Member Solutions Representative

Job not on LinkedIn

🕒 6 days ago

🗽 New York – Remote

🗽 New York – Remote

💵 $21 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Representative

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Beginnings Credit Union

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1953

🏦 Banking

🛡️ Insurance

Banking • Insurance

Beginnings Credit Union is a member-owned financial cooperative (credit union) founded in 1953 that provides personal and business banking products and services. It offers deposit accounts (checking, savings, money market, certificates, IRAs), consumer and commercial loans (personal, auto, student, mortgages, home equity, commercial real estate, construction), business banking and merchant services, digital/mobile banking apps, payment and account services, financial education, and insurance and investment solutions. The credit union emphasizes local, relationship-focused service, community impact programs, and member benefits such as prize-linked "Lucky Savers" accounts.

📋 Description

• Provide outstanding service to members through various inbound and outbound channels including phone calls, video calls, email and other channels as developed. • Work efficiently to assist members in a calm, polite, and professional manner. • Responsible for member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with accuracy and in a timely manner. • Resolve member issues and concerns within the position's level of authority and in accordance with Credit Union's policies. • Direct members to the appropriate resource and/or Supervisor when a solution is outside the scope of the Member Solution Rep I’s authority or responsibility. • Successfully completes all training and keeps abreast of company policy changes. • Participate in Saturday rotation and works additional hours for special projects. • Meet or exceed sales or referral goals as an individual and collaboratively with the team. • Perform other job duties as assigned by manager.

🎯 Requirements

• Zero to six months of similar or related experience. • High school education or equivalent. • To provide prompt accurate, and professional service to all members and potential members through multiple platforms. • To be available for member inquiries through various communication methods. • To process member transactions accurately and in accordance with Beginnings policy and procedures. • To maintain a positive attitude and a spirit of teamwork. • To successfully sell and refer credit union products and services.