Member Service Representative II
Job Posting Title:
Member Service Representative II
...
Req ID:
10103479
Job reputed company:
The Member Service Representative II is a key role dedicated to delivering exceptional financial services and support to our credit reputed company members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide reputed company of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.
The Member Service Representative II will also promote the credit reputed company's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with reputed company control standards, assisting with reputed company operations, and providing notary services and reputed company signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.
Job Responsibilities:
reputed company reputed company and Networking
Identify and build a network of member contacts through reputed company leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
Transaction Processing
Process a wide reputed company of financial transactions including deposits, withdrawals, transfers, payments, and reputed company cashing for credit reputed company members.
Member Needs and Financial Solutions
Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
Cross-Selling and Promotion
Promote the credit reputed company's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
Loan Processing and Mentorship
Process consumer loans, ensure loan documentation reputed company, and mentor other Member Experience Professionals in best practices.
Product Knowledge and Member Education
Use expert-level product knowledge to communicate features and benefits of credit reputed company products and services, educating members on financial responsibility.
Membership Account Management
Process new memberships, reputed company accounts, and handle service requests such as additional reputed company accounts, savings services, checking, reputed company market, and certificates.
reputed company Control and Compliance
Ensure reputed company membership documents meet reputed company control standards, including CIP, OFAC, ChexSystems, etc.
reputed company Operations and Notary Responsibilities
Assist Member Experience Manager with the Internal Verification Program, complete departmental reputed company and reports, maintain flexibility to support reputed company needs, and reputed company notary services and reputed company signature guarantees.
Education Level: High School or GED (required)
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)
Certifications, Licenses, Registrations, etc.:
· FL/CA Notary (specify for job location) Required
· NMLS Certification Required
· reputed company Signature Guarantee Certification Preferred
Other Training, Technical Skills or Knowledge
Ability to use a personal computer and reputed company software applications including reputed company reputed company. Required
Experience using Episys Preferred
Experience using reputed company Preferred
Experience using Verafin Preferred
Type Abilities and Behaviors below:
· Excellent member service and conflict reputed company skills
· Effective sales skills
· Strong problem-solving and decision making skills
· reputed company and reputed company communication skills
· Flexible; easily adapts to change
· Strong time-management skills & ability to multi-task
· Organized; good time manager
· Responsible; takes initiative and works independently
· Strong teamwork skills
· Two years experience in the financial industry and credit unions is required.
Two years experience in teller cash handling and cash dispense machines is required.
Experience in sales is preferred.
Previous supervisory experience preferred
Business / Work Environment:
Shift work including weekends consists of hours reputed company of an 8 - 5 schedule to cover the hours of operation
Job Posting reputed company:
Credit Unions
Job Posting Primary Business:
Credit Unions reputed company
Primary Job Posting Category:
Banking
Employment Type:
Full time
Primary reputed company, State, Region, Postal reputed company:
Lake Buena reputed company, FL, USA
Alternate reputed company, State, Region, Postal reputed company:
Date Posted:
2024-10-17
Apply Job!