Floating Member Services Specialist

Cpcu/Sfcu•Norwich, CT

About The Position

The Floating Member Services Specialist position requires an outgoing and enthusiastic professional interested in building upon new and existing member relationships in a proactive, fast paced, retail sales environment in the Credit Union’s communications center and branches. This position is responsible for processing a variety of member transactions while also responding to member requests via telephone and the Credit Union’s e-services platforms. Additionally, the Floating Member Specialist will assist in opening new memberships and accepting loan applications for new and existing members.

Requirements

High school diploma or equivalent.
One year related Call Center and financial services experience and/or training preferred.
Intermediate knowledge of various technical platforms including Microsoft office (excel, word etc.) with a basic knowledge of Microsoft windows.
Ability to work well on teams and independently while keeping internal and external service top of mind.
Ability to interpret a variety of instructions furnished in written, oral or schedule form.
Excellent communication skills.
Knowledgeable and proficient in the use of computers and computer software such as; Microsoft Office (Word, Excel).
Possess a strong sales and service mentality, desire to succeed, and good organizational/interpersonal skills with a strong member focus.
Demonstrates a strong working knowledge of Credit Union products and services as well as policies and procedures.
Reliable means of transportation.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Nice To Haves

One year related Call Center and financial services experience and/or training preferred.

Responsibilities

Assists members and potential members with their requests in person, by telephone, or digital channels.
Answers questions about products and services the Credit Union offers while also resolving problems.
Identifies cross-sell opportunities and cross-sells products and services to members in person and through the telephone.
Responsible for meeting sales goals and expanding the member relationship.
Performs member service transactions, such as processing deposits, withdrawals, payments, transfers, selling money orders, maintaining cash drawer, and accurate knowledge of cash advances.
Monitor and respond to iBanking inquiries, text messaging and virtual chat requests, and video banking.
Prepare e-sign packages and assists members in the proper completion and electronic signing of documents.
Accept loan applications in person and over the phone.
Explains a variety of lending options and products to members in a professional and courteous manner.
Obtain and analyze credit bureau reports, verify information, calculate debt ratios and submit loan applications in the Credit Union’s Loanwriter software.
Demonstrates a strong working knowledge of Credit Union products and services and is responsible for meeting or surpassing individual sales goals
Educate members on iBanking and ePayment services.
Assists in providing coverage of retail branches as needed.
Primary location will be communications center.
Performs other related duties upon request.