Member Relationship Specialist II - Voorhees

First Harvest Credit Union•Voorhees Township, NJ
•Onsite

About The Position

The Member Relationship Specialist II (MRS II) delivers exceptional service to members by helping with their financial needs, promoting credit union products and services, and supporting member satisfaction. The role processes transactions, opens accounts, provides information about loan products, inputs loan applications, and disburses loans. It also helps members manage their accounts and resolve issues while ensuring compliance with regulatory requirements. As a Float MRS II, the employee may need to travel daily to any branch in the Branch Network and work effectively with teams. The position performs duties with limited supervision and represents the credit union at community and offsite events.

Requirements

  • High school diploma or GED.
  • At least one year of customer service experience.
  • At least one year of cash-handling experience.
  • At least two years of experience in financial services, with a strong background in lending, sales, and member service.
  • Knowledge of general banking regulations and credit union policies and procedures.
  • Proficiency with Microsoft Office Suite, Outlook, and the Internet.
  • Excellent communication, interpersonal, and customer service skills.
  • Professional appearance and demeanor.
  • Ability to work with limited supervision and exercise judgment.
  • Basic knowledge of sales techniques.
  • Availability to travel to other branches when required.
  • Strong knowledge of consumer lending, regulatory requirements, and loan processing.
  • Proven ability to drive sales while maintaining exceptional member-service standards and operational efficiency.
  • Strong problem-solving and decision-making abilities to address member concerns and operational challenges.
  • Knowledge of credit union products, services, and compliance regulations.
  • Use the Microsoft Authenticator app on a personal cell phone to securely authenticate Outlook and other company systems.

Nice To Haves

  • Associate's degree.
  • At least six months of experience as a teller, MRS I, or in a related financial-institution position.
  • Prior sales experience.
  • DNA core system experience.
  • Proficiency in both spoken and written English and Spanish; a $0.50-per-hour premium may be added for demonstrated proficiency.

Responsibilities

  • Adhere to FHCU Service Standards.
  • Conduct basic and complex financial and non-financial transactions professionally and courteously, including deposits, transfers, withdrawals, payments, wire transfer paperwork, stop payments, payroll setup, and opening and closing accounts.
  • Engage members to understand their financial needs and recommend appropriate products or services.
  • Meet individual and group sales goals using various sales techniques.
  • Respond to member inquiries about accounts and access to services, and help members make effective use of available services.
  • Resolve issues within the scope of assigned authority.
  • Execute loan applications and disbursements.
  • Make outbound calls regarding outstanding loan approvals and credit union products and services.
  • Attend offsite events to increase membership within Select Employer Groups.
  • Participate in self-development education programs and required compliance courses.
  • Represent the credit union at community events and assist the manager with business development duties when needed.
  • Travel to other branches as required and work effectively in team environments.
  • Perform other duties or special projects as assigned.

Benefits

  • Health, dental, and vision insurance.
  • Company-paid short-term and long-term disability insurance.
  • Company-paid basic term life insurance.
  • Voluntary term life insurance for spouse and children.
  • Critical illness, accident, and hospital indemnity insurance.
  • Health Care Flexible Spending Account and Health Savings Account.
  • Tuition reimbursement.
  • Employee discounts on loans, travel, tickets, and more.
  • 401(k) match of up to 5% and an annual retirement planning session.
  • 11 paid company holidays.
  • Up to 8 paid hours for community volunteerism.
  • Full-time employees accrue 40 hours of sick time, 10 days of PTO, and one personal holiday annually; PTO increases to 15 days after the first completed year.
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