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Member Service Representative
2 months ago
The Member Service Representative provides exceptional customer service by accurately processing a wide range of transactions while building and maintaining positive relationships with members. This role involves educating, recommending, and offering products and services that may be beneficial to our members.
Key Responsibilities- Transaction Processing: Accurately process a broad variety of transactions while providing excellent customer service in a timely manner.
- Production Goals: Accountable for achieving all branch and individual production goals established by senior management, including but not limited to: increasing membership, opening and servicing new and existing accounts, originating and closing home loan/consumer loan applications (home equity, auto, personal, credit card, etc.). Cross-sell other Credit Union products and services.
- Support and Back-up: Assist tellers with complex transactions as directed by Lead Teller/Branch Management. Serve as back-up to staff in different branch locations when necessary.
- Communication and Teamwork: Promote and maintain a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors. Demonstrate the Credit Union's core values of Service, Teamwork, Integrity, and Responsibility.
- Industry Knowledge: Keep abreast of industry developments, including but not limited to, changes in regulation and technology.
- Compliance and Adherence: Ensure adherence to company policies and procedures and Banking/Credit Union regulations.
- Additional Duties: Perform additional duties as required.
- Education: High School Diploma or equivalent. Some college coursework is preferred.
- Experience: 1-2 years of experience working as a Teller.
- Knowledge and Skills: Knowledge of banking products and services with extensive knowledge of Credit Union products and services. Strong desire to achieve branch production goals. Excellent communication and interpersonal skills with keen attention to detail. Must be able to multitask and have strong mathematical skills.
- Licenses and Certifications: Must obtain and maintain the following license/commission: NMLS Certification, Notary Public, State of CT Individual Producer License (Credit Insurance).
