Senior Member Service Representative
Honda Federal Credit Union•Marysville, OH
About The Position
The Senior Member Service Representative is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and Real Estate loan applications, filing disputes, and assisting members with any questions/concerns in regards to their account. Have full knowledge of the Credit Union’s products and services. Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively.
Requirements
- High School Diploma or GED Equivalent
- Minimum 2 to 3 recent years customer service and sales skills in a financial service environment
- Professionalism
- Ability to multi-task
- Decision making skills
- Self-motivation
- Working knowledge of all HFCU deposit and consumer loan products, and services.
- Working knowledge of operational systems
- Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day to day operations.
Nice To Haves
- Personal finance knowledge
- Maintain confidentiality
- Communicate effectively
- Strong working knowledge of Service Plus and TMA training
Responsibilities
- Teller Transactions
- New memberships/accounts
- New services
- Loan applications / processing
- Basic IRA processing
- Equity applications
- Basic Mortgage Knowledge
- Educating members on new technologies provided by HFCU
- Effectively and Confidently interacts with members in a professional and courteous manner while evaluating their needs.
- Educate and/or cross sell products and services to meet those needs.
- Meeting customer service expectations and metrics.
- Moving beyond the member’s initial request and offering additional education /opportunities to the member.
- Member interaction may be inbound or outbound.
- Able to work within a team to accomplish the overall goals/products/services
Benefits
- Competitive Base Salary
- Paid Overtime
- Regional Bonus (when applicable)
- Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
- Paid time off, including vacation, holidays, shutdown
- Company Paid Short-Term and Long-Term Disability
- 401K Plan with company match + additional contribution
- Relocation assistance (if eligible)
- Advancement Opportunities
- Career Mobility
- Education Reimbursement for Continued Learning
- Training and Development programs
- Tuition Assistance & Student Loan Repayment
- Lifestyle Account
- Childcare Reimbursement Account
- Elder Care Support
- Wellbeing Program
- Community Service and Engagement Programs
- Product Programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
