What are the responsibilities and job description for the MEMBER SERVICE REPRESENTATIVE II position at FORT FINANCIAL CREDIT UNION?
Job Details
Job Overview
Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community. Our mission as a credit union is to build financial relationships with our members and be their trusted financial advisors.
As a Member Service Representative, you will be one of the key elements to identify and service the financial needs of our members. This role will be an introduction into branch leadership and will give you high exposure into the lending world. The ideal candidate will possess strong interpersonal skills, attention to detail, a commitment to accuracy and great service, a desire for growth, and a strong ability to contribute and work in a positive team environment.
Job Type: Full-Time
Location: Churubusco, IN
Schedule: Banking hours Monday-Friday, some Saturdays
Responsibilities:
- Provide excellent customer service by assisting members in a friendly and professional manner.
- Process various financial transactions accurately and efficiently, including deposits, withdrawals, and transfers.
- Assist members with account, loan, and product inquiries.
- Educate members on our products and services, including account types, loans, and other offerings.
- Identify opportunities to cross-sell credit union products and services to meet member needs.
- Provide assistance with the documentation, processing, and completion of all loans.
- Make lending recommendations to the lending solutions department.
- Collaborate with team members to achieve branch goals and objectives.
- Maintain a MNLS license and meet continuing education requirements.
- Stay updated on industry trends and any changes in products or services offered to members.
- Adhere to credit union policies and procedures to ensure compliance with regulatory requirements.
Skills & Qualifications
Required Skills:
- General experience and knowledge with computers and technological applications.
- Ability to communicate effectively, multitask, and solve problems with sound reasoning.
- Perform basic math functions such as add, subtract, multiply, divide, etc.
- A strong understanding of lending processes and regulations.
Qualifications:
- Job Level: Mid-Level
- Required Experience: 1-3 years of similar or related experience.
- Preferred Experience: Banking and/or Lending
- Required Education: High School Diploma/GED or Equivalent
Benefits:
- Education/Scholarship Assistance
- Training/Career Development Programs
- PTO & 13 Paid Holidays
- Pension & 401k Retirement Plans
- Health/Dental/Vision Insurance Plans
- Flex Spending Account & Health Reimbursement Arrangement
- Employer Paid Life & Voluntary Life Insurance
- Employer Paid Short-Term & Long-Term Disability
- Accident, Critical Illness, & Hospital Confinement Plans
