Member Service Representative I
Company: Coastal1 Credit Union
Location: Providence
Posted on: April 1, 2026
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Job Description:
We are looking for a Member Service Representative for our
Mineral Spring Ave branch located in North Providence! Our Member
Service Representatives are responsible for creating and sustaining
a welcoming environment with a desire to discover and support
members’ financial needs and goals. They assist members with
everyday transactions, account opening, maintenance, and consumer
lending needs, while delivering exceptional service. Proactively
engage with members to uncover needs and enhance member
relationships by educating members about products and services that
allow them to bank smarter and meet their financial goals.
Education and Experience Requirements High School Diploma or
equivalent Prior cash handling experience Previous teller
experience required Founded in 1928 and based in Pawtucket,
Coastal1 Credit Union is a growing, member-focused organization
serving over 130,000 members. Today, Coastal1 has 19 branches
throughout RI and MA, including Bristol, Cranston (2), Cumberland,
East Greenwich, East Providence (2), Johnston, North Kingstown,
North Providence, Pawtucket (3), Providence, Smithfield, Wakefield,
Warwick (2), and North Attleboro, along with a loan production
office in Foxboro, MA. We are committed to helping members achieve
their financial goals. Coastal1 Credit Union is committed to
providing the best in products, services, rates and changes in
technology for our members convenience and security providing "The
smarter way to bank." We are focused on simply being the best
overall community financial institution in the markets we serve.
Coastal1 offers competitive pay and great benefits including
medical, dental and vision for you and your dependents. In
addition, we offer paid time off to promote work/life balance,
on-site fitness center, 401(k) with a company match, employee
homebuyer assistance, plus much more! Job Purpose Create and
sustain a welcoming environment with a desire to discover and
support members’ financial needs and goals. Assist members with
everyday transactions, account opening, and maintenance while
delivering exceptional service. Proactively engage with members to
uncover needs and enhance member relationships by educating members
about products and services that allow them to bank smarter and
meet their financial goals. Duties and Responsibilities Provide
excellent member service from start to finish with each member.
Proactively engage with members while opening new accounts such as
savings, checking, IRAs, CDs, Visa, and debit card products for
both consumer and business members. Perform all member transactions
discreetly and confidentially. Treat each member as an individual.
Enhance member relationships by asking discovery questions with a
genuine curiosity of helping members to achieve their goals.
Provides solutions by educating members about products and
services. Process all member transactions when needed and assist
members with general account questions withing the scope of their
role. Know when to refer members to the appropriate team member for
additional products and services such as loans, commercial
products, and wealth management. Ensure cash drawer and branch is
in proof at close of every business day and research errors as
needed. Follows established processes and guidelines in daily
activities ethically and with integrity. Prioritizes learning
Coastal1 products and services and completes assigned training
within the required timeframe. Perform other duties as required.
Equal Opportunity Employer
Keywords: Coastal1 Credit Union, Concord , Member Service Representative I, Customer Service & Call Center , Providence, New Hampshire