Client Services Associate I

3 weeks ago


New Iberia, Louisiana, United States Meritus Credit Union Full time
Position Overview

Reports to: Branch Manager, Director of Operations

Objective:

Act as a key intermediary between members and the credit union. Responsible for delivering account details, conducting interviews, and establishing accounts for new members while effectively addressing the daily requirements of members. Facilitate a range of transactions and services for members, including loan processing, closure, and disbursement.

Qualifications:

  • Knowledge of consumer lending policies, credit assessment criteria, interest rate calculations, and their implications is essential. Previous experience in consumer lending and account establishment is highly desirable.
  • Strong interpersonal skills are crucial for interviewing loan applicants and representing the credit union positively.
  • Intermediate proficiency in mathematics is necessary (including calculations and concepts involving decimals, percentages, fractions, etc.).
  • The role requires prolonged periods of sitting, along with occasional lifting of up to 35 pounds and bending, squatting, reaching, and kneeling to access records.

Key Responsibilities:

  1. Deliver courteous and professional service to members, ensuring prompt, efficient, and accurate transaction processing.
  2. Provide both in-person and telephone assistance regarding general and specific inquiries related to credit union services or policies.
  3. Address member requests, issues, and complaints, or direct them to the appropriate personnel for specialized information and support.
  4. Establish new accounts and manage existing ones, ensuring all necessary information for membership is provided.
  5. Process member requests for transfers, withdrawals, check requests, and other transactions.
  6. Conduct orientation sessions on credit union services and programs for new members.
  7. Promote credit union products and services tailored to member needs identified during interviews. Actively engage in cross-selling initiatives.
  8. Maintain comprehensive knowledge of all credit union products and services offered by Member Service Representatives, along with relevant policies, procedures, rules, and regulations.
  9. Provide insights on investment options for members interested in depositing funds with the credit union.
  10. Investigate discrepancies in accounts related to deposits, withdrawals, and loan payments.
  11. Assist members in reconciling their accounts.
  12. Support members in opening individual retirement accounts and certificates.
  13. Facilitate the processing of loans and visa applications.

Monday - Friday
8:00am - 5:00pm
40 hours per week

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