Universal Member Service Representative

Members 1st Federal Credit Union•Monroe Township, PA

About The Position

The Universal Member Service Representative supports branch operations by providing high levels of member satisfaction and helping grow deposits, loans, and service ratios. The role assists members with opening accounts, lending, account maintenance and reviews, and support services. It follows credit union standards and procedures and supports branch growth through lobby engagement. The representative fosters a consultative sales culture by influencing and educating members and staff, connecting them with branch associates and partners, and encouraging the use of technology and self-service options. The position helps transition member interactions from transactional to consultative. It may take on branch leadership responsibilities when a Branch Manager or Assistant Branch Manager is absent, and may provide coverage for other departments or functions within the position's scope.

Requirements

1–3 years of related experience.
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.
Ability to travel, including occasional overnight travel.
General and business knowledge equivalent to a high school diploma.

Responsibilities

Support branch operations and provide high levels of member satisfaction.
Assist with branch growth in deposits, loans, and service ratio.
Help members establish new accounts and answer questions about lending, account maintenance and reviews, and support services.
Ensure compliance with credit union standards, policies, and procedures.
Support branch growth and service by engaging with members in the lobby.
Foster a consultative sales culture by influencing and educating members and staff and connecting them with technology and self-service options.
Help transition member 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.