Member Experience Representative II

Belco Community Credit Union•Manheim Township, PA

just now•$18 - $22•Onsite

About The Position

The Member Experience Representative II is a skilled, operational, and consultative position within Belco’s Branch Network, designed to continue the development of the knowledge, skills, and experience required to advance within the Branch Network. This role is responsible for delivering high-quality, in-branch member service interactions, providing educational guidance on Belco’s products and services, and aligning tailored solutions to meet individual member needs. The representative performs a wide range of account transactions, account and loan servicing functions, and referral activities, all while upholding Belco’s Quality, Service, and Brand Standards. As a trusted and visible representative of the credit union, the Member Experience Representative II must demonstrate professionalism, confidence, and strong communication skills.

Requirements

A High School Diploma or equivalent and a minimum of 1 year of financial institution experience.

Nice To Haves

It is preferable for a candidate to have more than one year of experience in a retail branch setting in a financial institution.

Responsibilities

Enthusiastically supports Belco’s sales, referral, and service culture in every interaction with members and the public.
Must be able to effectively handle large amounts of cash and supports member transactions as well as new account and loan consultative interactions, ensuring a high level of service and accuracy.
Actively develops product knowledge and service skills to enhance member experience and contribute to team success.
Positively contributes to the member experience by escorting members through appropriate delivery channels, such as home banking mobile deposit, online applications, and Interactive Teller Machines (ITMs).
Aids with directing and controlling the operational activities, including but not limited to: performing branch settlement, balancing of checks, vault cash, card stock, and daily balancing, etc.
Serves as a talent pipeline for future open Member Experience Officer roles in the credit union by demonstrating readiness for expanded responsibilities and ongoing professional development. Facilitates outbound calling efforts to build and strengthen member relationships.
Performs inbound and outbound calling, proactively selling to create a pipeline of business and building member relationships
Consistently attains and exceeds all individual goals, including but not limited to loans, shares, membership, and referrals as set by branch and credit union leadership
Seizes educational opportunities to promote products and services through effective referral conversations, contributing to branch growth and overall goals.
Responsible for maintaining current and accurate records of sales tracking results, via Synapsys and Lobby Tracker systems.
Maintain current knowledge and adherence of Federal and State compliance laws and regulations, along with Belco’s policies, procedures, safety standards. Must maintain member and employee confidentiality.
Embody Belco’s mission, vision, Behavioral Expectations and actively supports the Brand “Belco Life”, within each and every interaction. Constantly looking for ways to improve processes that will improve the member’s and/or team experience and communicate those ideas to Branch Management
Consistently acts as part of a cohesive team, demonstrating excellent interpersonal skills.
Participates in community and professional events.
Represents the credit union to its members and the public in a courteous, professional, and confident manner at all times.
All other duties as requested by theAssistant Branch Manager and/or Branch Manager or Area Branch Manager.