Job Description
Join Our Team as a Member Services Representative!
Are you tech-savvy, detail-oriented, and passionate about providing excellent service? We’re looking for a dedicated Member Services Representative to help our members with their financial needs, troubleshoot technical issues, and build lasting relationships.
Why Join Us?
Be part of a supportive, in-person team
Opportunity to develop valuable financial and customer service skills
Competitive benefits including health, dental, vision, 401(k), PTO, and more!
Key Responsibilities:
Assist members via phone, email, and in person with product information and technical support
Perform routine financial transactions: deposits, withdrawals, transfers, cash advances, loan payments, and check cashing
Maintain and balance cash drawer accurately daily
Open, close, and maintain accounts, update member information, and process card requests
Promote and educate members on new products, features, and cross-selling opportunities
Ensure compliance with applicable laws and regulations, including fraud prevention and risk management
Troubleshoot and resolve technical issues related to accounts and financial services
Build strong member relationships through excellent service and communication
Qualifications:
18 years or older with a valid driver’s license and reliable transportation
Strong computer skills, including proficiency with Microsoft Office Suite and familiarity with financial software
Excellent math skills: ability to add, subtract, multiply, and divide using whole numbers, fractions, and decimals
Comfortable with using calculators and handling cash accurately
Demonstrated ability to quickly learn new technology and systems
Prior customer service, sales, or cash handling experience preferred but not required
Physical ability to stand, bend, lift, and perform routine tasks in an office environment
What We’re Looking For:
Tech-savvy individuals with strong computer and math skills
Detail-oriented team players with excellent communication skills
Motivated to learn and grow within the financial industry
Benefits:
401(k) with company match
Health, dental, and vision insurance
Paid Time Off (PTO)
Pension plan
Ongoing training and development opportunities
Work Schedule:
Day Shift, Monday to Friday
In-person office setting
Experience Level:
No prior experience necessary—we provide training!
We are a credit union located in downtown Indianapolis.
We are a credit union located in downtown Indianapolis.
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