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Senior Representative

2 months ago

Marysville, Washington, United States American Honda Motor Co Inc Full time



Job Objective

The Senior Representative for Member Services plays a crucial role in comprehensively understanding and addressing a wide range of member service needs. This includes managing transactions, facilitating account openings and closures, processing consumer and real estate loan applications, resolving disputes, and providing assistance to members regarding their accounts. A thorough understanding of the Credit Union's offerings is essential. The ideal candidate will possess strong customer service and sales capabilities, along with knowledge of personal finance, the ability to manage multiple tasks, maintain confidentiality, and communicate effectively.



Core Responsibilities

Operational and Technical Expertise:

  • Products and Services: Maintain a solid understanding of all deposit and consumer loan products and services offered by HFCU. Familiarity with operational systems is necessary to efficiently execute: Teller Transactions, New memberships/accounts; New services; Loan applications/processing; Basic IRA processing; Equity applications; and Basic Mortgage Knowledge.
  • Policies and Compliance: Demonstrate a confident understanding of all HFCU policies and procedures in line with industry regulations, and how they apply to daily operations.
  • Innovative Solutions: This role also involves educating members about new technologies introduced by HFCU.

Sales and Customer Engagement:

  • Interact with members in a professional and courteous manner, assessing their needs to identify opportunities for education and cross-selling products and services. Possess a strong understanding of Service Plus and TMA training to meet customer service expectations and metrics effectively. Be proactive in addressing member inquiries and offering additional educational resources and opportunities.

Collaborative Team Player:

  • Work collaboratively within a team to achieve overall objectives related to products and services, regardless of individual roles.



Qualifications and Skills

  • Minimum of 2 to 3 years of recent experience in customer service and sales within a financial services context.
  • High School Diploma or GED Equivalent.
  • Professional demeanor.
  • Ability to manage multiple tasks efficiently.
  • Strong decision-making capabilities.
  • Self-motivated and driven.



Work Environment

  • Onsite work required.



Compensation and Benefits


• Competitive Base Salary:

  • Compensation will be determined based on various factors including geographic location, work experience, and education.


• Annual Bonus

• Comprehensive Healthcare Benefits (Medical, Prescription, Dental, Vision)

• Wellbeing program with financial incentives

• Company Paid Mental Health and Wellness Benefits

• Company paid Life and Disability Insurance

• Paid Family Leave

• Childcare Reimbursement Assistance

• Lifestyle Account

• Student Loan Repayment Program

• Discount programs on various products and services

• A variety of voluntary benefits including Pet Insurance, ID Theft Protection, Life Insurance, and Accident/Critical Illness/Hospital Indemnity

• Paid time off, including vacation, holidays, sick leave, and personal days

• 401K Plan with company matching and additional contributions

Career Development:

• Opportunities for advancement

• Career mobility options

• Education reimbursement for ongoing learning

• Training and Development initiatives

Additional Offerings:

• Wellbeing program

• Community service and engagement initiatives

• Product programs

• Complimentary beverages available onsite