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Senior Client Service Representative

2 months ago

Birmingham, Alabama, United States Hope Credit Union Full time
About the Organization

HOPE is a distinguished credit union owned by Black and Women entrepreneurs, committed to enhancing access to financial services and championing equal opportunities. Since its inception in 1994, HOPE has facilitated over $3.6 billion in community development financing, positively impacting millions across the nation. The organization supports small enterprises, homeowners, and individuals seeking reliable financial solutions.

Position Overview

The Lead Member Services Associate at HOPE undertakes a variety of teller, administrative, and clerical responsibilities while ensuring a superior level of customer care and confidentiality. Essential duties encompass processing loan requests, managing member accounts, guiding team members, and engaging in sales initiatives. This position necessitates a candidate with a solid background in customer service, cash management, and consumer lending.

Primary Responsibilities
  • Deliver outstanding customer service and manage member expectations effectively
  • Meet production and referral goals
  • Accurately and efficiently process loan and account applications
  • Guide and mentor team members as required
  • Address member inquiries and resolve issues
  • Engage in sales and outreach efforts within the community
  • Inform members about HOPE's products and services
  • Comply with cash handling and balancing protocols
  • Assist with branch audits and compliance responsibilities
Required Qualifications
  • Associate's or Bachelor's degree is preferred
  • Minimum of 3 years of experience in customer service or banking
  • Proficient cash handling abilities
  • Prior experience in consumer lending and sales
HOPE is an equal opportunity employer that prioritizes diversity and inclusivity in the workplace.