What are the responsibilities and job description for the Member Service Representative position at Call Federal Credit Union?
At Call Federal Credit Union, we're driven by our members' needs. As a Member Service Consultant, you'll play a vital role in fostering exceptional service to all external and internal members. Your consistent delivery of our brand promise, vision, and mission statements will help capture the credit union brand.
This position requires a liaison between members and the credit union, accurately performing transactions, providing information, and referring potential prospects to appropriate staff. You'll ensure exceptional service to all members, consistently delivering on our brand promise, vision, and mission statements.
Your responsibilities will include educating members regarding all Call Federal products and services in a consistent sales environment. You'll use your knowledge of specific products or areas of expertise to answer member inquiries via face-to-face, telephone, and/or email.
Key responsibilities:
- Educate members regarding all Call Federal products and services
- Use knowledge of specific products or areas of expertise to answer member inquiries
- Provide prompt, efficient, accurate information and basic teller transactions
- Verify important information to cash or deposit checks and pay out funds
- Open accounts for existing members
- Provide services such as Visa gift cards and Visa cash advances
- Respond to member requests/problems/complaints and direct them to appropriate staff for additional assistance
- Ordering of all electronic/digital services
- Accountability for all assets under your control; including cash drawer, if applicable
- Process check imaging through branch capture daily
- Assist members with all member service forms
- Uncover opportunities for member engagement, via in-person or outbound sales calls to achieve sales goals
To be successful in this role, you'll need:
- A high school diploma or equivalent
- Previous cash handling experience, minimum of a year
- Previous retail experience, minimum of a year
- Flexible schedule availability, including evenings and weekends
- Excellent interpersonal skills
- Self-motivated, able to work independently but also in a team environment
- Takes initiative to proactively add value to the member and credit union
- Positive and optimistic attitude
- Trustworthy and honest
- Attention to detail is a must
