Credit Union Sr. Services Member Representative

About the position

The Senior Member Service Representative is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and R/E loan applications, filing disputes, and assisting members with any questions/concerns regarding their account. Have full knowledge of the Credit Union's products and services. Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively.

Responsibilities

• Have a working knowledge of all HFCU deposit and consumer loan products and services.
• Perform Teller Transactions, New memberships/accounts, New services, Loan applications/processing, Basic IRA processing, Equity applications, and Basic Mortgage Knowledge.
• Maintain effective and confident working knowledge of all HFCU policies and procedures based on industry regulations.
• Educate members on new technologies provided by HFCU.
• Interact with members in a professional and courteous manner while evaluating their needs.
• Cross sell products and services to meet member needs.
• Meet customer service expectations and metrics.

Requirements

• Minimum 2 to 3 recent years customer service and sales skills in a financial service environment.
• High School Diploma or GED Equivalent.
• Professionalism.
• Ability To Multitask.
• Decision Making Skills.
• Self-Motivation.

Benefits

• Competitive Base Salary.
• Paid Overtime.
• Regional Bonus (when applicable).
• Industry-leading Benefit Plans (Medical, Dental, Vision, Rx).
• Paid time off, including vacation, holidays, shutdown.
• Company Paid Short-Term and Long-Term Disability.
• 401K Plan with company match + additional contribution.
• Relocation assistance (if eligible).
• Tuition Assistance & Student Loan Repayment.
• Lifestyle Account.
• Childcare Reimbursement Account.
• Elder Care Support.
• Wellbeing Program.
• Community Service and Engagement Programs.
• Product Programs.
• Free Drinks Onsite.