Job description

Description: Member Experience Representatives (MERs) build relationships and cultivate financial wellness empowering people to focus on what matters. MERs deliver extraordinary service by creating value for Members through recommending appropriate products and services to which will help them make money, save money, save time, and add peace of mind and convenience to their lives.

• Provide extraordinary member service by being knowledgeable, engaging with Members, making Members feel valued and consistently applying defined service standards.
• Listen actively to fully understand and answer Members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for Members that will help them make money, save money, save time, and/or add convenience and peace of mind. Look for ways to enhance members’ relationships by building trust and confidence.
• Accurately process requests in accordance to the MER 1 responsibilities, including but not limited to, conducting information inquiries, funds transfers, loan payments, processing wires, skip-a-pay requests, ACH disputes, stop payments, card services related requests, ordering checks, etc.
• Review all activities for compliance with established policies, procedures and regulations.Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer.
• Perform miscellaneous duties such as end of day activities, filing, maintaining supplies, etc.

Requirements:

• Must have High School Diploma or equivalent
• Previous financial industry experience preferred
• Previous contact center experience preferred
• Must be able to learn and apply a variety of software applications
• High degree of accuracy and attention to detail
• Prior experience in a retail service environment to include member service preferred

Job Type: Full-time

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