Member Service Representative
2 weeks ago
Position Title: Float Member Service Representative
Job Category: Branch Services
Overview:
The Float Member Service Representative plays a crucial role in enhancing the member experience at Digital FCU. This position requires flexibility to work across various branch locations, ensuring that members receive exceptional service tailored to their financial needs.
Key Responsibilities:
- Engage with members to identify their financial needs and provide tailored solutions.
- Cross-sell appropriate products and services while achieving sales targets.
- Participate in branch promotions to foster excitement and drive sales.
- Educate members on Digital FCU's products and services, including digital banking options.
- Open new accounts and assist with loan applications following established guidelines.
- Obtain necessary certifications, including Mortgage Loan Originator (MLO) authority and Notary Public certification.
- Perform teller duties and assist with transaction processing as needed.
- Represent Digital FCU at community events and business development activities.
- Collaborate with team members to ensure a positive service experience for all.
- Continuously seek ways to improve processes and enhance service delivery.
Qualifications:
- High School diploma or equivalent.
- 1-3 years of relevant experience in a customer service or financial environment.
- Strong verbal communication and technical skills (Word, Excel, Email).
- Bilingual abilities are a plus.
Work Environment:
This role operates within a professional office setting, utilizing standard office equipment. The position requires regular travel to various branch locations, necessitating reliable transportation.
Physical Demands:
This is primarily a sedentary role, but the employee may need to stand, talk, and use hands to operate office equipment.
Commitment to Excellence:
All employees are expected to embody the principles of service excellence, ensuring that members receive quality service that reflects the values of Digital FCU.
Equal Opportunity Employer:
Digital FCU is proud to be an EEO/AA employer, welcoming individuals from diverse backgrounds.
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