Member Relationship Representative III (onsite in Holden, MA)

Leominster Credit Union • Holden, MA

358d • $22 - $28

About The Position

The Member Relationship Representative III leads the operational standards of the branch. Additionally, the Member Relationship Representative III leads by example and coaches the team on operational excellence, member experience, having needs-based conversations, and offering financial solutions to meet our members' needs. Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to members served by All One Credit Union.

Requirements

• High school diploma or equivalent.
• At least three years of banking experience with teller and member service responsibilities along with demonstrated supervisory skills.
• Strong knowledge of banking products, services and branch operations.
• Excellent member service delivery along with strong organizational, communication and interpersonal skills.
• Great problem solver, proactive in solving member issues and comfortable with technology.
• Working knowledge of Microsoft Outlook, Word and Excel.
• Ability to work a rotating schedule of Monday through Saturday.
• Must be registered with NMLS.

Responsibilities

• Oversees branch operations, including cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, member privacy and employee safety.
• Works alongside the management team to coach and mentor branch staff to achieve goals and develop their abilities and potential; provides ongoing training and motivation to the team.
• Consistently executes appropriate behaviors aligned with the credit union's values and member service standards to deliver an exceptional member experience in the branch.
• Proactively reaches out to members to deepen relationships through needs-based conversations.
• Demonstrates exceptional knowledge of the credit union's products and services. Recommends appropriate solutions to meet member needs.
• Completes all member requests including account openings, personal, car and equity loan applications and closings, mortgage applications, servicing requests, and routine bank transactions.
• Supervises teller balancing. Ensures all cash is accounted for and team adheres to the Teller Balancing Policy.
• Manages the branch operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, coin machine, vaults, as well as daily, weekly, and monthly reports.
• Orders, verifies and distributes cash shipments.
• In conjunction with Branch Manager and Assistant Branch Manager, ensures all security equipment is in proper working order. Opens and closes the branch to ensure systems are set properly.
• Administers supervisor overrides for restricted transactions appropriately and within assigned limits.
• Continuously increases knowledge and skills through self-motivation, formal education, seminars, and in-house training.
• Achieves all assigned member service and sales goals.
• Adheres to all policies and procedures. Responsible for compliance with regulations such as BSA, OFAC, and others as required.
• Acts as a third in charge/supervisor in the branch. Supports Branch Manager and Assistant Manager with coaching and training branch employees and new hires.
• Participates in assigned projects or committees within the credit union.
• Places and logs service calls for transactional equipment. Initiates tickets with IT to report system issues.

Benefits

• Comprehensive, affordable, and competitive benefits package.
• Rich 401K plan offering 100% of the first 5% 401K Match contribution and 3% 401K Safe Harbor contribution.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED