Member Service Representative
Company: Commonwealth One FCU.
Location: Alexandria
Posted on: February 18, 2026
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Job Description:
Job Description Job Description Job Description Overview
Compensation: Non-Exempt Location Type: On-site Office Location:
4900 Seminary Rd, Alexandria, VA 22311 Position Type: Full Time The
Member Service Representative delivers exceptional member service
and will perform a variety of sales and service functions such as
providing information on all Credit Union (CU) services, processing
transactions, and effectively engaging members in consultative
cross-selling of products and services that meet the member’s
specific needs. The Member Service Representative may be assigned
to float to another branch to provide coverage. All Retail team
members must fully understand CU products and services and be able
to assist members to use these products and services. The MSR is
expected to demonstrate assigned core competencies and meet
assigned goals. Responsibilities Greet and welcome members to the
CU in a courteous, professional and timely manner, providing prompt
accurate, and efficient member transactions. Provide product and
service information to existing members and prospective members.
Anticipate and recognize member issues, complaints, or problems,
and facilitate the resolution of these issues. Open new accounts.
Process stop payment requests, payroll deduction, ATM pin changes,
requests for new products and services, and various other requests.
Process loan requests. Originate loan applications. Disburse
approved loans. Identify cross-sell opportunities and cross-sell
products and services to members. Distribute information brochures
and disclosures. Assist in meeting sales, membership, and
promotional goals for the branch. Assist in meeting First Mortgage
& Investment referrals. Conduct outbound calling to follow up on
new member accounts and/or acquire new member loan business.
Ensures compliance with all applicable federal regulations,
including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.
Complete required training when assigned. Performance Expectations
Meet assigned goals. Recommend CU product and service solutions to
members that will help our members’ financial life to be better.
Perform functions efficiently, effectively, accurately, and in
accordance with established policies, standards, and security
procedures. Adhere to and uphold all written policies and
procedures of the CU, including BSA/CIP and OFAC monitoring and
reporting, security operation, and personnel policies. Reports and
records are accurate, complete, and timely. Cooperative and
positive attitude towards members and CU team members. Supervisors
are appropriately informed of branch activities. The CU’s
professional reputation is maintained and conveyed. Professional
appearance and demeanor are maintained. Dependable record of
attendance and timeliness. Demonstrate the CU’s Core Values and
Cultural Beliefs. Education & Experience One year to three years of
sales and service experience in a financial institution. High
school education or GED, required. Basic math/ computation, and
cash handling experience, required. Knowledge of CU or banking
products, services, and/ or lending experience, preferred. Skills &
Abilities Consistent excellent customer service skills. Strong
written, verbal, and interpersonal communication skills.
Problem-solving and conflict resolution capabilities. PC skills
(including Microsoft Office and banking platforms). Ability to
handle multiple tasks with attention to detail. Other Pertinent
Information: Regular and satisfactory attendance required. Must
maintain an acceptable personal credit history and be bondable.
Summary of Physical Demands: While performing the responsibilities
of the job, the employee is required to convey detailed or
important instructions and ideas accurately, audibly and quickly;
hear average or normal conversations and receive ordinary
information; use hands to perform such tasks a computer typing,
file maintenance, using telephones, ten key adding machines and
related office equipment; regular and frequent movement requiring
use of hands, writes, arms, fingers; visual acuity required to
prepare, read, and inspect documents and interpret information on a
PC screen. This is primarily sedentary office work with occasional
physical activity requiring lifting of small boxes/files. Ability
to sit for long periods of time.
Keywords: Commonwealth One FCU., Bel Air North , Member Service Representative, Customer Service & Call Center , Alexandria, Maryland
