Senior Member Relationship Specialist - Deptford

First Harvest Credit Union•Deptford Township, NJ

About The Position

The Senior Member Relationship Specialist (MSR III) independently performs a full range of member service, sales, and operational functions with minimal supervision and serves as part of the management team. The role oversees workflow, acts as a key holder, assists members, supports branch staff, and coaches and trains new and existing team members. The specialist provides exceptional member service by addressing financial needs, promoting credit union products and services, processing transactions, opening accounts, explaining loan products, entering applications, and disbursing loans. The role also helps members manage accounts and resolve issues while supporting regulatory compliance. As a Float MSR III, the employee must be able to travel to branches within the Branch Network as needed and work effectively in team environments.

Requirements

High school diploma or GED.
At least two years of experience as an MSR II or in a similar role at a financial institution.
At least two years of experience in financial services, with a strong background in lending, sales, and member service.
Prior sales experience.
Previous leadership or supervisory experience.
Thorough knowledge of credit union services, policies, and procedures.
Comprehensive knowledge of banking regulations and compliance requirements.
Proficiency with Microsoft Office Suite, Outlook, and the Internet.
High proficiency with credit union software programs.
Excellent communication, interpersonal, and customer service skills.
Ability to remain professional and act as a role model.
Ability to work with minimal supervision and exercise judgment.
Intermediate to advanced knowledge of sales techniques.
Ability to coach and train others.
Availability to travel to other branches when required.
Strong knowledge of consumer lending, regulatory requirements, and loan processing.
Proven ability to drive sales while maintaining member service standards and operational efficiency.
Strong leadership, team-building, problem-solving, and decision-making abilities.
Knowledge of credit union products, services, and compliance regulations.
Ability to stand for up to eight hours per day, lift items estimated at 5–10 pounds or more, and perform repetitive keyboard hand movements.

Nice To Haves

Associate or bachelor's degree.
Experience coaching and training others.
Previous leadership or supervisory experience in a credit union or banking environment.
DNA core system experience.
Ability to demonstrate proficiency in both spoken and written English and Spanish.

Responsibilities

Adhere to FHCU Service Standards.
Perform all Branch MSR duties and responsibilities with minimal supervision.
Serve as the first point of contact for branch personnel regarding member issues or complaints; resolve issues within assigned authority and escalate them when necessary.
Coach and assist in training new and existing team members to ensure completion of operational, sales, and service duties.
Contribute to branch sales goals by identifying members’ financial needs and recommending suitable products or services using sales techniques.
Act as a key holder on a rotating basis and perform branch opening and closing responsibilities.
Recommend improvements to the supervisor that could improve service delivery to members.
Assist with the office’s daily operational functions as a team member.
Represent the credit union at Select Employer Group events as requested.
Direct staff workflow in the absence of the Regional Manager and Assistant Branch Manager.
Participate in credit union self-development education programs and required compliance courses.
Perform other duties as assigned.
Assist members with financial needs, account management, and issue resolution.
Process transactions, open accounts, provide information about loan products, enter loan applications, and disburse loans.
Travel to branches within the Branch Network as needed.