[Work From Home] Member Service Representative II
An exciting opportunity awaits for a talented Member Service Representative II! We have an opening at our office in Remote. This position requires a strong and diverse skillset in relevant areas to drive success. We believe in rewarding talent. The total rewards package for this role includes a competitive salary. Â Â Job Posting Title:
Member Service Representative II
...
Req ID:
10103479
Job Description:
The Member Service Representative II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the PartnerÂs Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.
The Member Service Representative II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.
Job Responsibilities:
Lead Generation and Networking
 Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
 Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
Transaction Processing
 Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
Member Needs and Financial Solutions
 Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
Cross-Selling and Promotion
 Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
Loan Processing and Mentorship
 Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
Product Knowledge and Member Education
 Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
Membership Account Management
 Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
Quality Control and Compliance
 Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
Branch Operations and Notary Responsibilities
 Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.
Education Level: High School or GED (required)
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)
Certifications, Licenses, Registrations, etc.:
· FL/CA Notary (specify for job location) Required
· NMLS Certification Required
· Medallion Signature Guarantee Certification Preferred
Other Training, Technical Skills or Knowledge
 Ability to use a personal computer and related software applications including Microsoft Outlook. Required
 Experience using Episys Preferred
 Experience using Springboard Preferred
 Experience using Verafin Preferred
Type Abilities and Behaviors below:
· Excellent member service and conflict resolution skills
· Effective sales skills
· Strong problem-solving and decision making skills
· Clear and open communication skills
· Flexible; easily adapts to change
· Strong time-management skills & ability to multi-task
· Organized; good time manager
· Responsible; takes initiative and works independently
· Strong teamwork skills
· Two years experience in the financial industry and credit unions is required.
 Two years experience in teller cash handling and cash dispense machines is required.
 Experience in sales is preferred.
 Previous supervisory experience preferred
Business / Work Environment:
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation
Job Posting Segment:
Credit Unions
Job Posting Primary Business:
Credit Unions All
Primary Job Posting Category:
Banking
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Lake Buena Vista, FL, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2024-10-17 Apply Job! Take the Next StepAre you ready for this challenge? Apply now and let's discuss how you can become a vital part of our success story.
Apply Now
Member Service Representative II
...
Req ID:
10103479
Job Description:
The Member Service Representative II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the PartnerÂs Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.
The Member Service Representative II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.
Job Responsibilities:
Lead Generation and Networking
 Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
 Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
Transaction Processing
 Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
Member Needs and Financial Solutions
 Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
Cross-Selling and Promotion
 Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
Loan Processing and Mentorship
 Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
Product Knowledge and Member Education
 Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
Membership Account Management
 Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
Quality Control and Compliance
 Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
Branch Operations and Notary Responsibilities
 Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.
Education Level: High School or GED (required)
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)
Certifications, Licenses, Registrations, etc.:
· FL/CA Notary (specify for job location) Required
· NMLS Certification Required
· Medallion Signature Guarantee Certification Preferred
Other Training, Technical Skills or Knowledge
 Ability to use a personal computer and related software applications including Microsoft Outlook. Required
 Experience using Episys Preferred
 Experience using Springboard Preferred
 Experience using Verafin Preferred
Type Abilities and Behaviors below:
· Excellent member service and conflict resolution skills
· Effective sales skills
· Strong problem-solving and decision making skills
· Clear and open communication skills
· Flexible; easily adapts to change
· Strong time-management skills & ability to multi-task
· Organized; good time manager
· Responsible; takes initiative and works independently
· Strong teamwork skills
· Two years experience in the financial industry and credit unions is required.
 Two years experience in teller cash handling and cash dispense machines is required.
 Experience in sales is preferred.
 Previous supervisory experience preferred
Business / Work Environment:
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation
Job Posting Segment:
Credit Unions
Job Posting Primary Business:
Credit Unions All
Primary Job Posting Category:
Banking
Employment Type:
Full time
Primary City, State, Region, Postal Code:
Lake Buena Vista, FL, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2024-10-17 Apply Job! Take the Next StepAre you ready for this challenge? Apply now and let's discuss how you can become a vital part of our success story.
Apply Now