About this role
• We believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you'll support. Having relationship-based discussions to uncover a member's financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!
As our Member Service Representative, you will:
• Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First.
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• Provide solutions within the governing policies and procedures of the credit union
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• Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary
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• Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries
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• Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First
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• Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file
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• Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty
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• Address member questions about mortgage loans, commercial loans, credit cards, and other products or services
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• Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships
We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
An ideal candidate will have a combination of:
• Associate's degree in banking, finance, business, or a related field
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• Two years of relevant experience; prior lending, and financial services experience is preferred
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• Exceptional verbal and written communication skills, strong time management, and organizational skills
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• Familiarity with Microsoft Office suite and web-based software packages
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• Passion for providing outstanding service to our members - internal and external
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• The ability to work hard, find solutions and have fun
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