Member Service Representative
Company: COPOCO Community Credit Union
Location: Bay City
Posted on: May 14, 2022
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Job Description:
Job DescriptionGENERAL SUMMARYAssist in building and/or
deepening valued financial relationships with professionalism,
patience and a "people first" attitude, by actively recommending
and cross-selling COPOCO Community Credit Union products and
services that best meet members and potential members financial
needs.PRIMARY FUNCTIONPerform all duties associated with opening,
managing and/or closing, primary share types, special titled, and
business accounts through member or potential member inquires; in
person, by telephone, US Mail, email, and/or by text.MEMBER SERVICE
SKILLS AND QUALIFICATIONSStrong skills in math, finance,
keyboarding, and 10-key calculator. Proficient in Micro Soft Excel
and Word software. The ability to learn software and effectively
use approved internet websites.• Accountability: The ability to
accept responsibility and account for his/her actions.• Accuracy:
The ability to provide correct and precise results within credit
union policy and procedure.• Adaptability: The ability to be
willing to be coachable and teachable. The ability to adjust to a
new or different environment.• Communication (Oral and Written):
The ability to successfully participate in exchange of information,
and or sharing ideas with others efficiently and effectively.•
Detail Oriented: The ability to pay meticulous attention to all
aspects of a situation or task, paying close attention to catch
mistakes, errors or changes needed. • Ethical: The ability to be
guided and make decisions by the mission statement and core values
of COPOCO Community Credit Union.• Honesty/Integrity: The ability
to act in a fair and just manner, free from deception.•
Independent: The ability to work in an environment with little
supervision.• Initiative: The ability to proactively begin,
continue tasks and or to provide insight/proposal to improve task
work flow efficiency.• Judgment: The ability to form sound
opinions, make decisions, provide sensible conclusions by
evaluating available information.• Member Oriented: The ability to
provide positive member experience and resolution promptly in a
polite, empathic, and professional voice and manner. • Organized:
The ability to arrange in a systematic way. Excellent time
management and prioritization skills.• Professional: Behaving in
such a way that others view you as competent, reliable and
respectful.ESSENTIAL FUNCTIONS• Answers all internal and external
inquiries in a professional, timely and courteous manner; following
established standards and guidelines with efficiency for an
excellent member experience.REV 12 2021• Provides accurate
information regarding savings and loan rates, fees, account
balances and or account activity. • Provides efficient and
professional service to all members in relation to all branch and
E-Service functions.• Maintains up-to-date knowledge of all credit
union products and services along with the benefits and features of
each.• Utilizes member account information to ask pertinent
questions to assess member's financial needs to actively cross-sell
relevant products and services.• Complies with and maintains an
up-to-date and comprehensive knowledge on all policies, procedures,
rules and regulations including (but not limited to) the
Truth-In-Savings Act.• Complies with and maintains an up-to-date
and comprehensive knowledge of security requirements for all
department equipment, and credit union property related to the
member service department.• Reports malfunctions of credit union
equipment in a ticket to the systems department.• Complies with and
maintain an up-to-date and comprehensive knowledge on all related
policies and procedures, rules and regulations (but not limited to)
all dual-control functions; maintaining member traffic flow, and
robbery procedures.• Maintains a safe work environment and reports
any unsafe conditions immediately.• Understands and promotes the
credit union's financial goals and strategic direction.• Actively
seek out and attend educational courses, seminars, programs and
workshops to increase job knowledge. • Contributes to team effort
by performing other tasks that may be assigned by Supervisor or
Management.• Actively fills internal dual control roles for
department and credit union as assigned.• Appropriately refers
escalated member service issues to the VP of Member Services,
another supervisor or management member when necessary.• Volunteers
for Community Events the credit union supports. For example, Bay
County Relay for Life.• Records all volunteer hours (events where
you represent COPOCO Community Credit Union), within payroll system
under Community Involvement or Business Development.PHYSICAL
DEMANDS:• Visual: Required to have ability to see and perform an
activity such as preparing, analyzing data and figures; extensive
reading on a computer monitor.• Hearing: Required to have ability
to perceive the nature of sounds at normal speaking levels with or
without corrections. Ability to receive detailed information
through oral communication, either in person or over the phone.•
Light work: Exerting up to 25 pounds of force frequently, and /or a
negligible amount of force constantly to move objects. If the use
arm and/or leg controls requires exertion of forces greater than
that for sedentary work and the worker sits most of the time, the
job is rated for light work. • Body motions: Stand, walk, sit,
lift, stoop, squat, twist, turn, kneel, crouch, bend, reach above
shoulder,reach below knee push and pull. • Fingers and Hands:
Grasping, picking, pinching, typing or otherwise working primarily
with fingers. Applying pressure to an object with the fingers and
palm. Making substantial repetitive movements (motions) of the
wrists, hands, and or fingers.
Job Posted by ApplicantPro
Keywords: COPOCO Community Credit Union, Flint , Member Service Representative, Sales , Bay City, Michigan
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