Member Service Representative

/Member Service Representative

About the Position:

Our Member Service Representatives (MSR) are responsible for providing superior member service and sales to enhance member relationships and exceed member expectations. MSRs assist members with basic financial questions and concerns, open new accounts, handle loans and being our members, full-service representative.

What we ask of you:

As a MSR, you will assist members with basic financial transactions and open new accounts, including IRA accounts. You will originate loan applications, make recommendations for approval and denial, and obtain application loan documents for successful loan closings. You will be responsible for possessing a working knowledge of business accounts and services and perform account maintenance when necessary. You will cross-sell credit union products and services, recognize and act upon referral opportunities to achieve individual sales goals.

The Experience:

We ask that you have excellent written and verbal communication skills, excellent listening skills, provide a professional image, ability to solve problems in a timely manner and diffuse difficult member interactions, good empathy skills, and have a working knowledge of current technology and business structures. We also require that you have availability until 6:30pm on weekdays and Saturdays until 12:30pm.
Must haves:
You must be genuine (sincere, honest and authentic), be passionate (love what you do), be purposeful (resolved and determined), like to be the solution (innovative and empowered), and be a servant leader (lead yourself and others well).