Member Relationship Specialist II - Voorhees

First Harvest Credit Union•Voorhees Township, NJ

About The Position

The Member Relationship Specialist II (MRS II) delivers service to credit union members by assisting with financial needs, promoting products and services, and supporting member satisfaction. The role processes financial transactions, opens and closes accounts, provides information about loan products, inputs loan applications, and disburses loans. It also helps members manage accounts and resolve issues while maintaining compliance with regulatory requirements. As a Float MRS II, the employee may need to travel to branches throughout the Branch Network on a daily basis and work effectively in team environments. The position also supports sales goals, membership growth, community events, and business development activities.

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.
Ability to drive sales while maintaining exceptional member service standards and operational efficiencies.
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; the app does not access personal data on the device.

Nice To Haves

Associate's degree.
At least six months of experience as a teller, MRS I, or in a related position at a financial institution.
Prior sales experience.
DNA core system experience.
Proficiency in both spoken and written English and Spanish; a $0.50 hourly 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 or closing accounts.
Engage members in dialogue to understand their financial needs and recommend appropriate products or services.
Meet established individual and group sales goals using various sales techniques.
Respond to member inquiries about account operations and access to services, and help members make effective use of service offerings.
Perform duties with limited supervision and resolve issues within the scope of assigned authority.
Execute loan applications and disbursements.
Make outbound calls to members about outstanding loan approvals and credit union products and services.
Attend offsite events to increase membership within Select Employer Groups.
Participate in available credit union 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 when required.
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 employee term life insurance.
Voluntary term life insurance for spouses and children.
Critical illness, accident, and hospital indemnity insurance.
Health care flexible spending account (FSA) and health savings account (HSA).
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.