Member Service Representative II

People's Credit Union • South Kingstown, RI

10d

About The Position

The Member Service Representative II provides solutions to members’ financial needs by providing quality service to members through effective needs-based recognition, handling member concerns and inquiries, and performing transactions with accuracy in a positive and professional manner.  The primary role of the Member Service Representative II is to build trusting relationships with our members, recommending financial solutions based on our member needs.

Requirements

• High school diploma or equivalent
• At least 1 to 2 years’ experience in customer service in a financial or retail environment
• Excellent oral and written communication skills
• Experience in Windows, Microsoft Office, and Automated Lending
• Apply for and successfully maintain NMLS registration
• Completion of all assigned trainings per regulations set forth by SAFE Act

Responsibilities

• Assist members in establishing account relationships as it relates to Credit Union products and services, utilizing in branch, telephone, and email opportunities.
• Respond to member inquiries and evaluate their needs.  Properly and enthusiastically look for growth opportunities and direct members to the appropriate resource.
• Maintain proficient knowledge of bank channels to promote ATM/Debit card usage, Alkami product and services, mobile banking and bill pay.
• Demonstrate ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and member satisfaction.
• Meet assigned member service and retention goals contributing to the success of the team.
• May serve as Member Service Center Agent as needed.
• Perform accurate, routine transactions as they relate to Credit Union products and services and balance processed transactions daily.
• Perform teller/MSR I duties as required, may assist in training and mentoring of new staff.
• Assist in the operational maintenance and procedural balancing of Automated Teller Machines.
• May assume coordination of branch office operations to include branch opening, closing, and branch balancing.
• Participate in all required training and adhere to written policies and procedures of the credit union including BSA, OFAC and security.
• Interview consumer loan applicants to gather the required information for a credit application, explaining loan options, rates and terms and close loan on approval.
• Apply for and successfully maintain NMLS registration.
• Completion of all assigned trainings per regulations set forth by SAFE Act.

Benefits

• Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP
• 401(k) and Roth plan with a competitive employer match
• Robust Wellness Program
• Employee Recognition Program
• Fun, food, and events

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees