About this role
POSITION SUMMARY
The Traveling Member Service Specialist (Traveling MSS) mirrors the same requirements as a traditional in-branch MSS. The Traveling MSS will be based at the Main branch and travel to the location that is in need. This position could travel to a different location daily and could report to the same location for a period of time.
PRIMARY RESPONSIBILITIES
• Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
• Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts. Make member directed modifications to accounts.
• Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
• Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Process member paying and receiving transactions.
• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• Complete other projects and/or responsibilities as added at manager's discretion.
• Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
EDUCATION AND EXPERIENCE
• High school diploma or GED.
• Two + years retail sales and/or customer service experience.
• Two + years previous teller and Member Service Specialist and/or personal banker experience.
• Bilingual skills are a plus, but not required.
SKILLS AND COMPETENCIES
• Ability to remain in role for 12 months, Required
• Flexibility to travel to any branch throughout the day, Required
• Ability to support all WeStreet Credit Union branches
• Travel will be 100% of the time, mileage reimbursement available
• While holding the Traveling MSS role, you are eligible for a $1 per hour differential
• Proof of valid driver's license and car insurance will be required
• Able to cross-sell members and potential members on credit union products and services
• Excellent communication, customer service, and interpersonal skills
• Professional demeanor
• Strong attention to detail
• Effective follow-up to common inquiries and issues
• Ability to work with mathematical concepts in practical situations
• Intermediate level of data base systems along with WORD products
Certificates, Licenses and Registrations
• None required for this job.