Member Service Representative

7 days ago

Portland, Oregon, United States NWCUA Full time

Job Summary:

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at NWCUA. As a key member of our branch team, you will be responsible for providing exceptional member service, building strong relationships with our members, and driving business growth.

Key Responsibilities:

  • Proactively support the branch team with exceptional member service, including greeting members warmly, checking in with waiting members, and using friendly comments to ensure members' current and future needs are fulfilled.
  • Opens new consumer and business accounts, fiduciary, IRAs, CDs, checking, and loans, with a focus on retention of current loan and deposit business and developing new consumer and business relationships.
  • Listening, identifying, processing, and recommending solutions to meet members' needs.
  • Performs account and loan maintenance, assists with submitting necessary documentation to support transactions, and conducts outbound calling to members to further develop and/or retain lending and deposit relationships.
  • Acts as liaison between members and off-site employees and departments to resolve issues, assist with courtesy signings, and complete required forms and documents.
  • Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as necessary.
  • Maintains cash drawer and balances within guidelines established by the Credit Union.
  • Performs additional duties as required by the Branch Management Team for the overall operations of the branch.

Requirements:

  • Demonstrated knowledge and experience with financial and lending operating systems.
  • Ability to give exceptional member service and have strong interpersonal communication skills.
  • Work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.
  • Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.
  • Ability to be self-directed and work under limited direct supervision.
  • High school diploma or GED required.
  • A minimum of 1-2 years previous financial institution experience.
  • Retail sales or customer service position involving cash experience preferred.
  • Bilingual skills are a plus.

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