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Full-Time Member Services Associate

2 months ago

Midland, Texas, United States Members First Credit Union Full time

Full-Time Member Services Associate

Job Category: MEMBER SERVICE

Requisition Number: FULLT001307

Position Overview

The primary objective of this role is to support Members First Credit Union in fulfilling its mission: to foster a brighter future. To accomplish this, the individual must embody our brand promise: We believe in you. This entails being reliable, compassionate, and eager to assist in achieving success. You will achieve this by exemplifying our core values in every interaction with both internal and external members.

Core Values

  • Reliability: We deliver excellence through knowledge and can be counted on to act with integrity.
  • Compassion: We are dedicated to encouragement and positivity, treating all individuals with respect.
  • Enthusiasm: We are passionate and hardworking, always seeking innovative ways to assist.

Key Responsibilities

  • Fulfill the Credit Union's commitments in every service interaction.
  • Develop and maintain a strong understanding of products and services.
  • Assess members' financial needs and suggest suitable Credit Union solutions.
  • Manage and balance a cash drawer on a daily basis.

Duties and Responsibilities

The following points outline the general nature and level of work performed in this position. This is not an exhaustive list of all responsibilities and skills required.

  • Identify opportunities to enhance member relationships by understanding their needs for additional products and services.
  • Notify members of outstanding payments.
  • Maintain performance expectations in sales and service.
  • Process cash and check transactions, including deposits, withdrawals, and loan payments.
  • Address inquiries regarding member accounts and statements.
  • Manage check orders as necessary.
  • Sell financial products such as Visa Gift Cards and money orders.
  • Collect applicable fees for services rendered.
  • Respond to phone inquiries and manage correspondence.
  • Assist other departments with administrative tasks as needed.

Sales Expectations

  • Utilize effective sales techniques to build relationships with current and prospective members.
  • Promote products and services that enhance members' financial health.
  • Support the onboarding process to strengthen relationships with new members.
  • Ensure comprehensive service delivery to all members.

Other Responsibilities

  • Participate in educational events as required.
  • Perform additional duties as assigned to meet business needs.

Qualifications and Expectations

To excel in this role, the individual must successfully fulfill each essential duty. The following qualifications are representative of the expectations for this position:

  • Aim to surpass credit union, departmental, and personal objectives.
  • Team-oriented and dependable.
  • Highly organized with a focus on accuracy.
  • Effectively communicates and maintains a professional demeanor.
  • Possesses a thorough understanding of credit union philosophy, products, and services.
  • Exhibits courtesy, tact, and diplomacy in all interactions.

Physical Requirements

The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities.

  • Ability to lift up to 25 pounds.
  • Capable of sitting or standing for extended periods.

Work Environment

Maintain a clean and organized workspace, ensuring regular sanitation of frequently touched surfaces.

Education and Experience

  • High school diploma or equivalent.
  • Proficient in cash handling with a minimum of six months experience.
  • Experience with personal computers and basic software applications.
  • Effective communication skills with members and staff.