What are the responsibilities and job description for the Member Service Representative II position at Partners Federal Credit Union?
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 Partner’s 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.
Essential 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
Transaction Processing
Member Needs and Financial Solutions
Cross-Selling and Promotion
Loan Processing and Mentorship
Product Knowledge and Member Education
Membership Account Management
Quality Control and Compliance
Branch Operations and Notary Responsibilities
KNOWLEDGE & SKILLS
Education Level :
High School or GED (required)
Years of Relevant Work Experience :
3 to 5 years
Language Skills : Spanish (preferred)
Certifications, Licenses, Registrations, etc.
Other Training, Technical Skills or Knowledge
Abilities and Behaviors :
Scope of the Job
Performance Standards :
Discretion / Latitude :
This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
Interactions :
This role interacts with a combination of walk-in Members and inbound / outbound phone calls. There is a high level of interactions with all PFCU departments.
Business / Work Environment :
Shift work including weekends consists of hours outside of an 8 - 5 schedule to cover the hours of operation.
Challenges :
Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday.
Training Requirements :
Physical Demands & Environmental / Working Conditions :
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Other :
Ability to travel from branch locations when required.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
