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Member Relationship Officer

2 months ago

Portland, Maine, United States Deere Employees Credit Union Infinity Credit Union Full time
Job Summary

The Member Relationship Officer is a key role in delivering exceptional member experiences at Empeople Credit Union. As a concierge in a progressive and innovative environment, you will be responsible for providing top-tier service and sales training to members. Your primary goal will be to serve as a liaison between members and the credit union, ensuring that their needs are met and exceeded.

Essential Functions
  • Enthusiastically greet members as they enter the branch lobby, acting as a concierge of the Empeople Credit Union experience.
  • Welcome and acknowledge all members according to company standards, anticipate and address members' service needs, assist individuals with disabilities, and thank members with genuine appreciation.
  • Search for opportunities to promote products and service-usage to members that would benefit members and enhance their economic well-being.
  • Handle all account servicing requests from members, coordinate and carry out deposit and member services functions in accordance with policies, principles, and procedures.
  • Answer questions about products and services and resolve problems that are within the authority to resolve.
  • Identify cross-sell opportunities, and make product and/or service recommendations as the needs arise, and hand-off to appropriate branch staff or business line to complete the sale.
  • Responsible for daily credit union business including record retention, cash management, inventory, daily reconciliations, and office security.
  • Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures.
  • Operate cash transaction drawer, responsible for investigating and resolving all balancing offages and discrepancies, including MRO cash drawers and cash recycler totals.
  • Processes regular Member transactions including servicing Member accounts, accepting loan payments, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments.
  • Represents Empeople Credit Union with a professional image, ensuring that the office image is favorable, reflecting a sound and secure financial institution that employs prudent housekeeping procedures, safety measures, and provides a pleasant atmosphere for members.
  • Develop and maintain positive working relationships with others, support team to reach common goals, and listen and respond appropriately to the concerns of other employees.
  • Assures proper coverage, training, and functioning of the lobby area as well as ensuring that members are greeted and assisted promptly.
  • Integrates the credit union philosophy and operating principles and diligently promotes the credit union's Mission Statement into work habits, processes, and service delivery systems.
  • Comply with quality assurance expectations and standards.
  • Provide Notary services to members.
  • Perform other related duties as assigned.
Additional Responsibilities

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Qualifications
  • Knowledge Of:
    • Empeople Credit Union products and services.
    • Empeople Credit Union policies and procedures pertaining to Member Services.
  • Ability To:
    • Operate a PC using the following software applications: Excel, Word, PowerPoint, and Outlook.
    • Operate the Credit Union's financial software to access member accounts for transactions and account inquiries.
    • Effectively manage the branch lobby and meet the service level expectations.
    • Provide exceptional member service to every internal and external member.
    • Communicate effectively with members and process requests timely and accurately.
Required Education and Experience
  • High School diploma or GED and two years of customer service experience including cash handling.
  • Ability to speak multiple languages is preferred.
License or Certificate
  • Notary Public.
  • Bondable.
  • Acceptable Credit History.
Compensation & Benefits
  • Salary Range: $42,600-$63,900.
  • Health, Dental & Vision Benefits.
  • Bonus opportunity.
  • 401(k) with match and profit sharing.
  • Flexible Time Off.