Member Services Representative Membership

Brief DescriptionJoin Our TeamFor over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.SummaryThe Member Services Representative establishes new accounts and makes changes to accounts (i.e., adding/removing joint members and beneficiaries, name changes). Supports Teachers branches, Contact Center, and other departments.Education And/or ExperienceHigh School Diploma or GED requiredMinimum one year of general work experience requiredBanking experience preferredProficient in MS Word and Excel requiredStrong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are requiredKnowledge of Teachers policies, practices and systems preferredCritical thinking and problem solvingA team player and good collaboratorProfessional with a strong work ethicJob ResponsibilitiesProcesses incoming email, postal mail, fax, Docusign, and Salesforce requests on a daily basisResponds to requests for change-of-address, add/remove joint member, beneficiaries, name changes due to marriage, divorce or legal name changesReviews and updates accounts for W-8BEN forms and Power-of-Attorney formsEstablishes accounts (e.g., checking, savings, holiday and vacation clubs, etc.) using Avoka/Docusign/DNA WizardResponds quickly, accurately and courteously to members, branch/other departmentsIdentifies issues requiring follow up, contacts members to obtain information, and mails forms and other documentation Processes DocuSign forms for member requested data changes following process and procedureEducates members by advising them of additional Teachers products and servicesPlacing restrictions on accounts, updates mail codes and sends correspondence to members requesting address change per policy and procedureLogs member requests into Salesforce and maintains cases referred to the Membership DepartmentUses Salesforce to process cases, create partner referrals, and logs information from member phone conversations Performs other duties as needed upon request by immediate supervisor Benefits Of Joining The Teachers TeamWe provide a competitive compensation and benefits package that includes, but is not limited to:Paid time off for vacation, personal days, and holidaysFully-funded pension plan401(k) company contributionTeachers pays 100% of Dental & Vision premiumTuition reimbursement is offered to full-time employeesExclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $18.60- $21.86 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.To learn more about Teachers and to view a full list of our job opportunities please visit here to view: California Privacy Notice

Created: 2025-03-17