Universal Member Representative

Cpcu/Sfcu•New Haven, CT

16d

About The Position

Ensure all transactions are within CorePlus and Scient policies and procedures. Approve transactions and exceptions within defined authority levels. Resolve member issues and/or complaints through actively listening and asking questions to determine the member’s desired outcome. Follow up with the member through to completion to ensure the member is highly satisfied. Ensure compliance with branch operations and security procedures, and that they are being adhered to within established guidelines for the service center at all times. Maintain and balance a cash drawer according to Credit Union standards. Assist tellers with problem solving and balancing daily work as necessary. Act as a Member Financial Representative when needed. This will include such duties as opening memberships, new accounts and all other inquires and/or maintenance requests related to members’ accounts Perform administrative duties such as ordering supplies and keeping a safe, clean work area. Refer products and services by cross-selling to meet member needs as well as attaining individual and service center goals with a particular emphasis on member relationships. This will contribute to the attainment of individual and branch goals and overall corporate metrics. Performs other duties as assigned.

Requirements

High school diploma or equivalent required.
Two to four years related experience and/or training.
Previous cash handling experience required.
Strong problem solving skills.
Proficient in customer awareness (internal and external).
Knowledgeable in CorePlus and Scient departmental operations.
Able to accurately evaluate and predict the effect of decisions and how they relate to external customers.
Ability to objectively analyze situations and potential consequences to determine the best resolution.
Makes appropriate decisions in a timely manner.
Strong interpersonal skills.
Strong written and oral communication skills.
Exceptional knowledge of credit union policies and procedures.
Thorough knowledge of credit union products and services to support members and co-workers to answer questions and to resolve issues.
Use sound judgment when recommending a product or service as a solution or when making exceptions.
Ability to adapt.
Must be willing to multitask and change priorities as different situations arise.

Responsibilities

Ensure all transactions are within CorePlus and Scient policies and procedures.
Approve transactions and exceptions within defined authority levels.
Resolve member issues and/or complaints through actively listening and asking questions to determine the member’s desired outcome.
Follow up with the member through to completion to ensure the member is highly satisfied.
Ensure compliance with branch operations and security procedures, and that they are being adhered to within established guidelines for the service center at all times.
Maintain and balance a cash drawer according to Credit Union standards.
Assist tellers with problem solving and balancing daily work as necessary.
Act as a Member Financial Representative when needed.
Perform administrative duties such as ordering supplies and keeping a safe, clean work area.
Refer products and services by cross-selling to meet member needs as well as attaining individual and service center goals with a particular emphasis on member relationships.
Performs other duties as assigned.