What are the responsibilities and job description for the Member Service Representative position at Compass Financial FCU?
Description Company Introduction:
Compass Financial FCU established in 1936. What makes us different from other financial institutions is the personal service we provide our members. If you are looking for an excellent opportunity that offers competitive pay, incentives and incredible benefits then Compass Financial is the place for you. The Credit Union is seeking an experienced Full Time Member Service Representative to join our team.
Job Description:
- Perform a broad variety of member services functions, such as opening consumer and business checking and savings accounts, IRA’s, CD’s and credit cards.
- Must be able to identify appropriate line of business and offer auto loans, merchant services, mortgages and SBA loan.
- Must be able to explain Credit Union services and products to members and assists in meeting their financial needs.
- Process customers’ cash, check paying and deposit transactions while adhering to branch operations and security policies and procedures.
- Meet and exceed daily sales goals by actively cross selling Credit Union products and services.
- Ability to comprehend and adhere to banking regulations, BSA, OFAC as well as company policies and procedures and completion of Currency Transaction Reports.
- Process overdraft report and ACH file on a daily basis
- Performs all other duties as assigned
The list above is intended to describe the general nature and level of the work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, or duties.
Requirements:
- English/Spanish required
- Must have at least one (1) year credit union/banking experience
- 1 year sales experience
- Full Time Position
- Ability to work in a high volume fast paced work environment
- Sales and goal oriented
- Excellent communication skills
- Strong people skills.
- Drug test and background check will be required
Benefits:
- Highly competitive pay plus a monthly incentive plan for achieving goals
- Health, Dental and Vision Insurance Plans – Majority of cost paid by credit union
- Long Term Disability
- Paid Vacation
- Paid PTO (Paid Time Off) Plan
- 11 Paid Federal Holidays
- 401(k) Plan after one year of service up to 6% Dollar for Dollar Match
- Employee discounts on loan products and services
Job Type: Full-time
Pay: $19.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k) matching
- Credit union membership
- Dental insurance
- Disability insurance
- Employee discount
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- Day shift
- Monday to Friday
- No weekends
Experience:
- Banking: 1 year (Required)
- Credit Union: 1 year (Required)
- Customer service: 1 year (Required)
Language:
- English/Spanish (Required)
Work Location: In person
Salary : $19 - $20