Member Service Representative Lead - Savannah, GA

Center Parc Credit Union•Savannah, GA

8h•$22 - $27•Onsite

About The Position

Join Center Parc Credit Union as a Member Service Representative Lead and play a key role in delivering exceptional service while supporting the success of our branch team. We are seeking candidates with 4+ years of experience in a credit union, bank, or other financial institution, along with a passion for building relationships, coaching others, and delivering outstanding member experiences. In this hands-on Lead position, you'll provide expert guidance to members and teammates while helping fulfill our mission of helping members achieve financial success. Position Status – Full Time non-exempt (Hourly) Reports To: Branch Manager or Assistant Branch Manager Target hiring pay range: $21.75 - $27.19 per hour The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. Purpose: The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Member Service Rep Lead proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but is not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, opening new accounts, ensuring that product recommendations are aligned with member needs, and building positive relationships with members and peers. Depending on their assignment, the Member Service Rep Lead from time to time may perform all or a portion of the tasks listed herein, but all incumbents are expected to be proficient in each task over time. Supervisory Responsibilities: No direct reports. Serves as the designated lead by guiding, coaching, and assigning daily tasks to front-line team members and coordinating with internal and external partners through indirect or matrixed working relationships.

Requirements

An associate’s degree in business, Business Administration, or related field of study; 2 years of related work experience or 2 years of college course equivalent in lieu of degree
4 years of related work experience in banking, financial services, insurance, or credit unions
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

Nice To Haves

A bachelor’s degree in business management, Business Administration, or related field of study
Two years of experience in a lead, member-facing role within a credit union
Prior experience completing transactions in Symitar, and Meridian Link

Responsibilities

Adhere to and deliver on Center Parc’s core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
Model leadership and service expectations by providing exceptional in-branch service to members, consistently executing, and reinforcing CPCU’s service standards, and providing procedural guidance and subject matter expertise to front-line branch team members.
Serve as the designated lead by assigning daily work to front-line branch team members, observing performance, and collaborating with the Assistant Branch Manager and Branch Manager to ensure consistent coaching, processes, and procedures.
Support the onboarding and skill development of new and existing front-line team members by demonstrating expected behaviors and reinforcing daily work expectations.
Serve as the first point of escalation for routine member service issues and facilitate timely, consistent resolution.
Exercise override authority within established limits and demonstrate sound judgment and prudence when determining check holds, waiving or refunding service fees, and resolving other member transactions or service needs.
Process member transactions, including Visa payments, transfers, loan payments, deposits, U.S. Savings Bond transactions, and cash advances.
Complete service requests, clerical duties, and research necessary to resolve member inquiries and concerns.
Connect members with internal business partners when their inquiries or concerns cannot be resolved at the branch level.
Open new member accounts, update existing accounts, and establish share and loan allocations.
Recommend credit union products and services aligned with each member’s needs.
Maintain up to date knowledge of all retail and account opening procedures; Follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.
Maintain up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
Use product knowledge and consultative service skills to address member skepticism or objections when a recommended product or service is in the member’s best interest.
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.
Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
Other duties as assigned.