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Senior Member Service Representative- Floater
4 weeks ago
We are seeking a highly skilled and experienced Member Service Representative to join our team at Wheelhouse Credit Union. This role will provide exceptional member service and support to our branches, ensuring a seamless and efficient experience for our members.
Key Responsibilities- Provide exceptional member service and support to our branches, including opening new membership accounts, promoting and cross-selling Credit Union products and services, and responding to member inquiries.
- Assist in various departments/branches with special projects, peak times, and vacant positions due to vacations, leave of absence, or turnover.
- Train new employees in proper teller procedures and ensure compliance with all processes pertaining to BSA, CIP, lending, and REG E programs.
- Disburse loans as authorized and approved by underwriting and/or Credit Committee.
- Discuss options available to members for real estate inquiries and act as liaison for members to ensure smooth transactions for all phases of the loan process up to funding.
- Maintain accurate dual control logs of applicable negotiable items sold to members.
- Accept deposits, withdrawals, transfers, and loan payments.
- Handle requests to increase scheduled loan payments.
- Complete and maintain monthly sales logs and reports.
- Meet outlined goals and objectives established for cross-sell on new memberships and loan funding, and adhere to outlined error ratios on funded loans and memberships.
- Meet and maintain established ancillary goals, including CBSI, GAP, MRC, and Debt Protection.
- Perform other duties assigned.
- High school diploma or equivalent.
- Minimum of two years' experience in a financial institution with a minimum of one year of new accounts experience.
- Minimum of one year of experience in consumer lending.
- Preferred knowledge of mortgage lending practices and policies.
- Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and undergo a background check.
- Must be eligible to become an individual endorsee under the business entity license of Wheelhouse Credit Union held with the California Department of Insurance.
- Professional written and verbal communication skills, including excellent grammar and telephone etiquette.
- Ability to handle people and/or situations with tact, diplomacy, and professionalism.
- Proficiency with Microsoft Office products, 10-key adding machine, and online computer core processing system.
- Excellent collaborative skills and the ability to develop and maintain positive working relationships.
- Knowledge and understanding of the mission and vision of the Credit Union, and strict adherence to the Credit Union's policy of confidentiality, security, professional conduct, and dress.
- Support of Business Development at onsite events and/or Marketing efforts within the community.
Salary Range: $25.12/hour
Job descriptions are not intended to be and should not be construed to be a complete list of all duties and responsibilities performed by incumbents, nor do they constitute an employment contract. Duties, responsibilities, and expectations may be added, deleted, or changed at any time at management's discretion.
