Mobile Member Service Consultant

Call Federal Credit Union•Richmond, VA

5d•$17

About The Position

Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff Essential Functions and Responsibilities: Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements Educate members regarding all Call Federal products and services in a consistent sales environment Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds. Open accounts for existing members Provide services such as Visa gift cards and Visa cash advances Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance Ordering of all electronic/digital services Accountability for all assets under your control; including cash drawer, if applicable Process check imaging thru branch capture daily Assist members with all member service forms Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals Advocate and demonstrate company brand Travel to work and assist the Richmond and Chester branches Other duties as assigned Qualifications: High school diploma or equivalent Previous cash handling experience, minimum of a year Previous retail experience, minimum of a year Requires flexible schedule availability including evenings and weekends Excellent interpersonal skills required Self-motivated; can work independently, but also in a team environment Takes initiative to proactively add value to the member and credit union Positive and optimistic Trustworthy and honest Attention to details a must Acceptable background check; credit, criminal and insurance verification Environmental Factors and Physical Requirements: This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.

Requirements

High school diploma or equivalent
Previous cash handling experience, minimum of a year
Previous retail experience, minimum of a year
Requires flexible schedule availability including evenings and weekends
Excellent interpersonal skills required
Self-motivated; can work independently, but also in a team environment
Takes initiative to proactively add value to the member and credit union
Positive and optimistic
Trustworthy and honest
Attention to details a must
Acceptable background check; credit, criminal and insurance verification

Responsibilities

Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff
Ensure exceptional service to all external and internal members to foster and capture the credit union brand.
Consistently delivering on our brand promise, vision and mission statements
Educate members regarding all Call Federal products and services in a consistent sales environment
Uses knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone and or email
Provide prompt efficient accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits
Verifies important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
Open accounts for existing members
Provide services such as Visa gift cards and Visa cash advances
Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance
Ordering of all electronic/digital services
Accountability for all assets under your control; including cash drawer, if applicable
Process check imaging thru branch capture daily
Assist members with all member service forms
Uncover opportunities for member engagement, via in person or outbound sales calls to achieve sales goals
Advocate and demonstrate company brand
Travel to work and assist the Richmond and Chester branches
Other duties as assigned