Member Solutions Representative

CFCU Community Credit Union

Member Solutions Representative offering prompt, accurate service to Beginnings Credit Union members through various channels. Assisting with inquiries and promoting products and services.

Posted 7/24/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $21 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong member service capabilities by providing accurate and timely assistance through various communication channels, while effectively addressing financial needs and maintaining a positive attitude. Capable of meeting sales goals and collaborating with team members to enhance member satisfaction.

Highest-signal resume keywords

Member ServiceSales Goals AchievementTransaction ProcessingTeam CollaborationProfessional Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingSales TechniquesFinancial Product Knowledge

Soft Skills

Positive AttitudeTeamworkProfessionalismCalmness Under Pressure

Tools & Technologies

Phone CommunicationVideo CallsEmail Communication

Industry Keywords

Credit UnionMember SatisfactionPolicy Compliance

About the role

Key responsibilities & impact

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

What you’ll need

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.

Benefits

Comp & perks

51 - 200
💼 Consulting
⚖️ Legal
🛡️ Insurance