Client Services Associate
2 weeks ago
SUMMARY: Responsible for delivering financial solutions and services to foster, maintain, and enhance relationships with credit union members, aiming to meet sales objectives while ensuring outstanding member support.
KEY RESPONSIBILITIES:
- Guides and informs members in establishing new deposit accounts, share certificates, and various credit union offerings.
- Processes loan applications efficiently.
- Prepares necessary loan documentation, schedules closings, and finalizes consumer loans.
- Completes all procedures related to membership and deposit account openings.
- Engages with members to educate them about consumer loan options.
- Proactively promotes credit union products and services.
- Handles sales leads from vendors and internal channels.
- Processes and issues Instant Issue debit cards upon member request.
- Acts as the credit union's representative for member inquiries and issues.
- Maintains up-to-date knowledge of credit union products, services, policies, and procedures.
- Follows all established credit union policies and procedures.
- Performs additional duties as assigned.
ADDITIONAL FUNCTIONS:
- Investigates and resolves discrepancies on member accounts.
- Aims to meet or exceed minimum sales targets.
- Represents the credit union in various marketing and sponsorship activities.
- Tracks and reports sales performance to the Vice President of Service and Sales.
- Supports the marketing initiatives of the credit union and its offerings.
- Assists in the operational management of the Service Center.
- Provides support in balancing activities, cash handling, and deposit processing.
- Contributes to the training of new Member Services Representatives.
- Participates in weekend service coverage on a rotating schedule.
- Handles receptionist duties as required during weekend operations.
- Travels to different service locations to provide assistance as needed.
QUALIFICATIONS:
- Required Education: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification.
- Preferred Education: Associate's degree in Business Administration or a related discipline.
- Required Experience: Minimum of one (1) year in customer service or retail sales.
- Preferred Experience: Two (2) years in customer service or retail sales within a financial institution.
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