Senior Member Service Representative

1 week ago

Cranston, United States Navigant Credit Union Full time
ABOUT:

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.

If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today

ABOUT THIS ROLE:

Under general supervision, but following established policies and procedures, performs a broad-range of member service activities in person and/or via phone, mail, e-mail, fax and on-line services. Delivers exceptional member service, aligned with the Credit Union's core values and mission statement. Meets all established sales and service goals. Provides such member services as opening new accounts, ordering checks, account maintenance, corrections, etc. Interviews and assists members to complete loan applications, obtains pertinent loan information and prepares necessary paperwork to disburse loans. Cross-sells Credit Union products and services. Responds to questions and/or provides information upon request from members (internal and external). Processes requests/transactions, as appropriate. Assists members and potential members in understanding and utilizing Credit Union products and services. Assists Branch Manager as needed with sales and service programs ensuring goals are communicated, met and improved.

WHAT YOU WILL DO: (in descending order of importance)

A. Member Services

1. Processes all member service transactions in person and/or via phone, mail, fax and on-line services to include deposits, check withdrawals, account transfers and address changes. Replies to member correspondence by form letter regarding transactions affecting their accounts.

2. Gives prompt efficient and accurate service in the processing of all transactions such as opening of new checking/savings accounts, direct deposits, ATM/Visa check card, Certificate/IRA/Money Markets. May place stop payment on checks, provide copies of cancelled checks and/or order checks. Processes wire transfer requests and forwards to appropriate person for transmission, faxes documents, etc. Assists members with payroll and direct deposit questions and establishes payroll distributions.

3. Opens new member accounts and provides information to new and prospective members by explaining and cross-selling Credit Union products and services. Completes forms for opening and processing all types of accounts, including share, share draft, money market, certificates, IRAs, etc.

4. Utilizes tact and experienced based knowledge to research and resolve member inquiries explaining specific policies, procedures, products and/or services. Represents the Credit Union in a professional manner while maintaining positive member relations.

5. Provides accurate information to members regarding Credit Union services, products, policies and procedures. Analyzes member accounts in order to provide better services and deepen relationships. Cross sells and services members. Conducts outbound calls to members to follow up activate services sold and to develop new business and meet prescribed sales goals. Coordinates with other CU departments as necessary. Refers members to departments/personnel providing specialized services as necessary.

6. Performs other branch, operational, sales and administrative duties, as assigned by the Branch Manager. Performs all duties of an MSR, Head Teller, Assistant Head Teller and/or Teller as needed.

7. Performs various branch/deposit related activities per the authority levels granted, which are greater than a Member Services Representative.

B. Loan Interviewing/Processing

1. Receives new applications; organizes loan packages, ensures all documentation is present. Decisions loans and or forwards to Loan Officer in accordance with policies and procedures.

2. Analyzes loan decisions, contacts the member to notify them of the decision made, and discusses payments and terms. Sets up the loan to be disbursed. Faxes or mails all necessary loan documents to be signed, ensuring incoming applications are maintained. Closes loans, disburses checks, or deposits money as necessary.

QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required. AA degree in related business/communication field(s) are preferred.

Experience/Skills/Knowledge:

1. Minimum 2 years previous MSR experience (4 years preferred).

2. Demonstrated experience in loan processing/interviewing and sales in a financial institution.

3. Demonstrated knowledge of CU products, services, policies, procedures and regulations. Previous telephone sales experience and ability to meet pre-established sales goals.

4. Knowledge of teller, member service, and loan policies.

5. Must possess a strong service orientation. Able to manage multiple projects/priorities simultaneously

6. Excellent verbal, written, telephone and interpersonal communication skills.

7. PC proficient including Microsoft Office (Word, Excel, Outlook) and the Internet.

8. Excellent organizational, analytical and problem-solving skills.

9. Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, fax, copier, telephone, etc. Ability to lift a minimum of 25 lbs. Some travel required.

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