The Member Service Representative (MSR) II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.
The MSR II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.
Essential Responsibilities:
Lead Generation and Networking
Outbound Member Service and Sales
Transaction Processing
Member Needs and Financial Solutions
Cross-Selling and Promotion
Loan Processing and Mentorship
Product Knowledge and Member Education
Membership Account Management
Quality Control and Compliance
Branch Operations and Notary Responsibilities
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)Certifications, Licenses, Registrations
Required?
Preferred?
Yes
Yes
Yes
Other Training, Technical Skills or Knowledge
Required?
Preferred?
Ability to use a personal computer and related software applications including Microsoft Outlook.
Yes
Experience using Episys
Yes
Experience using Springboard
Yes
Experience using Verafin
Yes
Abilities and Behaviors
Two years’ experience in the financial industry and credit unions is required.
• Two years’ experience in teller cash handling and cash dispense machines is required.
• Experience in sales is preferred.
• Previous supervisory experience preferred
Performance Standards
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