Virtual Member Service Representative

Redondo Beach, CA - USA

Monthly Salary: USD 23 - 26

Posted on: 26-10-2025

Vacancies: 1 Vacancy

Job Summary

Position Summary

The Virtual Member Service Representative is a floating position that will report directly to the Branch Manager. This is a dual role working as an MSR a Virtual employee and floating to other branches for support as needed. It will assist new and existing members with their financial needs Interactive Teller Machine (ITM) processing open and close accounts transaction processing cash handling cross-selling answer calls and perform other duties as assigned.

RESPONSIBILITIES:
Assist members directly and virtually with teller transactions incoming calls account maintenance and inquiries regarding products and services.
Process all wires Interactive Teller Machine processing Mobile Check Deposit processing P2P and Bill Pay assistance
In branch- and online account opening
Actively cross-sell products and services to members to achieve or exceed established individual and branch sales goals.
Ensure compliance with all applicable Credit Union policies and procedures.
Maintain accuracy via transactions and information provided during video calls phone calls and emails.
Act as a liaison between members and other departments providing insight into trends that may be impacting member service.
Troubleshoot and resolve members and internal inquiries in a timely manner and accurate manner communicating the resolution to affected parties.
Respond to all online banking requests emails phone calls and messages.
Perform all Virtual and MSR duties as assigned
Perform other duties as assigned

REQUIREMENTS:
1-3 years of related experience in a financial institution or call center environment
Banking and Call Center experience required
Must be able to travel to other branch locations as needed
Employee must be professional dependable and flexible
Excellent Communication Skills
Excellent Organizational Skills
Enthusiastic towards job functions and duties
Capable of working independently with little or no supervision
Self-Motivator and ability to formulate solutions
Windows Word Excel and Internet proficiency.
Ability to prioritize tasks

Required Experience:

Unclear Seniority

Position SummaryThe Virtual Member Service Representative is a floating position that will report directly to the Branch Manager. This is a dual role working as an MSR a Virtual employee and floating to other branches for support as needed. It will assist new and existing members with their financia...

Position Summary