Universal Member Service Representative

Members 1st Federal Credit Union•Loyalsock Township, PA

About The Position

The Universal Member Service Representative supports all aspects of branch operations, providing high levels of member satisfaction and assisting with branch growth in deposits, loans, and service ratio. The role assists members with establishing new accounts and answering questions about accounts, lending, account maintenance and review, and support services. It ensures compliance with credit union standards and policies and supports internal branch growth and service through lobby engagement. The representative demonstrates and fosters a consultative sales culture by influencing, educating, and connecting branch associates, partners, and members to technology and self-service options. The role helps transition member interactions from transactional to consultative. It may take on branch leadership responsibilities when a Branch Manager or Assistant Branch Manager is not present and may provide coverage for other departments or functions within the position's scope.

Requirements

1–3 years of related experience.
General and business knowledge equivalent to a high school diploma.
Ability to promote products and services to meet customer needs in a retail, financial services, or equivalent environment.
Excellent communication and interpersonal skills.
Attention to detail and accuracy.
Thorough knowledge of credit union products, services, policies, and procedures.
Cash handling skills.
Strong ability to recognize and offer sales opportunities.
Advanced analytical and problem-solving skills.
Advanced organizational and time management skills.
Ability to lead, take charge, and offer opinions and direction.
Familiarity with PCs and applicable software.
Ability to communicate effectively in English, orally and in writing.
Visual ability to prepare and analyze data and figures, view a computer terminal, and perform extensive reading.
Ability to sit for extended time periods.
Sufficient manual skill to operate a PC keyboard and other standard office equipment.
Ability to travel, including occasional overnight travel.

Responsibilities

Support all aspects of branch operations and provide high levels of member satisfaction.
Assist with branch growth in deposits, loans, and service ratio.
Assist members with establishing new accounts and answer questions about lending, account maintenance and review, and support services.
Ensure compliance with credit union standards and adherence to credit union policies and procedures.
Support branch growth and service by executing lobby engagement.
Promote a consultative sales culture by influencing, educating, and connecting associates, partners, and members to technology and self-service options.
Help members transition interactions from transactional to consultative.
Take on branch leadership responsibilities when a Branch Manager or Assistant Branch Manager is not present, as needed.
Provide coverage for other departments or functions within the scope of the position, as needed.