Member Service Representative

3 weeks ago

Janesville, United States Disability Solutions Full time
Description:

GENERAL SUMMARY

Primary Responsibilities:

  1. Model a high energy, world-class service and sales culture within the branch and credit union.
  2. Coach, develop and mentor front line staff.
  3. Uphold a strong sales culture within the credit union.
  4. Assist Branch Manager and Sr. Management in day to day operations.

Primary Qualifications: Passionate and enthusiastic; possess world class service and leadership skills; strong knowledge and understanding of FirstCCU products and services; strong lending and underwriting skills.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  1. Live the First Community Credit Union Mission, Vision and Values within the organization and our communities.
  2. Provide leadership to teller staff to maximize their performance, help advance their growth and development, and achieve the credit union's goals.
  3. Assist in branch services and operations as needed to serve our members, including teller backup, if needed.
  4. Instill an energetic, world-class service and sales culture that continually strives to improve the way we serve our members.
  5. Build strong relationships with new and existing members that lead to sales, cross-sales and sales referrals. Identify member needs and align products and services that help achieve their financial goals and those of the credit union.
  6. Strong outbound calling to assist in promoting a sales culture within the credit union. Mentor and motivate front-line staff.
  7. Assist Branch Manager or Senior Management in day to day operations.
  8. Follow the established FirstCCU lending policy and underwriting guidelines.
  9. Open new accounts including share draft accounts, certificates, individual retirement accounts, and various club accounts.
  10. Counsel with members on loan problems; changes in terms of payments; repayment schedules and release of collateral.
  11. Counsel with members on purpose, amount and payment terms.
  12. Take and review loan applications and make recommendations to Senior Lending staff for the disposition of all other loan applications.
  13. Obtain credit ratings, as required.
  14. Close and process loan requests, obtain information on collateral offered, secure and verify signatures and witnesses on documents.
  15. Review and update information on member record file, including credit rating, check accuracy of loan screens and documents.
  16. Review record of collateral insurance on loan and request of insurance coverage from members.
  17. Notify vendor to place security interest of credit union on titled documents, request discharge of security interest from holder as required.
  18. Disburse checks on approved loans.
  19. Record information in member file on approved or rejected loan applications, extension agreements, release of security and deferred payments.

20. Answer telephone requests for loan information and the credit union's products and services.

21. Follow all state and federal laws and regulations.

22. Assist in promoting a positive credit union image during non-working hours.

23. Perform other duties and responsibilities as assigned or deemed necessary in order to meet the credit union's goals and objectives.


Requirements:
  1. Passionate and enthusiastic.
  2. Strong leadership skills; including planning, organizational, communication, mentoring, coaching, staff development, and goal setting.
  3. World-class service skills.
  4. Intermediate knowledge of credit union products; services; loan policies and procedures.
  5. Strong sales and sales coaching skills.
  6. Knowledge of federal and state regulations relating to credit union operations management.
  7. Knowledge of Microsoft Office applications.
  8. Knowledge of intermediate math (calculations and concepts involving decimals, percentages, fractions, etc.)
  9. Availability to work weekends and extended hours, as needed.
  10. Availability to attend special off site sales events and credit union functions, as needed.
  11. Outgoing personality, with the ability to ask for new business and capable of making outbound phone calls.
  12. Works well with others and follows directions.
  13. Able to work independently.
  14. Detail oriented.
  15. Willing to make underwriting decisions.

Education and Experience:

This position requires a high school education. This position is also required to become a notary.

Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.



PI26acaa293e56-31181-35349602

  • Customer Service Representative

    4 days ago

    Janesville, Wisconsin, United States Argus Technical Full time

    Job Summary:Argus Technical is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our customer service department, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Maintain a positive and professional...

  • Patient Service Representative

    2 months ago

    Janesville, United States Midwest Dental Group Full time

    X Patient Service Representative Position in Janesville, WI **Patient Service Representative Position in Janesville, WI** **Full Time Regular - Posted 10 days ago** **Overview** **WHO WE ARE:** At Midwest Dental, we are passionate about patient care and service. If you are interested in building a career with people who work every day to be the best, and...

  • Customer Service Representative

    1 day ago

    Janesville, Wisconsin, United States First Mid-Illinois Bancshares Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at First Mid-Illinois Bancshares. As a key member of our customer support team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and issues in a timely and professional manner.Key...

  • Customer Service Representative

    1 day ago

    Janesville, Wisconsin, United States Argus Technical Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Argus Technical. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer experiences and ensuring that our customers receive the highest level of service.Key ResponsibilitiesCustomer Communication: Respond promptly...

  • Customer Service Representative

    3 months ago

    Janesville, United States Wisconsin Auto Title Loans Full time

    **Customer Service Representative** at Wisconsin Auto Title Loans, Inc Janesville, WI **Customer Service Representative :** The role of a Customer Service Representative is the first point of contact for our customers. Our Customer Service Representatives learn all aspects of our business and culture and use that knowledge to provide our customers the best...

  • Customer Service Representative

    3 weeks ago

    Janesville, United States SASid Insurance Development Full time

    Ready to make a difference? Join our team. Help others out. Bring your dog to work. Play foosball. SASid hires equally for culture fit , technical skills, and experience. If you have the aptitude and attitude, we can help you grow your career through training, mentoring, increasing responsibility and being around other rockstar employees. An inbound...

  • Service Engagement Representative

    2 weeks ago

    Janesville, Wisconsin, United States Wisconsin Auto Title Loans Full time

    Customer Service Representativeat Wisconsin Auto Title Loans, IncRole Overview:The Customer Service Representative serves as the initial point of contact for our clientele. In this position, you will gain comprehensive knowledge of our operations and corporate culture, enabling you to deliver tailored financial solutions that align with our customers' unique...

  • Customer Service Representative, MercyCare Insurance

    17 hours ago

    Janesville, United States Mercy Health System Full time

    Responds to all incoming telephone calls. Resolves all inquiries in a professional manner consistent with the mission of the health system. Assist callers with complaints, appeals, grievances and IRO requests. Attend seminars/training sessions. Add m Customer Service Representative, Customer Service, Insurance, Representative, Healthcare, Retail

  • Customer Service Representative, MercyCare Insurance

    3 months ago

    Janesville, United States Mercy Health System Full time

    Overview: Representative Member Services, MercyCare Customer Service, Days, 80 Hrs / 2 wks Location: MercyCare Bldg; Janesville, WI Responds to all incoming correspondence and telephone inquiries directly related to the CSR 2 position in a professional manner consistent with the mission of the health system. Attend seminars/training sessions. May be...

  • Customer Service Representative BDC- Janesville Kia

    4 weeks ago

    Janesville, United States Home Run Auto Group Full time

    Job DescriptionJob DescriptionCustomer Service Representative to add to our Call Center TeamJanesville Hours- Monday-Friday Some Days 8-5, some days 11:30am-8pm with Rotating SaturdaysAs a Customer Service Representative you become a cornerstone of our dealership group by providing our guests with excellent customer service in every interaction. A Customer...

  • Customer Service Representative BDC- Janesville Kia

    3 months ago

    Janesville, United States Home Run Auto Group Full time

    Job DescriptionJob DescriptionCustomer Service Representative to add to our Call Center TeamJanesville Hours- Monday-Friday Some Days 8-5, some days 11:30am-8pm with Rotating SaturdaysAs a Customer Service Representative you become a cornerstone of our dealership group by providing our guests with excellent customer service in every interaction. A Customer...

  • Customer Service Representative

    1 day ago

    Janesville, Wisconsin, United States Staff On Site Full time

    Job OverviewStaff On Site is seeking a skilled and flexible individual to join our team as a Part-Time Crew Member. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our guests.Key ResponsibilitiesAssist a team of restaurant staff in preparing orders and interacting...

  • Customer Service Representative

    3 months ago

    Janesville, United States Acrisure LLC Full time

    **Acrisure LLC** **Customer Service Representative (SASid Insurance Development)** **SASid Insurance Development - Janesville, WI - Full Time** InsuranceTPA.com, an **Acrisure** agency partner, has a current need for a full-time **Customer Service Representative** in their Health Claims department. He/she is responsible for assisting customers with locating...

  • Automotive Service Representatives

    22 hours ago

    Janesville, Wisconsin, United States Mavis Tire Supply Full time

    About the PositionWe are seeking highly skilled and motivated individuals to join our team as Automotive Assistants and Service Managers at Mavis Tire Supply. As a key member of our team, you will be responsible for providing exceptional customer service, managing the efficient operation of our repair shop, and ensuring the quality and timely completion of...

  • Customer Service Representative

    18 hours ago

    Janesville, Wisconsin, United States GEA Process Engineering Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Customer Support Specialist at GEA Process Engineering. As a key member of our customer-facing team, you will be responsible for delivering top-notch service to our valued customers in a fast-paced industrial environment.Key ResponsibilitiesManage incoming customer...

  • Vehicle Sales and Service Representative

    4 days ago

    Janesville, Wisconsin, United States Blain's Farm & Fleet Full time

    Job Summary:We are seeking a highly skilled and customer-focused Automotive Service Advisor to join our team at Blain's Farm & Fleet. As a key member of our sales and service team, you will be responsible for providing exceptional customer service and support in a fast-paced retail environment.Key Responsibilities:Assist customers with their purchases,...

  • Prepared Food Team Member

    3 days ago

    Janesville, Wisconsin, United States Sam's Club Full time

    Job SummaryWe are seeking a highly skilled and motivated Food Service Team Member to join our team at Sam's Club. As a Food Service Team Member, you will be responsible for preparing and serving high-quality food products to our members, while maintaining a clean and safe working environment.Key ResponsibilitiesFood Preparation and Service: Prepare and serve...

  • Customer Service Supervisor

    3 days ago

    Janesville, Wisconsin, United States Gainwell Technologies Full time

    **Job Summary**We are seeking a highly skilled Customer Service Supervisor to join our team at Gainwell Technologies. As a key member of our customer support team, you will be responsible for leading a team of customer service representatives and ensuring that our clients receive exceptional service.**Key Responsibilities**Assist less experienced service...

  • Automotive Sales Representative

    5 days ago

    Janesville, Wisconsin, United States Home Run Auto Group Full time

    Position OverviewHome Run Auto Group is expanding its team and seeking enthusiastic individuals to join us as Automotive Sales Representatives.Compensation Structure:Attractive commission structure with potential earnings exceeding $100,000 annually.Weekly salary complemented by performance-based commissions.Comprehensive benefits package.Incentives and...

  • Sales Representative

    3 days ago

    Janesville, Wisconsin, United States Express Employment Professionals Full time

    About the RoleWe are seeking a highly motivated and results-driven Sales Representative to join our team at Express Employment Professionals. As a Sales Representative, you will be responsible for building relationships with local business leaders, identifying new sales opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute sales...