Location: 2313 E Venango St, Philadelphia, PA 19134
Benefits: Healthcare, HSA, FSA, Dental,
Vision, Parking discount, EAP, Retirement Savings 403 (B) plan, PTO: 18 days
(new employee) & 24 days (after 2 years), Holidays 10 days, and Disability,
Life Insurance, Tuition Reimbursement, ESL classes, annual retention bonus.
Position Overview
The Member Service Representative assists members with
financial needs through transaction processing, product recommendations,
account resolution, service changes, and new account openings—always delivering
service in a friendly and professional manner and following credit union
policies.
Role Impact
This position is essential to branch operations. You will
build trust with members, support their financial wellness, ensure
transactional accuracy and compliance, and contribute to a positive branch
environment.
Qualifications & Attributes
- Organized,
efficient, and conscientious - Approachable,
friendly, courteous, and customer-focused - Analytical
thinker with strong self-motivation - Independent
self-starter with a learning mindset - Ethical,
goal-oriented, adaptable - Creative,
curious, and thrives in a fast-paced environment - Culturally
aware and supportive of diverse populations - Excellent
verbal and written communication - Bilingual
in English and Spanish
Responsibilities
1. Member Services
- Respond
to member and prospect inquiries - Open
and screen new accounts - Handle
stop payments, check copies, direct deposit setups, and signature
verifications - Assist
with loan applications and provide basic product education - Cross-sell
credit union products and services - Order
checkbooks and support ATM PIN requests
2. Teller Obligations
- Prepare
and balance cash drawer at shift start and end - Process
face-to-face, mail-in, and phone transactions (deposits, withdrawals,
transfers, loan payments, fees, money orders, etc.) - Verify
fund availability and check endorsements - Secure
teller drawer and vault; print reports and resolve discrepancies - Report
large cash deposits as required
3. Office Support
- Participate
in vault counts and maintain internal control procedures - Manage
records, files, and mail processing - Ensure
clean, organized work areas - Provide
administrative support to MSRs and Branch Manager
4. Team & Company Participation
- Attend
quarterly coaching sessions, annual reviews, and department meetings - Participate
in training, assessments, surveys, and special events
Skills
- Proficient
in Microsoft Office and cloud-based tools (e.g., Microsoft 365) - Fast
learner of credit union software and databases - Exceptional
attention to detail and accuracy - Strong
written and verbal communication - Excellent
customer service orientation - Analytical
mindset and ability to work independently - Effective
working with diverse populations - Fluent
in English and Spanish
Experience & Education
- 2–4
years of credit union or banking experience - 2–4
years of customer service experience - High
school diploma or GED
Physical & Work Environment
- Frequently
required to stand, sit, talk, hear, and move around the office - Operate
standard office equipment; requires close vision and focus - Adequate
noise levels typical of a branch environment - Travel
up to ~10% for meetings or events; valid driver’s license required
The
duties listed above are intended only as illustrations of the various types of
work that may be performed. The omission of specific statements of duties does
not exclude them from the position if the work is similar, related or a logical
assignment to the position. The team member profile does not constitute an
employment agreement between the employer and employee and is subject to change
by the employer as the needs of the employer and requirements of the job
change.
