Member Service Representative

Job Description

Position Objective:

Is accountable for providing complete/product service information to our members, including Individual Retirement Account (IRA) and consumer loan products; handling member concerns, opening new memberships/accounts, cross-selling all financial products.

Essential Job Functions:

Maintains and provides complete deposit product and consumer loan knowledge and cross-sell products and services to our members

Assists members by discussing financial products and services that meet their financial needs

Responsible for compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations

Projects a sound and professional image when communicating on the telephone, or when members enter the branch

Shows courtesy and respect to both members and coworkers

Maintains a positive work atmosphere by acting and communicating in a manner so that the employee gets along with members, vendors, co-workers, and management

Responds to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.

Coordinate and participate in providing member service in all paying and receiving functions of the Credit Union, including deposits, withdrawals, wires, stop payment, loan payments, loan disbursements, loan processing, and payroll deduction changes

Position Location: Orangeburg and Yonkers, New York CommutingCompany Description

Rockland Employees Federal Credit Union is committed to providing the best possible financial services, value and financial education to its diverse membership. We work with many Select Employee Groups (SEG’s) in Rockland County which allow us the opportunity to provide credit union benefits to their employees. We have 4 branches: Spring Valley (Headquarters), Orangeburg (Rockland Psychiatric Center), Yonkers (formerly known as Yonkers Postal Employees Credit Union) and West Haverstraw (Helen Hayes Hospital). We are committed to helping our members in any way we can by providing an ear to listen, advice to help them progress and creating the tools they need to become more financially stable. We strive to provide them with the latest product innovation, flexible services and the promise of dedication.