Member Services Rep I

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    "requisitionDescription": "<div><div><div><div><div><p id=\"isPasted\"><strong>Member Services Representative I</strong></p><p><strong>Reports to:</strong>&nbsp; Branch Manager, Director of Operations</p><p><strong>Purpose:</strong></p><p>Serve as a liaison between the member and the credit union. &nbsp;Responsible for providing account information, interviewing, and opening accounts for new members and professionally handling the member&rsquo;s daily needs. &nbsp;Provide a variety of transactions/services to members including loan processing, closing, and disbursal.&nbsp;</p><p id=\"isPasted\"><strong>Requirements:</strong></p><ul type=\"disc\"><li>Work requires knowledge of consumer loan policy, credit granting criteria, interest rates and how they are computed. &nbsp;Consumer lending and account opening experience preferred.&nbsp;</li><li>Professional, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image as a representative of the credit union.</li><li>Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).</li><li>Work requires sitting for the majority of the day. &nbsp;Work also requires occasional lifting of up to 35 pound and occasional bending, squatting, reaching and kneeling in order to access credit union records.</li><li>Spanish-English bilingualism a plus.</li></ul><p><br></p><p id=\"isPasted\"><strong>Duties and Responsibilities:</strong></p><ol start=\"1\" type=\"1\"><li>Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.</li><li>Provide, in person and by telephone, general and specific service related information concerning credit union services or policies.</li><li>Respond to members&rsquo; requests, problems, and complaints and /or direct them to the proper person for specific information and assistance. &nbsp;</li><li>Open new accounts and service existing accounts. &nbsp; Set up new account files and provide members with all necessary information for membership.</li><li>Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, line of credit advances, and any other request received from members.</li><li>Conduct orientation interviews on credit union services and programs with each new credit union member.</li><li>Promote credit union products and services based on member needs that are obtained from member interviews. &nbsp;Actively cross sell products/services.</li><li>Up to date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. &nbsp;Up to date and comprehensive knowledge on all related policies and procedures, rules and regulations.</li><li>Provide information on investment alternatives to members wishing to deposit funds with the credit union.</li><li>Research accounts for deposit, withdrawal, and loan payment discrepancies.</li><li>Assist members in balancing their accounts.</li><li>Assist members in opening individual retirement accounts and certificates.</li><li>Process loans and visa applications.</li></ol></div></div></div></div></div>\n",
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