Member Services Associate I

2 weeks ago

Plymouth, Indiana, United States Interra Full time

Position Overview
As a Member Services Associate I at Interra, your primary role will involve supporting members with a variety of financial services, providing education on diverse products, and offering tailored recommendations to meet their financial objectives while ensuring exceptional service quality. You will assist members with transactions and account management, including card updates, while working collaboratively with the sales team to enhance member satisfaction.

Key Responsibilities

  • Foster a positive and memorable experience for members by building and nurturing relationships through various communication channels. Address and resolve issues within your authority, escalating complex matters to senior staff with suggested solutions.
  • Ensure the security and accuracy of cash handling by adhering to credit union protocols. Responsible for balancing cash drawers and assisting with daily branch closing procedures.
  • Process a range of member transactions, including deposits, withdrawals, transfers, and loan payments, while adhering to established procedures.
  • Identify opportunities for cross-selling and educate members about available credit union products and services. Facilitate connections to relevant departments for specialized assistance.
  • Provide support to other branches as needed, including working extended hours or weekends. Stay informed about credit union policies, procedures, and regulatory requirements.
  • Comply with all company policies, laws, and regulations, including those related to financial privacy and security.
  • Perform additional duties as assigned, which may include bilingual responsibilities.
Qualifications
Experience
Minimum of 1 year of customer service experience in banking, retail, or a related field is required.

Education
A high school diploma or GED is mandatory.

Preferred Skills
  • Proven ability to identify and cultivate business opportunities; self-motivated and results-driven.
  • Ability to work effectively in a team environment and interact positively with colleagues and management.
  • Strong verbal and written communication skills are essential.
  • Capability to analyze financial information and provide insights.
  • Ability to influence and motivate both internal staff and external members.
  • Skill in evaluating various solutions and making informed decisions based on data.
  • Demonstrated ability to prioritize tasks and manage time effectively.
  • Commitment to delivering exceptional member service while embodying Interra's core values.
Interpersonal Skills
  • Exhibit courtesy and tact in all interactions.
  • Engage with members and colleagues regarding routine matters, providing information and updates.
  • Communicate effectively in various settings, ensuring clarity and understanding.
Competencies
  • Effective Communication: Utilizes diverse communication methods appropriately across various channels.
  • Functional Expertise: Maintains a high level of professional knowledge and seeks continuous improvement.
  • Member Focus: Builds collaborative relationships that enhance member satisfaction.
  • Resilience: Maintains composure under pressure and views challenges as opportunities for growth.
  • Self-Motivated: Takes initiative to tackle challenges and pursue opportunities.
  • Teamwork: Contributes positively to team dynamics and fulfills commitments.
Physical and Mental Requirements
  • Ability to perform primarily sedentary work with occasional lifting of up to 10 lbs.
  • Capable of climbing stairs in emergencies and operating standard office equipment.
  • Must be able to work extended hours or travel as needed.
  • Ability to manage multiple priorities and maintain discretion in confidential matters.
Equal Employment Opportunity
Interra is committed to fostering a diverse workforce and providing equal employment opportunities to all qualified applicants.

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