Branch Operations Representative II

2 weeks ago


Lancaster, Pennsylvania, United States Members 1st Full time

Position Title: Member Service Representative II (PC 388)

Job Category: Members Services / Sales

Job Overview:

The Member Service Representative II plays a crucial role in enhancing branch operations and driving the growth of deposits, loans, and service metrics. This position is dedicated to exceeding member expectations by recognizing their product and service requirements, fostering a member-centric environment that promotes technology usage, and collaborating with various departmental partners to ensure a cohesive experience for all members.

Key Responsibilities:

  • Deliver exceptional service to members, contributing to branch growth and operational excellence.
  • Engage in lobby interactions, providing guidance and support to members.
  • Adhere to all credit union policies and procedures, ensuring compliance and operational integrity.
  • Encourage a consultative sales culture among members and staff, facilitating connections with technology resources.
  • Utilize analytical skills to address member issues creatively and effectively.

Qualifications:

Education: General and business knowledge equivalent to a high school diploma.

Experience: 3-5 years of relevant professional experience in financial services or a related field.

Skills:

  • Strong decision-making abilities, with a focus on analytical thinking and creativity.
  • High level of trust and diplomacy, coupled with excellent communication and interpersonal skills.
  • Proficient cash handling and consulting capabilities.
  • Empathetic approach to member interactions.
  • Advanced organizational and time management skills.
  • Robust financial analysis and problem-solving skills.
  • Ability to lead initiatives and provide direction.
  • Familiarity with PCs and relevant software applications.

Core Competencies:

  • Effective knowledge application.
  • Accountability and self-management.
  • Teamwork and leadership.
  • Communication proficiency.
  • Innovation and problem-solving capabilities.

Working Conditions:

  • Ability to communicate effectively in English, both verbally and in writing.
  • Capacity to receive information and engage in normal conversations within the branch environment.
  • Visual ability to analyze data, operate a computer terminal, and perform extensive reading.
  • Manual dexterity for operating standard office equipment.
  • Ability to maintain prolonged periods of standing or sitting.
  • Willingness to work extended hours as needed.
  • Ability to occasionally lift or move objects as required.

Equal Opportunity Employer: Members 1st is committed to providing equal employment opportunities to all employees and applicants, ensuring a diverse and inclusive workplace.



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