Financial Service Representative
2 weeks ago
At Hopewell Federal Credit Union, we are seeking a highly motivated and customer-focused Member Service Associate to join our team. As a key member of our team, you will be responsible for providing exceptional service to our members, selling our products and services, and building strong relationships with our community.
Key Responsibilities:- Determine eligibility for products and services by analyzing debt ratios and determining credit worthiness and ability to repay through accurately completing new account and loan applications for members.
- Maintain authority to approve, process and close loans meeting quick loan guidelines.
- Work with IRA Direct to complete IRA transactions and troubleshoot problems.
- Administer on-line banking sign-up requests and respond to member inquiries through website.
- Meet or exceed defined sales goals set by management.
- Presents and explains credit unions products and services to members and assists in meeting their financial needs. Opens and closes accounts, (which includes share accounts, IRA accounts, safe deposit accounts, investment accounts, business accounts, etc). Orders checks for members' accounts.
- Answers questions and solves problems for member by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
- Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.
- Keeps members informed of credit union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
- Maintains and projects the credit union's professional reputation. Maintains privacy of members account information.
- Actively cross sells credit unions products and services.
- Teller and Financial Service Specialist functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
We are looking for a highly motivated and customer-focused individual who is passionate about delivering exceptional service to our members. If you are a team player with excellent communication skills and a strong work ethic, we encourage you to apply for this exciting opportunity.
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