Member Service Representative at Rise & Learn Global

Key Responsibilities:

• Uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
• Provide a memorable member experience at each and every touch point.
• Deepen connections with members to better understand their needs by asking effective questions and building relationships.
• Become a trusted advisor to members by presenting the features and benefits of UNFCU’s products and services that will best satisfy their current and future needs.
• Investigate issues with member accounts/loans, determine action necessary to resolve the issues, and ensure action is taken in a timely fashion; follow up to ensure that the issue is corrected, and keep members informed of the status of their issues.
• Ensure compliance with applicable regulations and UNFCU’s policies and procedures, and keep abreast of changing/new regulations, UNFCU’s products, procedures and technology.
• Verify eligibility of prospective members, establish new memberships, and open new accounts.
• Respond to members’ telephone inquiries and requests, and prepare responses to member correspondence.
• Maintain confidentiality of all member account information.
• Assist with administrative functions that contribute to office efficiency, including clerical/reception duties as necessary.
• Conduct member presentations and service calls within their location and out of duty stations as required.
• Actively participate in Credit Union training programs.
• Exhibit flexibility and perform any other functions as requested by management.
• Adhere to UNFCU’s compliance requirements, including maintaining awareness of and reporting suspicious activity, completing relevant BSA reports promptly and accurately (e.g., CTRs, SARs), and completing annual BSA/AML/OFAC training. 

Who We Are Looking For:

Minimum Qualifications & Experience:

• University graduate and a minimum of 4 years of experience in a financial institution.
• Business Degree or equivalent preferred.
• Experience with retail banking products and services preferable;