Member Service Representative

Description

Are you passionate about helping people and providing exceptional service? Do you want to be a key part of a financial institution who puts members first? Join the OUCU Financial team in our newest branch in Lancaster as a Member Service Representative and make a positive impact on the financial well-being of our community! 

Member Service Representatives at OUCU Financial are the focal point of the Credit Union's member relationships. Meeting with members on a daily basis, you will talk about our different account options, loans, savings products, and account maintenance. Growing relationships and connecting members with the best products and services to meet their needs is what we do!

At OUCU Financial, we believe that our employees make the difference. We recognize, appreciate, and empower our most valued assets - our employees! We offer an enthusiastic, team-oriented environment with unlimited growth opportunities. In addition, at OUCU, you will find a competitive compensation package, comprehensive training programs, an outstanding benefits package with an incredibly generous 401(k) retirement plan, and multiple volunteer opportunities to help our communities. The pay for this position starts at $18.21 per hour, with relevant education and experience considered in determining the starting pay rate. This position also earns incentive monthly, and we do not put any cap on the amount of incentive that can be earned.

Duties Include:

• Welcome and assist members with their financial needs in a friendly and professional manner; opens new accounts, provides guidance on account features. 
• Identifies all products and services needed by the member, including consumer loans, commercial loans, mortgage and home equity products, deposit and saving products, and financial planning services. Recommends and cross-sells products and services to meet members' financial needs. 
• Resolves member concerns efficiently while maintaining a positive experience. 
• Interviews consumer loan applicants and provides information on consumer loan products that best meets the member's needs; requests and reviews all required documentation to obtain a loan.

Our benefits include:

• Multiple medical plan options, dental and vision insurance, OUCU pays 80%.
• Employer paid long-term disability insurance, life insurance, and dependent life insurance.
• Paid vacation, sick, and personal time off. Vacation time increases based on years of service.
• Generous 401(k) retirement plan.
• 11 paid holidays per year.
• Paid time for volunteer opportunities to help our communities.
• Educational Reimbursement.
• Annual stipends to purchase logo wear.
• Free dividend checking and wires, Half off tax preparation fees.
• Free premium subscription to the Calm.com app with the ability to add dependents.

Requirements

• Associate’s degree or equivalent education and experience.
• Experience in sales and customer service.
• Experience in financial services preferred.
• Excellent verbal communications, grammar, and interpersonal skills as well as above average listening skills to determine member needs and take appropriate action.
• Professional appearance and demeanor and able to work and communicate well with employees and members, without close supervision.
• Ability to maintain a positive attitude and contribute to a team environment.
• Resume and cover letter required.