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Rep-Member Services Sr

3 months ago

Marysville, United States Honda Full time
Job Purpose

The Senior Member Service Representative is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and R/E loan applications, filing disputes, and assisting members with any questions/concerns regarding their account.  Have full knowledge of the Credit Union’s products and services.  Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively.

Key Accountabilities

Operational/Technical Skills:

  • Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services. Working knowledge of operational systems to effectively perform:  Teller Transactions, New memberships/accounts; New services; Loan applications/processing; Basic IRA processing; Equity applications. Basic Mortgage Knowledge.
  • Policies/Procedures/Compliance: Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day-to-day operations.
  • Emerging areas: This also includes educating members on new technologies provided by HFCU. 

Sales and Service:

  • Effectively and confidently interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or cross sell products and services to meet those needs. Strong working knowledge of Service Plus and TMA training leading to effectively and confidently meeting customer service expectations and metrics. Effective and confident in moving beyond the member’s initial request and offering additional education / opportunities to the member. Member interaction may be inbound or outbound. 

Team Oriented:

  • Able to work within a team to accomplish the overall goals/products/services regardless of one’s own area. 
Qualifications, Experience, and Skills
  • Minimum 2 to 3 recent years customer service and sales skills in a financial service environment
  • High School Diploma or GED Equivalent
  • Professionalism
  • Ability To Multitask
  • Decision Making Skills
  • Self-Motivation
Workstyle
  • Onsite
Benefits and Total Rewards

•       Competitive Base Salary: 

  •   Pay will be based on several variables that include, but not limited to, geographic location, work experience, education, etc.

•       Annual Bonus
•       Industry leading Healthcare Benefit Plans (Medical, Prescription, Dental, Vision)
•       Wellbeing program with financial incentives
•       Company Paid Mental Health and Wellness Benefits
•       Company paid Life and Disability Insurance
•       Paid Family Leave
•       Childcare Reimbursement Assistance (paid by Honda) 
•       Lifestyle Account (paid by Honda)
•       Student Loan Repayment Program (paid by Honda)
•       Discount program on various types of items and services
•       Many voluntary benefits including Pet Insurance, ID Theft, Life Insurance, Accident/Critical Illness/Hospital Indemnity
•       Paid time off, including vacation, paid holidays, sick time, personal days
•       401K Plan with company match + additional company contribution
 
Career Growth:
•       Advancement opportunities
•       Career mobility 
•       Education reimbursement for continued learning
•       Training and Development programs
 
Additional Offerings:
•       Wellbeing program
•       Community service and engagement programs
•       Product programs
•       Free drinks onsite