Member Service Representative (Contact Center) - Professional Search Group

Professional Search Group OC is seeking a Member Service Representative to join their clients team! The Member Service Representative is responsible for delivering a wide range of credit union products and services to both new and existing members within a needs-based sales environment, primarily through the Contact Center. This role involves providing exceptional member service when handling transactions such as receiving and disbursing funds, processing deposits, loan payments, and withdrawals, while also generating a qualified volume of product referrals.

Professional Search Group OC is proud to partner with a member focused credit union with over 70 successful years in business. They offer a competitive benefit package including medical, dental, vision, 401k with match, tuition reimbursement, discounts on products/ services & more! Ready to be a part of a great organization?! APPLY!

Member Service Representative Responsibilities:

• Open new accounts, including checking, certificates, and shares, and manage related documentation
• Process transactions for savings, checking, money market accounts, certificates, credit cards, and loans.
• Achieve Member Acquisition and Growth Strategy (MAG) targets.
• Provide accurate quotes on deposit rates, loan payoffs, and handle stop payment instructions on ACH and drafts.
• Resolve issues related to Home Banking, Bill Pay, and other electronic services, including verifying corporate check clearances through MoneyGram.
• Conduct outbound calls for member retention, membership development, pre-approvals, and cross-selling of additional products and services.
• Perform additional duties as assigned.

Member Service Representative Qualifications:

• High School Diploma or GED
• 1+ years of experience in a sales environment, preferably within the financial industry.
• Strong communication and member service advisory skills.
• Proficiency in written and oral communication, with the ability to effectively exchange information over the phone.
• Competent computer skills with a working knowledge of Microsoft Word, Excel, and Teams.
• Ability to follow written and verbal instructions and work independently with minimal supervision.