member Service Representative Resume Examples & Samples
- Deliver exceptional service, to both internal and external members, in alignment with the credit union’s mission, vision, and values
- Perform routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing, etc
- Provide members with the forms necessary to transact business and proper receipts for payments
- Examine checks for endorsements and negotiability
- Provide routine information on Credit Union products or services, including eligibility for membership, types of Credit Union accounts, current dividend rates, locations, office hours, and telephone numbers. Provide members with account status, including current balances & loan payoffs
- Aid team members with balancing problems
- May order and maintain vault cash
- Make exceptions to policy as appropriate and within authority
- High School Diploma/GED equivalent required
- Two to three years prior member service representative experience
- Excellent computer skills MS Windows and MS Office (Word & Excel)
- Ability to be well organized, team-player, motivated and flexible with working hours
- Demonstrated ability and desire to thrive in a challenging fast paced work environment
4
Member Service Representative Resume Examples & Samples
- Minimum 3-4 years of previous experience as a Member Service Representative or a Customer Service Representative in a financial institution
- Minimum 3 years of previous experience in financial sales (e.g., financial products and services, insurance, etc.)
- Ability to work a flexible schedule, including Saturdays and some evenings
5
Member Service Representative Resume Examples & Samples
- Minimum 3-4 years previous experience as a Member Service Representative or a Customer Service Representative in a financial institution
- Minimum 3 years experience in financial sales (e.g., financial products and services, insurance, etc.)
- Associates degree or equivalent from a two-year college or technical school
6
Member Service Representative Resume Examples & Samples
- Providing and maintaining exceptional member service
- Identify member needs through effective financial consultation
- Refer members to products that will improve their financial lives
- Analyze problems and provide solutions in coordination with branch management
7
Senior Member Service Representative Resume Examples & Samples
- Providing quality customer service to credit union members
- Conducting daily routine transactions such as deposits and withdrawals on accounts
- Open new accounts for new and existing members
- Cash handling and balancing, ATM balancing and vault teller functions
- One year minimum of excellent cash handling experience
- Possession of strong customer service and sales skills, especially in a banking or retail environment preferred
8
Senior Member Service Representative Resume Examples & Samples
- Assist members with complex financial transactions – trusts, deceased accounts, etc
- Open new accounts for members, to include IRAs, CDs, checking, savings, etc
- Provide financial expertise to membership on products and services
- Process applications for loan products such as: credit cards, mortgages, car, personal lines of credit, etc
- Assist members with products and services such as online banking, check orders, debit card orders, etc
- Refer members to home loan mortgage officers or financial advisors dependent upon financial needs
- Bachelors degree in business or associated field or equivalent work experience
- Prior customer service experience, financial center experience preferred
9
Member Service Representative Resume Examples & Samples
- Assists in the training and development of new team members
- Assists others in solving member problems, serving as an operational reference
- Leverages financial expertise to identify member needs and recommend appropriate solutions
- Receive share deposits, Visa payments, principal only payments, mortgage payments, installment, and share secured loans, ensuring that payments equal the amount due and that all late charges, if applicable, are collected and entered into in-house computer system
- Identifies member needs and cross sells products and services that improve the financial lives of the membership
- May conduct branch audits
- May be required to balance ATM, cash recyclers, etc
- Resolve complex member questions, problems and concerns by telephone, written correspondence or in person
- Performs maintenance on member accounts
- Demonstrated ability to lead and train others
- Demonstrates professional, well-developed interpersonal and teamwork skills necessary for communicating with members, visitors, callers and team members
10
Member Service Representative Resume Examples & Samples
- Associate's Degree or higher from an accredited university
- 2 years of Call Center/Customer Service experience
- Excellent problem-solving and research skills
- Proficiency in using UPS system
- Commitment to agency values
- Experience with ACD phone systems
- Knowledge of MS Word and MS Excel *LI-HD#HR
11
Member Service Representative Resume Examples & Samples
- Greeting and checking in all members
- Answering phones in a courteous, helpful, professional manner
- Setting up new memberships
- Selling personal training
- Selling retail
- Conducting guest tours
- Performing outreach
- Assisting with club’s daily maintenance
- Other tasks as assigned by management
12
Member Service Representative Resume Examples & Samples
- Two years previous experience as a Member Service Representative/Customer Service Representative in a financial institution required
- Minimum two years experience in a financial institution required
- Minimum two years experience in sales (e.g., financial products and services, insurance, etc.) required
- Previous experience in consumer lending required
- Lending activities or loan interviewing in a credit union or other financial institution setting required
- Availability for any local branch assignment
- Ability to work a flexible schedule including weekends
- Previous experience in real estate lending preferred
13
Credit Union Member Service Representative Resume Examples & Samples
- Consistently meet/exceed established performance standards and sales goals set by USC Credit Union
- Develop member relationships by providing high-quality service to each member/non-member in an effort to identify their respective financial needs and assist them with the selection of appropriate products and services
- Support the achievement of the department’s sales goals by recommending appropriate products and services
- Process member transactions efficiently, accurately, and in a timely manner including: deposit/withdrawal transactions, loan payments, new accounts and lending applications, and all related documentation
- Use credit scoring, sound lending practices and judgment to make lending recommendations or decisions for the betterment of the member and the institution
- Ensure compliance with all applicable laws, regulatory requirements and procedures as they relate to assigned products and services or the lending process
- May act as a backup Member Relationship Specialists at other USC CU locations/branches
14
Member Service Representative Resume Examples & Samples
- At least 2 years of experience in assisting with the managing, training and coaching staff using successful teambuilding skills
- Ability to delegate and follow-up
- Effective communications (both oral and written)
- Effective Decision making skill
- Effective conflict management skills
- Ability to effectively prioritize and manage work load
- Effective Computer software & hardware skills including credit union specific database management
- 3 years plus in banking or credit unions
- Contact (Call) Center management experience preferred
15
Member Service Representative Resume Examples & Samples
- Competitive pay, great benefits and vacation time. Benefits including medical, dental, vision, life insurance, 401(k) with company match and cash pension plan
- Casual Dress
- Fitness Facility
- Free Parking
- High school diploma or equivalent and 1-3 years of related work experience required
- Strong communication, customer service, organizational and telephone skills required
- Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines
- Requires good computer skills and must have strong knowledge of business unit products, processes and systems
- Must be able to wear a telephone headset and sit for extended periods
- May be required to work non-traditional hours to meet customer needs
- Must be able to type 35 wpm
- Dental/Vision terminology course work and industry courses with claims or customer service experience and experience in the dental/vision field preferred
16
Member Service Representative Resume Examples & Samples
- This position is located in Lexington, KY
- Possess strong interpersonal communication skills
- Previous cash handling or financial experience is a plus
- Applicants must be authorized to work in the United States
17
Senior Member Service Representative Resume Examples & Samples
- Ensuring quality customer service to credit union members
- Opening new accounts, ATM balancing and loan processing and funding
- Assisting with deposits and withdrawals, cashier checks, money orders, gift/traveler checks, and other complex transactions
- Assist other team members with accuracy in cash handling and balancing
- Ensure adherence to policies and procedures and that regulatory compliance standards are met by all team members
- Complete required audits as needed
- Assisting with meeting branch established goals through individual referrals and reinforcing team member referral behaviors
- Review and maintain knowledge of product guides, fees and policies to stay current on offerings for product suggestions
- Provide answers and assistance for member questions/concerns, utilizing resources within the branch
- Take ownership of member issues when possible, with the assistance of the branch management
- Conduct training with team members on new policies, products and procedures
- Mentor team and help resolve member issues
- Give direction and feedback to others to increase their knowledge and performance
- Provide direction and guidance for branch staff on operational/regulatory procedures
- Ensure that employees, processes, and procedures under your area of supervision comply with all applicable federal and state laws and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco Credit Union’s policies and procedures
18
Member Service Representative Resume Examples & Samples
- Current first aid, CPR/AED certifications preferred, but required within 30 days of hire
- Demonstrated ability to be a team player, follow direction and have an enthusiastic and positive attitude
- Active listener and communicator, demonstrating a strong customer service focus
- Ability to work independently, problem solve, and make decisions with minimal supervision
19
Member Service Representative Resume Examples & Samples
- Must be fluent in English, bilingual a plus
- Proven ability to mediate in difficult and conflicting situations
- Current CPR/AED certifications (may be provided through Baylor Tom Landry Fitness Center)
- Work requires excellent communication skills and the ability to work as part of a team
- Distribute and organize water, towels, magazines/newspapers
- Monitor and instruct members on the safe and effective usage of cardiovascular and strength training equipment and other fitness areas
- Assist with equipment cleanliness and maintenance
- Attend scheduled meetings and training workshops
- Promote internal and external Fitness Center programs
- Maintain a professional appearance through good personal hygiene, grooming and established dress code
- Anticipate and fulfill members’ needs related to the fitness floor
- CPR/AED
20
Senior Member Service Representative Resume Examples & Samples
- Assist callers in resolving problems, updating records and answering questions about their coverage and its related administration
- Review applications to ensure completeness and mainframe system for applicant eligibility based on plan provisions. Enters applicant and coverage details onto system to create/update client information screen. Updates tracking database
- Assembles appropriate billing packets for mailing. Reviews certificate validation page for accuracy and mails appropriate letter
- Direct applicant communication on complex troubleshooting and advanced customer service issue resolution
- Ther duties as assigned
- Must have a minimum of 3 years of high level customer service experience
- Strong phone-based customer service skills
- Moderate MS Excel, Word and Outlook skills
- Good Internet navigation capabilities
21
Member Service Representative Resume Examples & Samples
- Receive and respond to member/customer inquiries via telephone and written correspondence in a timely and professional manner
- Receive and respond to all telephone or written correspondence inquiries from members within established timeframes and policies
- Assist members with plan benefits via telephone, in writing, in person or make referral to outreach representative as appropriate
- Document in the computer system all members’ issues and resolution
- Utilize current reference materials to assist and resolve any member inquiries
- May coordinate member transportation
- 1 to 2+ years call center customer service experience preferably in a Medicare, Medicaid managed care or insurance environment
22
Member Service Representative Resume Examples & Samples
- Exposure to working in a credit union environment
- Experience in member/customer service preferably in a call center, retail banking or financial institution
- Experience in working in a credit union environment
- Process ATM transactions
- Lead, guide and mentor less experienced staff
- Experience in IRA/certificate/trust services and applications
- Advanced knowledge of accounting, credit, and/or lending principles and techniques
- Advanced knowledge of savings and checking products, accounts and services
- Advanced active listening skills to accurately respond to inquiries and account requests
- Advanced organizational, planning and time management skills
- Advanced research, analytical, and problem solving skills
- Advanced skill building effective relationships through rapport, trust, diplomacy and tact
- Advanced skill exercising initiative and using good judgment to make sound decisions
- Advanced skill maintaining composure in a high production and changing environment
- Advanced skill navigating multiple screens and PC applications and adapting to new technologies
- Advanced skill performing mathematical calculations and working accurately with numbers
- Advanced verbal and written communication skills
- Significant experience in member/customer service preferably in a call center, retail banking or financial institution
23
Member Service Representative Resume Examples & Samples
- Office or administrative experience, preferably in a financial institution
- Effective interpersonal, verbal and written communications skills
- Ability to work accurately with numbers and perform basic mathematical calculations
- Ability to interpret and explain regulations, instructions and procedures
- Effective organization, time management, and problem solving skills
- Ability to work independently and exercise judgment, logic, integrity and initiative
- Ability to work in situations such as those that occur in a high volume incoming call
24
Member Service Representative Resume Examples & Samples
- Handles monetary transactions for members and enters them in the Bank’s software programs and provides receipts
- Follows the Bank’s security guidelines on a daily basis
- Stays abreast of the Bank’s check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements
- Reviews member accounts in order to make appropriate decisions regarding the requested transaction
- Accurately keeps cash drawer in balance on a daily basis
- Promotes TowneBank and its products and services
- Provides exquisite service to members in person, on the phone or by email
- Displays a professional appearance and behavior
- Handles other branch duties as assigned
- Prior cash handling experience and/or six months bank teller experience is highly desired
- Basic computer skills including Outlook, Excel, Word and Bank software programs
- Flexibility to learn and grow as new systems or processes emerge
- Ability to keep cash drawer in balance on a daily basis
- Ability to accurately process monetary transactions in a timely fashion
- Proven ability to give our members excellent service in person, on the phone, and by email
- Ability to work as an integral team player
- Punctuality is a must
25
Member Service Representative Resume Examples & Samples
- Become cross-trained on the bank’s products, services and related procedures so as to assist on the platform as a Member Service Specialist as needed (See duties below)
- Previous experience in customer service and/or financial services
- Strong telephone skills
- Ability to learn new processes effectively
- Ability to listen well and resolve member issues in a positive manner
- Able to multi-task on a daily basis
- Able to learn new product information and promote benefits to members
26
Member Service Representative Resume Examples & Samples
- Support Busnisenss Develpoment Manager with the following
- Three or more years of customer service experience
- One or more years of telephone sales experience
- Exceptional presentation/facilitation, organizational, analytical, interpersonal and written/oral communication skills with the ability to communicate effectively to a diverse audience
- Ability to identify and translate process or system issues into proactive problem solving action steps
- Ensure accurate and appropriate information is provided in a professional manner to all members who contact the credit union via phone, email, and chat
- Comply with all SOPs and WIs
- Provide information gathered from member communication to Management to insure continuous process improvement and information accuracy
- Be knowledgeable of the rules and regulations and the policy set forth by the Credit Union Board (i.e., knowledge of confidentiality, cash handling standards/policies, Reg CC-Funds Availability, Bank Secrecy Act, Reg DD-Truth-In-Savings, Reg J-Wire Transfers, Reg D- Reserve Requirements/Transaction Limitations, Reg E-Electronic Funds Transfer and general lending policies and procedures)
- Protect the assets of the Credit Union by following the policies and internal control guidelines outlined by the Board of Directors and Management of the credit union
- Assist the Sales and Service Management in carrying out special assignments and other duties as assigned
27
Member Service Representative Resume Examples & Samples
- Effectively perform all duties required for MSRs-CCO
- Execute first call resolution; may require research, follow-up, return calls
- Initiate fee adjustments and/or other monetary incentives for members within scope of authority
- Perform account transactions
- Provide member service via phone or other media (e.g. email, chat, etc.)
- Protect and verify identity of caller; review account information for alerts and account irregularities
- Take action and respond to situations/patterns of activity indicating potential fraud or abuse
- Basic skill interacting tactfully and effectively in difficult situations
- Basic skill in producing desired results and achieving goals and objectives
- Basic skill in resolving member/customer problems
- Desired - Experience in high volume call center situations
- Desired - Exposure to a sales, cross selling or up-selling environment
- Desired - Familiarity with accounting, credit, and/or lending principles and techniques
- Desired - Familiarity with multiple financial products such as consumer or mortgage loans, credit cards, savings/checking accounts, etc
- *Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application.***
28
Member Service Representative Cherry Hill Resume Examples & Samples
- Analyze, research and resolve problems and discrepancies related to member accounts/loans
- Basic skill building effective relationships through rapport, trust, diplomacy and tact
- Basic skill performing mathematical calculations and working accurately with numbers
29
Member Service Representative Resume Examples & Samples
- Analyze, research and resolve problems and discrepancies related to member accounts/loans
- Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
- Counsel current and prospective members about Navy Federal's products and services
- Ensure cash and other negotiable instruments are handled properly
- Identify opportunities to cross service products and increase product penetration
- Perform platform banking functions
- Understand and comply with federal and other regulations relating to financial products and services
- May assist with Branch Office vault opening, closing and balancing procedures
- May serve as a Branch Office and/or ATM vault custodian
- Perform other duties as assigned
- Ability to work independently and in a team environment
- Familiarity with savings and checking products, accounts and services
- Basic active listening skills to accurately respond to inquiries and account requests
- Basic organizational, planning and time management skills
- Basic research, analytical, and problem solving skills
- Basic skill building effective relationships through rapport, trust, diplomacy and tact
- Basic skill exercising initiative and using good judgment to make sound decisions
- Basic skill maintaining composure in a high production and changing environment
- Basic skill navigating multiple screens and PC applications and adapting to new technologies
- Basic skill performing mathematical calculations and working accurately with numbers
- Basic verbal and written communication skills
- Desired- Exposure to member/customer service preferably in a call center, retail banking or financial institution
- Desired- Exposure to working in a credit union environment
30
Member Service Representative Resume Examples & Samples
- Analyze, research and resolve problems and discrepancies related to member accounts/loans - Basic/Routine
- Counsel current and prospective members about Navy Federal's products and services - Under immediate supervision
- Effectively perform all duties required for MSRs-CCO - Basic/Routine
- Perform account transactions - Basic/Routine
- Provide member service via phone or other media (e.g. email, chat, etc.) - Basic/Routine
31
Member Service Representative Resume Examples & Samples
- High School graduate or GED equivalent
- Possess one or more of the following
- Credit union or financial services experience
32
UM Credit Union Summer Student Member Service Representative Resume Examples & Samples
- Provide first-class service to our members
- Maintain a cash drawer, count money and prepare your drawer for balancing
- Process all monetary transactions for members including; deposits, withdrawals, loan transactions and update member information
- Handle all member requests and advise members on services offered by the credit union
- Respond to member questions regarding credit union policies and procedures
- Attend UMCU sponsored events both on and off campus
- Math and general clerical skills
- Excellent attention to detail even in a fast paced environment
- Ability to work some Saturdays is required
- Reliable transportation to commute between our 3 Flint area branch locations
33
Member Service Representative Resume Examples & Samples
- Good typing and math skills and ability to use calculator with speed and accuracy. English, typing, math and bookkeeping courses would be acquired at the high school level, or equivalent vocational training
- Basic knowledge of data processing and ability to accurately enter financial data to on-line computer terminal
- Good communication and interpersonal skills to effectively interact with members. Ability to use tact and maintain confidentiality of financial information
- Ability to maintain schedules and work well with others
- Twelve to eighteen months general office experience
34
Member Service Representative Henderson Resume Examples & Samples
- Counsel current and prospective members about Navy Federal's products and services
- Working knowledge of savings and checking products, accounts and services
- Effective skill building effective relationships through rapport, trust, diplomacy and tact
35
Member Service Representative Resume Examples & Samples
- Able to take ownership of the call and ask probing questions when warranted and to maintain appropriate call control
- Understands the importance of great member service, all while protecting confidential data
- Must keep up with a fast-paced environment and ever-changing trends, policies, and procedures
- Someone who is comfortable in handling situations dealing with Fraud
- Ability to be empathetic in a high pressure/emotional situation
- Experience in managing multiple priorities independently and/or in a team environment to achieve goals
- Familiarity with applicable NCUA and federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
- Effective skill in producing desired results and achieving goals and objectives
- Effective skill in resolving member/customer problems
- Effective skill interacting tactfully and effectively in difficult situations
- Desired - Experience in a sales, cross selling or up-selling environment
- Desired - Working knowledge of Navy Federal Contact Center procedures, policies and practices
- Desired - Working knowledge of accounting, credit, and/or lending principles and techniques
- Desired - Working knowledge of multiple financial products such as consumer or mortgage loans, credit cards, savings/checking accounts, etc
36
Member Service Representative Resume Examples & Samples
- Consistently provide members with exceptional customer service
- Assist internal and external customers via incoming telephone calls
- Actively listen to customers and respond appropriately
- Utilize the BCBSMA computer system to look up and record information regarding a customer’s account
- Advise customers regarding policy and benefit information for multiple health plans
- Coordinate internal activities necessary to research and resolve inquiries and provide accounts with service solutions
- Meet and exceed daily, weekly and monthly performance goals
- Provide a high level of service to both external and internal customers
- Creative problem solving within a team environment
- Desire to create a caring atmosphere for customers
- Flexibility and willingness to change as business needs change within the division
- Take ownership of work
- See opportunity in the unexpected
- Prior experience assisting members and/or providers with telephone inquiries
- Experience in a Windows environment preferred
- Excellent organizational, problem solving, communication and interpersonal skills
37
Medicare Markets Member Service Representative Resume Examples & Samples
- Comply with CMS and DOI contract requirements; keeping well informed of pertinent changes to regulations
- Act as a resource and liaison for multiple partners to assist members with obtaining assistance for overall resolution
- Utilize the BCBSMA computer system to look up and record information regarding a customer's account
- Advise customers regarding policy and benefit information for their health plan
- Trend and share best practices by identifying process improvements and initiatives as well as contributing to solutions
- Actively listen to customers and respond appropriately to their inquiries
38
Member Service Representative Rockville Resume Examples & Samples
- Perform platform banking functions
- Ability to work independently and in a team environment
- Basic skill maintaining composure in a high production and changing environment
39
Member Service Representative Resume Examples & Samples
- Receives and pays out money per member’s request
- Verifies checks and cash and examines documents for essential elements
- Enters members’ transactions into the teller system and provides receipts
- Reviews members’ accounts in order to make appropriate decisions
- Balances cash drawer daily
- Promotes TowneBank as well as all related bank products
- Provides assistance to members in person and on the phone
- Follows the bank’s security guidelines on daily basis
- May perform other duties such as balancing the cash dispenser, settling the ATM, ordering supplies, settling internal bank accounts, etc
- Ability to accurately input information
40
Member Service Representative North Temecula Resume Examples & Samples
- Effective organizational, planning and time management skills
- Effective research, analytical, and problem solving skills
- Effective skill exercising initiative and using good judgment to make sound decisions
41
Member Service Representative Resume Examples & Samples
- Monitor cash operation and branch self-auditing efforts to keep credit union assets secure and within operational limits
- Administer branch budgeting, purchasing and records retention for business expenses
- Analyze statistics and reports to discover, report and leverage business performance and trends
- Assist other areas of the credit union to support member service requirements and initiatives
- Conduct recruiting, on-boarding and initial training of new team members
- Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc
- Ensure compliance with all security, safety and emergency preparedness procedures
- Ensure the branch team develops and maintains strong technical, soft and leadership skills; strong cohesion; high morale; and strong performance levels
- Ensure the branch team develops, achieves and maintains product, service and business goals including to cross service Navy Federal products and services
- Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures
- Lead and motivate the team to deliver high quality member service ensuring delivery is accurate, complete, swift and courteous
- Leverage internal recognition and recreation programs to incent and reward team members for effort and results
- Monitor and leverages resources to maintain high operational efficiency and seek continuous improvement
- Exposure to managing multiple priorities independently and/or in a team environment to achieve goals
- Exposure to member/customer service operations to include understanding of effective member/customer service philosophy
- Exposure to supervising and leading employees
- Exposure to work which displays increasing levels of responsibility and/or authority
- Effective clerical, technical or administrative skills
- Effective word processing and spreadsheet software skills
- Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
- Familiarity with financial institution and lending practices, principles and regulations
- Familiarity with retail banking industry best practices
42
Member Service Representative San Luis Rey Resume Examples & Samples
- Ensure cash and other negotiable instruments are handled properly
- Effective verbal and written communication skills
- Desired - Experience in working in a credit union environment
43
Member Service Representative Resume Examples & Samples
- Primary duties may include, but are not limited to: Responds to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility and claims
- Analyzes problems and provides information/solutions. Operates a PC/image station to obtain and extract information; documents information, activities and changes in the database
- Develops and maintains positive customer relations and coordinates with various functions within the company to ensure customer requests and questions are handled appropriately and in a timely manner. Researches and analyzes data to address operational challenges and customer service issues
- Provides external and internal customers with requested information
- Under immediate supervision, receives and places follow-up telephone calls / e-mails to answer customer questions that are routine in nature
- Requires limited knowledge of company services, products, insurance benefits, provider contracts and claims
- Seeks, understands and responds to the needs and expectations of internal and external customers
- Weekly pay and service bonus plans
44
Member Service Representative Resume Examples & Samples
- Providing customer focused service and timely solutions to problems
- Word software application
- Taking personal responsibility in seeking solutions to problems
- Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals
- Basic mathematical calculations to accurately perform monetary transactions
- Promoting the sales of insurance, travel, club and membership products and services
- Office cash procedures as they relate to membership, travel and insurance payments; on-line cash register operating procedures and payments for Auto Club Group (ACG) products and PPS. Balancing and daily remittance procedures
- Technology related to travel (e.g. Focal Point, View Point, ITT, Global Max, etc.), insurance sales (i.e. POS, IMS, IPM) and membership systems
- Excel software application
- Conduct outbound promotional calls for insurance and/or travel
- Communicate effectively (verbal and written) with others in a work environment
- Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility
- Work under pressure in a high volume, fast paced customer service environment
- Work irregular hours including holidays and weekends (may include community events)
45
BCU Member Service Representative Resume Examples & Samples
- Proficient in processing consumer loans from application to close with proven sales results
- Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs
- Process consumer loan applications, consult to close loans with ancillary products and service member loan requests
- Responsible for the achievement of individual sales and service goals including consumer loan origination sales
- Successfully complete all required registrations or certifications as needed
- Minimum 2 years experience in Financial Institution, cash handling, and/or retail sales is preferred
- Ability to consistently represent one’s self, and the credit union, in a positive and professional manner at branch and outside business development events
- Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems
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Member Service Representative, Black Mountain Resume Examples & Samples
- Analyze, research and resolve problems and discrepancies related to member accounts/loans - Moderately Complex/Varied
- Perform platform banking functions - Moderately Complex/Varied
- Desired - Experience in member/customer service preferably in a call center, retail banking or financial institution
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Senior Member Service Representative Resume Examples & Samples
- Candidates who meet the minimum requirements of the position will be sent a required online assessment to the email address listed in the application
- Perform platform banking functions - Most Complex/Unusual
- Analyze, research and resolve problems and discrepancies related to member accounts/loans - Most Complex/Unusual
- Understand member needs, provide unparalleled quality service and respond quickly and accurately to member requests for information, follow up and problem solving - Significant Impact
- Provide mortgage information to members regarding products, services, policies & rates - Most Complex/Unusual
- Serve as resource for the resolution of complex and/or unique problems - Assist in leading
- Serve as subject matter expert regarding business functions, systems, policies and/or procedures
- Identify patterns of activity indicating possible fraud or account abuse
- Maintain and communicate current knowledge of Navy Federal products/services, security updates, fraud alerts, policies, procedures, marketing initiatives, etc
- Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
- Serves as Assistant Treasurer and signs withdrawal checks within limits of authority
- Serve as mentor/trainer and provide guidance and assistance to team members
- Maintain team training programs and materials ensuring they are kept current
- Act as supervisor/manager in the incumbent's absence
- Provide functional/operational support to the branch/division as business needs and workload dictates
- If selected, Senior Member Service Rep may serve as a Mortgage Loan Officer and will be required to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
- Expert skill using appropriate cross servicing techniques and member engagement methods
- Expert knowledge of multiple financial products such as consumer or mortgage loans, credit cards, savings/checking accounts, etc
- Expert skill in all functions relating to cash and ATM operations
- Expert research, analytical, and problem solving skills
- Expert skill exercising initiative and using good judgment to make sound decisions
- Extensive knowledge of electronic and alternate delivery channels
- Expert knowledge of applicable NCUA and federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
- Expert verbal and written communication skills
- Expert skill interacting tactfully and effectively in difficult situations
- Expert skill maintaining composure in a high production and changing environment
- Experience in leading, guiding and mentoring others
- Expert skill navigating multiple screens and PC applications and adapting to new technologies
- Desired - Advanced knowledge of applicable NCUA and federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
- Desired - Associates Degree in Finance, Accounting, Business Administration or the equivalent combination of training, education, and experience
