Member Service Representative I-III Job

Profile

Overview
The primary role of this position is to assist **MEMBERS ONLY**SIGN UP NOW***. to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies members' financial needs and suggests appropriate Credit Union solutions.


Responsibilities
Deliver outstanding service that delivers on our Service Promises
Meet or exceed the service goals for the position
Knowledge of the Credit Union's products and services
Complete BAI classes as assigned
Maintain department policy and procedure documentation accordingly
Achieve assigned sales goals by proactively identifying opportunities utilizing the fundamentals of the Member Advantage
Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners
Support branch in achieving its member retention, acquisition and growth goals
Achieve personal sales goals (including Investment/Insurance/Loan)
Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing
Adhere to all procedures stated in the Credit Union's MSR policy and procedures
Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets
Support branch team with quality referral generation (based on Loan/Investment licensing designation)
Process loans as required depending on MSR level. Understand loan products and how to read credit reports
In order to assist the branch team, additional duties may be assigned as needed
Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
Qualifications
Associate's degree or equivalent work experience
Minimum of 3 in retail sales, call center, customer service or telesales position
Previous financial and service experience preferred
Demonstrated strong attention to detail
Ability to work independently with minimal direct management supervision
Demonstrated initiative and resourcefulness as a self-starter
As a COVID-19 safety measure, our employees must provide vaccination status and follow all safety protocols, which may include testing.
EEO Notice
**MEMBERS ONLY**SIGN UP NOW***. is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.


NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please **** or ****.
Job Criteria:
Start Date: ASAP
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Company info

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