Member Service Representative Bilingual Preferred

Climb Credit Union•Arvada, CO

1d•Onsite

About The Position

The Member Service Representative is the face of our organization and holds an essential role in delivering on our PROMISE by providing outstanding member experiences. Responsible for serving as a financial consultant to members, conducting member financial profiles, identifying member needs, cross-selling, and up-selling. Attracts, expands, and retains member relationships and is responsible for contributing to the financial well-being of our members. Accountable for lobby management and in-branch member service interactions and performs a wide range of sales/transactional duties, upholding quality, service, and brand standards. Works with the Branch Manager and Assistant Manager to achieve goals of deposit/loan growth, business relationship growth, and personal membership growth. The MSR also maintains current knowledge of competitor products, services, and current promotions.

Requirements

One to three years of customer service or sales experience.
6 months to one year of financial institution experience.
A high school education or GED.
Demonstrated abilities related to sales and achievement of sales goals.
Proven ability and willingness to identify needs and sell appropriate products.
Strong communication skills, both oral and written.

Nice To Haves

Bilingual Preferred, not a requirement.

Responsibilities

Promptly, accurately and efficiently process member financial transactions including but not limited to: deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, negotiable instruments, and necessary general ledger postings according to policies, procedures, and standards.
Performs account maintenance to include but not limited to address changes, phone numbers, travel advisories, diary memos, etc.
According to policies, procedures, and standards, respond to member inquiries and requests for account information such as loan payoffs, balances, check orders, maturity dates, payment history, late fees, rates, etc.
Opens new accounts, analyzes credit bureau reports; interviews members in person or by telephone to identify financial needs and sales opportunities; initiates computer-based credit applications; analyzes credit scores and makes routine business decisions; sells and cross-sells financial products and services to members; and answers member inquiries about products and financial services.

Benefits

Healthcare
Dental insurance
Life insurance
401(k)
Personal time off
Employee discounts on loans
Other perks
401K Employer match 100% Match on first 3% and 50% on next 2.5%
Medical, Dental, Vision Insurance
PTO (Paid Time Off) 2 additional personal days (Floating)
VTO (Volunteer Time Off) 16 hours
11 Paid Holidays
Employee Assistance plan focuses on wellness, mental health - 8 free sessions offered
Tuition Reimbursement
Employee loan rate reduction
Discounts on Climb Credit Union loans and services
Financial Investment/Counseling
Employee events throughout the year