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%)

Greet and assist members in person, by phone, or by email with professionalism and care. Process routine financial transactions accurately and efficiently, including deposits, withdrawals, transfers, and loan payments. Open and maintain member accounts, ensuring all documentation is complete and accurate. Address member inquiries, resolve issues, and refer complex matters to the appropriate staff member. Proactively identify member needs and recommend appropriate credit union products and services. Educate members on credit union services, online banking tools, and basic financial literacy. Assist members with account balancing, direct deposit setups, and payroll deduction forms. Mail receipts, checks, and documentation in accordance with credit union procedures. Maintain a positive, honest, and service-oriented attitude at all times.

Branch Operations (10%)

Operate in full compliance with applicable laws, regulations, and internal procedures. Keep current with updates to services, policies, and transaction procedures. Maintain accurate account records and ensure data integrity. Exhibit reliability, professionalism, and a willingness to solve problems independently and collaboratively.

Teller (10%)

Provide backup support at the teller line as needed. Process basic teller transactions with speed, accuracy, and attention to detail.

Administrative (10%)

Mentor and coach junior staff as needed, supporting a culture of growth and development. Perform additional duties or special projects as assigned by the President.

Qualifications

High school diploma or equivalent required; college coursework or degree preferred. 1–3 years of experience in customer service, preferably in a financial institution. Strong communication and problem-solving skills. Attention to detail and a commitment to maintaining confidentiality. Ability to navigate computer systems and banking platforms. A positive, member-focused attitude with a willingness to learn and grow.