Membership Services Representative - Houston, United States - Southern Federal Credit Union
3 weeks ago
Description
About us
Company Description
Southern Federal Credit Union was founded in 1954 to serve the employees of Southern Production Company and the offshore company which became Transocean, Inc.
POSITION TITLE:
Membership Services Representative
DEPARTMENT:
Operations
CLASSIFICATION:
Hourly, Non-Exempt
REPORTS TO:
Operations and Compliance Manager
:
Assists in building valued financial relationships with our members by actively recommending and cross-selling Southern Federal Credit Union products and services that best meet our members' financial needs while providing outstanding professional service and answering all member inquiries.
ESSENTIAL FUNCTIONS
Answers all incoming calls in a professional, timely and courteous manner; following established standards and guidelines for excellent member relations and efficiency.
Proactively supports the "sales and service" culture.
Utilizes account information to ask pertinent questions to assess member's financial needs to offer the best products and services to cross-sell.
Actively cross-sells and opens credit union products, establishes all services to members and potential members to meet their financial needs.
Understands all security and responsibilities of the departments within the credit union and maintains a working knowledge of compliance/regulations in area of responsibility.
Understands and follows all credit union policies and procedures.
Appropriately refers escalated service issues to the supervisor.
Processes all service requests for members such as stop payments, check orders, address changes, card ordering, and account maintenance.
Provides accurate information regarding our loan and savings rates, fees, account balances, and activity.
Processes all transaction requests for members, such as payments, transfers, deposits, cash advances, outgoing wires, and withdrawals with accuracy and in accordance to our policy and procedure guidelines.
Performs teller duties as assigned.
Adheres to approved cash handling skills and ensures cash teller drawer is accurately balanced each day.
Provides efficient and professional service to all members in relation to all branch functions including teller processing and member services.
Ensures the timely opening and close of the branch daily, including maintaining a professional work area at the branch.
Accurately opens and closes memberships as needed.
Assists in completion of CTR's and SAR's as needed.
Accurately completes and submits time sheets.
ADDITIONAL FUNCTIONS
Attend meetings, training courses, conferences, and seminars.
Perform clerical support duties as necessary.
Assist in other departments as necessary.
JOB SPECIFICATIONS
Requires completion of high school education.
Prior work experience in customer service or a related position.
Excellent member service and effective verbal and written communication skills.
Strong cross-selling skills.
Strong knowledge and understanding of financial products and services.
Basic keyboarding and data entry skills including knowledge of Outlook, Word, and Excel.
Intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.).
A positive, professional image and a high degree of confidentiality within the workplace.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; talk or hear.
The employee must occasionally lift and/or move up to 25 pounds.Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
DISCLAIMER:
The above information on this job description has been designated to indicate the general nature and level of work performed by employees within this classification.
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