Member Service Representative I

United Nations Federal Credit Union

Why join this team:
LIC Service Center is a growing department that handles a wide range of member service requests. We handle prospective member applications for UN Staff, affiliates and family members from various regions across the globe. Along with processing applications, our team plays a vital role in enhancing our prospective member online portal to ensure we are continuing to elevate the member experience.

What you’ll do:
Review a high volume of new account applications to verify eligibility of prospective members. Responsible for validating member information to ensure documentation conforms to UNFCU’s policies and regulatory compliance (OFAC, Anti-Money Laundering, Chexsystem, etc.).

Communicate and follow-up with prospective members via email regarding missing/incomplete account documentation/information, and review pending emails in LIC Branch queue to process pending account applications.

Complete sales tracking forms in accordance with procedures.

Respond to routine account inquiries and assist members in the completion of all forms and applications in person, via phone or email.

Maintain confidentiality of all member account information.

Perform any other functions as requested by management

What we’re seeking:
High School Diploma and one to two years of banking experience in a back office role

PC proficiency, including MS Office

Banking product knowledge and adherence to banking guidelines

Excellent oral and written communication and organizational skills

Working knowledge of best service practices to meet the needs of members

Excellent interpersonal skills and detail orientation

Ability to Multi-task in a fast paced environment

What makes you stand out:
Great at collaborating with colleagues and working independently

Detail oriented and takes initiative in problem solving

Exceptional organizational skills

Who we are:
UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture.

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