Credit Union Senior Member Service Representative
Job Description
Job Purpose The SR MSR is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and R/E loan applications, filing disputes, and assisting members with any questions/concerns in regard to their account. Have full knowledge of the Credit Union’s products and services. Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively. Key Accountabilities
Operational/Technical Skills
Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services. Working knowledge of operational systems to effectively perform: Teller Transactions, New memberships/accounts; New services; Loan applications/processing; Basic IRA processing; Equity applications. Basic Mortgage Knowledge. Policies/Procedures/Compliance: Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day-to-day operations. Emerging areas: This also includes educating members on new technologies provided by HFCU.
Sales and Service Effectively and confidently interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or cross sell products and services to meet those needs. Strong working knowledge of Service Plus and TMA training leading to effectively and confidently meeting customer service expectations and metrics. Effective and confident in moving beyond the member’s initial request and offering additional education/opportunities to the member. Member interaction may be inbound or outbound. Team Oriented Able to work within a team to accomplish the overall goals/products/services regardless of one’s own area. Qualifications, Experience, and Skills
High School Diploma or GED Equivalent Minimum 2 to 3 recent years customer service and sales skills in a financial service environment Other Job-Specific Skills:
Professionalism Ability to multi-task Decision making skills Self-motivation
Workstyle This position is expected to provide a positive experience to all members. Must be able to work within a team to accomplish goals and hold self-accountable to own work. Travel and overtime minimal. What differentiates Honda and makes us an employer of choice?
Total Rewards:
Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Paid Overtime Regional Bonus (when applicable) Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible)
Career Growth:
Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development programs
Additional Offerings:
Tuition Assistance & Student Loan Repayment Lifestyle Account Childcare Reimbursement Account Elder Care Support Wellbeing Program Community Service and Engagement Programs Product Programs Free Drinks Onsite Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor. #J-18808-Ljbffr