Virtual Branch Services Representative
2 months ago
KEMBA Financial Credit Union is seeking a highly skilled Virtual Branch Services Representative to provide exceptional service and support to our members. As a key member of our team, you will be responsible for delivering a superior level of service, meeting or exceeding productivity goals, and maintaining a high level of accuracy and compliance with KEMBA policy and procedures.
Key Responsibilities- Member Service
- Provide accurate information and status updates on member accounts
- Open new membership and deposit accounts
- Assume primary ownership of member issues, documenting, researching, and resolving or escalating as needed
- Cross-sell alternative or additional services to meet member needs
- Provide basic financial services advice to promote member financial well-being
- Support for MSRs and Lending Staff
- Assist in developing competitive and member-focused sales initiatives
- Act as liaison for MSRs and lending staff to ensure timely and quality member service
- Assist other MSRs and lending staff as needed
- Productivity and Compliance
- Meet or exceed service and productivity goals established for this position
- Maintain up-to-date status of sales support and processing activity with routine reporting to management
- Perform all duties in a manner that is 100% compliant with KEMBA policy and procedures
- Professional Development
- Develop an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
- Continuously improve individual level of competency through training and certification on established educational programs
- High school diploma or equivalent education and experience
- Prior experience in a customer service role
- Strong organizational skills and attention to detail
- Must value a high degree of accuracy and speed
- Professional demeanor and ability to be On Stage for extended periods maintaining a positive attitude
- Effective verbal and written communication skills
- Ability to easily adapt to quick changes in pace or workload
- Prior experience in a financial/banking institution
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