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Member Services Representative

The Ohio Educational Credit Union · Cleveland, OH

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Company Description The Ohio Educational Credit Union (OHecu) is a full-service financial institution dedicated to understanding and meeting the unique financial needs of its members through diversified products and services. Rooted in the credit union philosophy of “People Helping People,” OHecu emphasizes personalized service, financial education, and member-focused solutions. Established in 1933 as the Cleveland Teachers Credit Union, it has a long history of serving educators and their families with quality financial services. Since 1990, membership has expanded to include all educational institutions across Ohio and various other organizations, offering broader access to cooperative financial benefits.Role Description The Member Services Representative is a full-time, on-site role based in Cleveland, OH. This position is responsible for assisting members with everyday banking transactions, such as deposits, withdrawals, account inquiries, and loan payments, while ensuring accuracy and adherence to policies. The role includes answering member questions in person and over the phone, resolving issues, and providing guidance on credit union products and services that best fit member needs. The Representative will open and maintain accounts, process applications, and support members with digital banking tools. Collaboration with team members to improve service processes and contribute to a positive branch environment is also expected.Qualifications Candidates should possess strong Customer Service and Communication skills to interact effectively with members and colleagues.Candidates should possess solid Phone Etiquette and interpersonal skills to manage inquiries and resolve member concerns professionally.Candidates should possess Computer Literacy skills to use banking software, digital platforms, and standard office applications efficiently.Candidates should possess basic Finance knowledge to explain credit union products, account features, and loan options clearly.Attention to detail and accuracy in handling transactions and confidential information.Ability to work on-site in a member-facing role and contribute to a team-oriented environment.Prior experience in banking, credit unions, or retail customer service is preferred but not required.High school diploma or equivalent; additional coursework in business or finance is a plus.