Overview
Overview:
The Membership Representative serves as a primary point of contact for Keystone’s member-owners, offering knowledgeable support and personalized assistance across all aspects of membership. This role is responsible for maintaining membership records, supporting the coordination of patronage distributions, and promoting a strong sense of ownership and community among members. This includes handling member inquiries, resolving issues efficiently, and ensuring seamless processing of membership transactions. The Membership Representative plays a crucial role in ensuring positive and valuable membership experience, contributing to the overall success of the organization.
Duties and Responsibilities:
Include but are not limited to:
- Serve as the primary point of contact for member inquiries via phone, email, text, and in-person.
- Assist with collecting and processing new member applications.
- Ensure compliance with eligibility requirements and board approval processes.
- Maintain accurate member records in the database.
- Prepare correspondence, mailings, and other communications for members and internal team on member issues.
- Coordinate the issuance of stock certificates and assemble new member welcome packets, ensuring accuracy, compliance, and timely delivery.
- Scan and upload documents to appropriate member accounts, ensuring accuracy, proper file naming, and compliance with data management protocols.
- Assist Manager with educating internal team and members on the value and purpose of equity in the cooperative model.
- Assist Manager with the identification and consolidation of duplicate member accounts.
- Assist with annual large volume 1099 and patronage processing.
- Collect and process monthly equity redemptions.
- Collaborate with other departments to ensure seamless member service.
Skills and Qualifications:
- Strong communication and interpersonal skills.
- Proficiency in database management and Microsoft Office Suite.
- Excellent organizational and time management skills to manage multiple tasks, prioritize effectively, and meet deadlines.
- Ability to analyze situations, identify solutions, and resolve issues efficiently.
- Commitment to cooperative principles and member-focused service.
- Familiarity with cooperative principles and patronage systems is a plus.
- Passion for cooperative values and community engagement.
- Detail-oriented with strong problem-solving skills.
- Ability to work independently and collaboratively across departments.
Education and Experience:
- Associate’s or Bachelor’s degree in Business, Communications, or related field (or equivalent experience).
- 2+ years of experience in membership services, customer relations, or administrative support.
