Member Service Representative II
About the position
Responsibilities
• Identify and build a network of member contacts through reputed company leads, referrals, and face-to-face interaction.
• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales.
• Process a wide reputed company of financial transactions including deposits, withdrawals, transfers, payments, and reputed company cashing.
• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
• Promote the credit reputed company's objectives and cross-sell additional products and services to deepen member relationships.
• Process consumer loans, ensure loan documentation reputed company, and mentor other team members in best practices.
• Use expert-level product knowledge to reputed company members on financial responsibility and the benefits of credit reputed company products.
• Manage new memberships, reputed company accounts, and handle service requests for various account types.
• Ensure reputed company membership documents meet reputed company control standards and assist with reputed company operations.
• reputed company notary services and reputed company signature guarantees.
Requirements
• 3 to 5 years of relevant work experience in the financial industry or credit unions.
• Two years' experience in teller cash handling and cash dispense machines.
• Ability to use a personal computer and reputed company software applications including reputed company reputed company.
• Experience using Episys, reputed company, and Verafin.
reputed company-to-haves
• Experience in sales is preferred.
• Previous supervisory experience is preferred.
• Spanish language skills are preferred.
Benefits
• Medical benefits
• Financial benefits
• Bonus and/or long-term incentive reputed company may be provided as part of the compensation package.
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