Clerical Assistant and Credit Member Services

Professional Credit Union is seeking a Member Services Representative . Hours: Monday- Thursday 8 am-5 pm Friday 7:30 am-5 pm Salary is $30/K-$34/K based on experience. Business Professional Dress - small office atmosphere. This is a non-cash facility unless you are helping a member with a deposit. Previous Credit Union and banking experience is a PLUS, preferably credit union experience Seeking a detail-oriented and customer-focused Member Services Representative to join our team. The ideal candidate will provide exceptional service to our members by addressing their financial needs and ensuring their banking experience is seamless and convenient. This role requires a strong understanding of financial services, excellent communication skills, and the ability to work in a fast-paced environment. Responsibilities - Process financial transactions, including membership applications, debit cards, and cash deposits, accurately and efficiently, along with other duties not listed. - Provide top-notch customer service by answering questions, addressing concerns, and resolving issues in a professional and courteous manner. - Utilize knowledge to promote financial products and services, identifying opportunities to better assist our members. - Develop and maintain strong relationships with members. - Maintain a clean and organized workspace, ensuring the banks appearance is professional and welcoming. - Perform basic math calculations as needed. - Maintain confidentiality and adhere to all bank policies and procedures. Experience - Prior experience in a financial services or banking environment is not necessary. - Familiarity with cash handling. - Strong understanding of financial services and products. - Ability to work in a dynamic and fast-paced environment. - Excellent communication and interpersonal skills. - High school diploma or equivalent required. Skills - Cash handling, and use of computers and various office equipment - Strong understanding of financial services and products. - Basic math skills. - Excellent customer relationship management skills. - Ability to multi task - Strong relationship management skills. Benefits: Credit union membership Flexible schedule Retirement plan after 1 year of service Performance Bonus eligible after 6 months 2 weeks PTO - accrued the 1st year Schedule: Monday to Friday No weekends Perform other company clerical duties Provide clerical and general housekeeping duties Perform various other clerical functions Provide clerical support for agency Maintain filing system, and provide general clerical function Provide clerical assistance to assigned department Maintain clerical/accounting and budget records Fax documents and perform other clerical functions Perform clerical work related to nursing Perform other clerical tasks to support department operations Supplement staffing for a clerical position Perform a wide variety of clerical support duties Perform basic clerical duties, answering phone calls, greeting customers, orders office supplies Assist with clerical duties such as photocopying, faxing, filing and collating Provide clerical and data entry support to the accounting department Answering and directing phone calls Any other minor clerical tasks Assist management and plant personnel with clerical tasks Assist with other related clerical duties such as photocopying, faxing, filing and collating

Created: 2025-06-05