Member Service Representative - BD
Description
The Member Services Representative Digital Branch serves as a frontline representative for Partners Federal Credit Union, focusing on building long-term, profitable relationships with our Members. This role involves understanding Members financial needs and offering tailored financial solutions in a digital work environment. You will interact with Members through various channels... including telephone, video meetings, and email, ensuring exceptional service and support while promoting Credit Union objectives.
Compensation and Benefits
Pay rate: (19.55 - )25.67 per hour
Select benefits including medical, financial, and other perks
Flexible hybrid work schedule (approximately 2 days in-office and 3 days at home)
Opportunities for professional growth and development
Why you should apply for this position today
This position offers a unique opportunity to engage with Members in a meaningful way, helping them achieve their financial goals while contributing to the success of the Credit Union. Join a supportive team that values innovation and member satisfaction, and make a positive impact in your community.
Skills
Excellent member service and conflict resolution skills
Effective sales skills with a focus on relationship building
Strong problem-solving abilities
Clear and open communication skills, both written and verbal
Flexibility and adaptability to change
Strong time-management skills and ability to multitask
Initiative and independence in completing tasks
Proven ability to build trust and strong relationships
Responsibilities
Identify and build a network of Member contacts through various outreach methods
Make outbound contacts to new Members, ensuring their needs are met
Provide 5 Star Service to every Member, every time
Promote Credit Union objectives and cross-sell products and services
Educate Members on financial responsibility and product features
Process new Memberships and ensure quality control standards are met
Anticipate potential issues and communicate effectively with management
Complete projects and reports to streamline operations
Maintain flexibility to support digital branch needs
Qualifications
Minimum 2 years of financial sales experience required
Demonstrated experience in providing exceptional member service
Proven ability to execute tasks efficiently and develop innovative solutions
Strong teamwork skills and collaboration abilities
Education Requirements
High School diploma or GED (required)
Bachelors degree (preferred)
Education Requirements Credential Category
High School or GED (required)
Bachelors degree (preferred)
Experience Requirements
1 to 2 years of relevant work experience in financial services and sales
Language skills: Spanish (preferred)
Experience with financial systems such as Episys and Verafin (preferred)
Why work in Anaheim, CA
Anaheim is known for its vibrant community, diverse culture, and proximity to major attractions like Disneyland. The city offers a variety of recreational activities, dining options, and entertainment venues, making it an exciting place to live and work. With a strong economy and a focus on innovation, Anaheim provides ample opportunities for professional growth and a balanced lifestyle
Apply Now
The Member Services Representative Digital Branch serves as a frontline representative for Partners Federal Credit Union, focusing on building long-term, profitable relationships with our Members. This role involves understanding Members financial needs and offering tailored financial solutions in a digital work environment. You will interact with Members through various channels... including telephone, video meetings, and email, ensuring exceptional service and support while promoting Credit Union objectives.
Compensation and Benefits
Pay rate: (19.55 - )25.67 per hour
Select benefits including medical, financial, and other perks
Flexible hybrid work schedule (approximately 2 days in-office and 3 days at home)
Opportunities for professional growth and development
Why you should apply for this position today
This position offers a unique opportunity to engage with Members in a meaningful way, helping them achieve their financial goals while contributing to the success of the Credit Union. Join a supportive team that values innovation and member satisfaction, and make a positive impact in your community.
Skills
Excellent member service and conflict resolution skills
Effective sales skills with a focus on relationship building
Strong problem-solving abilities
Clear and open communication skills, both written and verbal
Flexibility and adaptability to change
Strong time-management skills and ability to multitask
Initiative and independence in completing tasks
Proven ability to build trust and strong relationships
Responsibilities
Identify and build a network of Member contacts through various outreach methods
Make outbound contacts to new Members, ensuring their needs are met
Provide 5 Star Service to every Member, every time
Promote Credit Union objectives and cross-sell products and services
Educate Members on financial responsibility and product features
Process new Memberships and ensure quality control standards are met
Anticipate potential issues and communicate effectively with management
Complete projects and reports to streamline operations
Maintain flexibility to support digital branch needs
Qualifications
Minimum 2 years of financial sales experience required
Demonstrated experience in providing exceptional member service
Proven ability to execute tasks efficiently and develop innovative solutions
Strong teamwork skills and collaboration abilities
Education Requirements
High School diploma or GED (required)
Bachelors degree (preferred)
Education Requirements Credential Category
High School or GED (required)
Bachelors degree (preferred)
Experience Requirements
1 to 2 years of relevant work experience in financial services and sales
Language skills: Spanish (preferred)
Experience with financial systems such as Episys and Verafin (preferred)
Why work in Anaheim, CA
Anaheim is known for its vibrant community, diverse culture, and proximity to major attractions like Disneyland. The city offers a variety of recreational activities, dining options, and entertainment venues, making it an exciting place to live and work. With a strong economy and a focus on innovation, Anaheim provides ample opportunities for professional growth and a balanced lifestyle
Apply Now