MEMBER EXPERIENCE REP

MOCSE FEDERAL CREDIT UNIONModesto, CA
1d$23 - $29Onsite

About The Position

Assist new and existing members with their immediate, short term and long-term financial needs/goals through exceptional service and problem-solving. This position combines all aspects of member services, and account opening functions, as well as actively supporting other member contact departments (Contact Center) to fulfill member needs. Accurately and efficiently process a variety of member service transactions and account maintenance functions. Actively participate in promotions by cross-selling and educating members on Mocse products and services while meeting productivity goals. This position requires a thorough understanding of deposit and lending operations and products to provide exceptional member service in all interactions.

Requirements

  • High school graduate or equivalent.
  • Thorough understanding of member services and products provided.
  • Good understanding of member bookkeeping procedures.
  • Good understanding of Credit Union operations.
  • Knowledge of Credit Union loan services, policies, and procedures.
  • Understanding of related legal and regulatory standards and required loan documentation.
  • Knowledge of consumer and residential lending practices.
  • Six months to two years of similar or related experience.
  • The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust.
  • Obtaining cooperation (internally and/or externally) is an important part of the job.
  • Intrinsic empowerment to provide the highest level of service possible that puts members first.
  • All MXRs will be held accountable both individually and as part of the overall team.
  • Internally motivated and able to function independently as it relates to product knowledge.
  • A friendly and energetic disposition is required for success.
  • Rapport building
  • Strong oral and written communication
  • Critical thinking
  • Sound judgment
  • Problem-resolution
  • Team collaboration
  • Root cause analysis
  • Technology friendly
  • Community focus
  • Professional appearance and attitude.

Responsibilities

  • Assumes responsibility for the effective and professional performance of member service functions and professional business relations with members.
  • Assumes responsibility for effectively receiving, reviewing, and processing loan applications.
  • Assumes responsibility for performance and maintaining professional development and community service.
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