Member Services Rep TERM

NOTE: This is a Term position scheduled to end on October 1 2026. A Term position is a staff position that generally exists for a period longer than six months but is not expected to last beyond one year. Although the position has an anticipated end date of October 1 2026 staff who accept term positions are not guaranteed employment for the entire period and are employed for indefinite periods within the limits of the appointment. There are no guarantees of continued employment either during the term of the appointment or after the position ends.

The Member Services Representative serves as a primary liaison between Vanderbilt Credit Union and its members. This front-line role is responsible for delivering exceptional service by assisting members with transactions opening new accounts providing education on products and services and resolving concerns with professionalism and efficiency. The ideal candidate will foster trust promote financial wellness and support the credit unions mission through reliable and optimistic service.

MemberServices(70%)

• Greet and assist members in person by phone or by email with professionalism and care.

• Process routine financial transactions accurately and efficiently including deposits withdrawals transfers and loan payments.

• Open and maintain member accounts ensuring all documentation is complete and accurate.

• Address member inquiries resolve issues and refer complex matters to the appropriate staff member.

• Proactively identify member needs and recommend appropriate credit union products and services.

• Educate members on credit union services online banking tools and basic financial literacy.

• Assist members with account balancing direct deposit setups and payroll deduction forms.

• Mail receipts checks and documentation in accordance with credit union procedures.

• Maintain a positive honest and service-oriented attitude at all times.

BranchOperations(10%)

• Operate in full compliance with applicable laws regulations and internal procedures.

• Keep current with updates to services policies and transaction procedures.

• Maintain accurate account records and ensure data integrity.

• Exhibit reliability professionalism and a willingness to solve problems independently and collaboratively.

Teller(10%)

• Provide backup support at the teller line as needed.

• Process basic teller transactions with speed accuracy and attention to detail.

Administrative(10%)

• Mentor and coach junior staff as needed supporting a culture of growth and development.

• Perform additional duties or special projects as assigned by the President.

Qualifications

• High school diploma or equivalent required; college coursework or degree preferred.
• 13 years of experience in customer service preferably in a financial institution.
• Strong communication and problem-solving skills.
• Attention to detail and a commitment to maintaining confidentiality.
• Ability to navigate computer systems and banking platforms.
• A positive member-focused attitude with a willingness to learn and grow.