SR. Member Service Representative

Commonwealth One FCU.•Alexandria, VA

38d

About The Position

The Senior Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all Credit Union (CU) services, processing transactions, and effectively engages members in consultative cross selling of products and services that meet the member’s specific needs. The Senior Member Service Representative is assigned to a branch and has full responsibility for overseeing the operations of the branch including opening and closing. All Retail team members must fully understand the CU’s products and services and have the ability to assist members to use these products and services. The Senior MSR is expected to demonstrate assigned core competencies and meet assigned goals.

Requirements

One year to three years of related work experience in sales and service experience for a financial institution.
Two-year college degree, or completion of a specialized certification or licensing, required.
Basic math/ computation and cash handling experience.
CU or banking products and services.
Consistent excellent customer service skills.
Strong written, verbal, and interpersonal communication skills.
Problem-solving and conflict resolution capabilities.
PC skills (including Microsoft Office and banking platforms).
Ability to handle multiple tasks with attention to detail
Regular and satisfactory attendance required.
Must maintain an acceptable personal credit history and be bondable.

Responsibilities

Responsible for opening and closing the branch. Performs branch and system balancing.
Aids and support to other members of the service team. Assist with community outreach programs. Perform other duties as required for the efficient operation of the branch.
Greet and welcome members to the CU in a courteous, professional and timely manner, providing prompt accurate and efficient member transactions.
Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues.
Open new accounts. Processes stop payment requests, payroll deduction, ATM pin changes, requests for new products and services and various other requests.
Process loan requests. Originate loan applications. Disburse approved loans.
Identify cross-sell opportunities and cross-sells products and services to members. Distributes information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage & Investment referrals.
Comply with BSA and SAR requirements. Perform other duties as required for the efficient operation of the branch.
Ensure compliance with all applicable federal regulations, including the Security and OFAC, Bank Secrecy Act, Fair Lending, and the SAFE Act.
Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.