Member Support Representative Ii - York, United States - Securityplus Federal Credit Union

Securityplus Federal Credit Union

Verified Company

York, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

:

Requirements:

Requirements:

Respond promptly, professionally, and courteously to inbound and outbound calls, providing exceptional member support.
Assists in verifying accounts and handles member correspondence with accuracy and attention to detail.
Proactively addresses member needs, exceeding their expectations by delivering comprehensive information on our products and services.
Demonstrates a proactive approach in anticipating and resolving member concerns to ensure their satisfaction.
Expertly handles complex member questions and problems related to a wide range of products and services.
Completes various financial transactions, such as transfers, loan payments, and check requests, accurately and efficiently.
Performs account maintenance and updates related reports, records, and files promptly and with precision.
Maintains and continuously updates comprehensive knowledge of all Credit Union products and services.
Professionally crosssells Credit Union services, providing valuable advice to members on solutions that align with their needs.
Establishes and fosters effective coordination and working relationships with coworkers and management.
Demonstrates strict compliance with all Credit Union policies and procedures, including those governed by Bank Secrecy Act regulations.
Completes necessary documents, reports, and records accurately and in a timely manner.
Keeps supervisor informed of key activities and significant issues within the area of responsibility.

Qualifications

High School Diploma or General Education Degree (GED) is required.
An Associate's or Bachelor's degree in a related field is preferred.
Two (2) years of customer service experience, preferably in a financial institution or call center environment.
One (1) year of sales or lending experience required
Proficiency in Microsoft 365 (Excel, Word, PowerPoint, Outlook).
Must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) and maintain registration as a registered Mortgage Loan Originator (MLO).
Availability to work Saturdays is required.