Member Service Representative II

2 weeks ago

Carlsbad, United States Partners Federal Credit Union Full time

Résumé du poste:

This position is a “front line” representative for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face, as well as, by telephone providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.

Responsibilities

Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high integrity.

Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities.

Outbound calling for Member Service and Sales, following the 2/2/2 program

Ensures that all Members' needs are met and commitments to them are kept; providing "5 Star Service" to every member, every time. 

Promotes the credit union's objective and promotions by using advisory skills and cross-selling additional products and services to deepen the business relationship while improving the credit union’s profitability through continued loan growth and increased assets placed with the branch.

Has thorough knowledge of the consumer loan process. Ensures all loan documentation meets and exceeds quality control standards.

Subject matter expert level of product knowledge to communicate features and benefits of all Credit Union products and services. Educate Members on how to become financially responsible.

Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.

Ensures that all memberships documents are processed by meeting and exceeding quality control standards as outline in the policy, including CIP, OFAC, Chexsystems, etc.

Assumes ownership and responsibility in all areas of your role, including assigned task and projects.

Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.

Be knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.

Maintains a high degree of flexibility in support of branch needs.

Performs other related duties as assigned or requested.

Basic Qualifications

Two years financial and sales experience is required.

Excellent member service and conflict resolution skills

Effective sales skills

Strong problem-solving skills

Clear and open communication skills

Flexible; easily adapts to change

Strong time-management skills & ability to multi-task

Organized; manages time well

Responsible; takes initiative and works independently

Strong teamwork skills

Preferred Qualifications

Years of Relevant Work Experience: 1 to 3 years
Language Skills: Spanish (preferred)
Experience in Episys (preferred)
Experience using Springboard (preferred)
Experience using Verafin (preferred)

Required Education

High School or GED (required)
NMLS Certification (required)
Ability to use a personal computer and related software applications including Microsoft Outlook. (required)

Preferred Education

Bachelor's Degree (preferred)


The pay rate for this role in California is $20.46 - $28.13 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit:%3A%2F%%2Fbenefits.

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