What are the responsibilities and job description for the Member Service Representative position at Commonwealth One FCU.?
Job Description
Job Description
Job Description
Overview
Compensation : Exempt (Salary)
Location Type : On-site
Office Location : 4875 Eisenhower Ave Suite 100, Alexandria, VA 22304
Position Type : Full Time
The Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all Credit Union (CU) services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the member’s specific needs.
The Member Service Representative may be assigned to float to another branch to provide coverage.
All Retail team members must fully understand CU products and services, and be able to assist members to use these products and services. The MSR is expected to demonstrate assigned core competencies and meet assigned goals.
Responsibilities
- Greet and welcome members to the CU in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions.
- Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues.
- Open new accounts. Process stop payment requests, payroll deduction, ATM pin changes, requests for new products and services, and various other requests.
- Process loan requests. Originate loan applications. Disburse approved loans.
- Identify cross-sell opportunities and cross-sell products and services to members. Distribute information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage & Investment referrals.
- Conduct outbound calling to follow up on new member accounts and / or acquire new member loan business.
- Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.
- Complete required training when assigned
Performance Expectations
Education & Experience
Skills & Abilities
Other Pertinent Information
Summary of Physical Demands :
While performing the responsibilities of the job, the employee is required to convey detailed or important instructions and ideas accurately, audibly and quickly; hear average or normal conversations and receive ordinary information; use hands to perform such tasks a computer typing, file maintenance, using telephones, ten key adding machines and related office equipment; regular and frequent movement requiring use of hands, writes, arms, fingers; visual acuity required to prepare, read, and inspect documents and interpret information on a PC screen. This is primarily sedentary office work with occasional physical activity requiring lifting of small boxes / files. Ability to sit for long periods of time.
Benefits
For more information, please visit our career’s website at Careers | VA & Washington D.C. Credit Union | CommonWealth One
CommonWealth One Federal Credit Union Origin
For 80 years, CommonWealth One FCU has embodied a legacy of people helping people.
We are forward thinking and understand our roots in making a difference in our members’ financial goals and their path to a better way of life. Our first priority is our member's financial wellness, offering a fresh and creative take on delivering financial products and services, wherever and whenever needed.
For You, For Life. It's more than a slogan. It’s our culture of service and promise to our members, today and wherever their paths take them. We are their financial ally and expert, and we are there for our members every step of the way.
Our Cultural Beliefs
Think Different : I challenge the status quo; creating ideas that redefine our future.
Come Together : I partner across the organization through effective communication by sharing ideas.
Own It : I make informed and timely decisions and own the results.
Salary : $5,000
