Client Services Associate

2 weeks ago


Gurnee, Illinois, United States Abbott Laboratories Employees Credit Union Full time
Job Overview

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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