Full-time Member Service Platform Representative - Middletown, United States - Mid Hudson Valley Federal Credit Union

Mid Hudson Valley Federal Credit Union

Verified Company

Middletown, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Full time

Description

Responsibilities include, but are not limited to:

Assisting members and business account owners with opening and closing accounts following the Connect process to include on-boarding, answers questions about products and services, resolving problems that are within their authority and ensuring members' needs are met in a timely manner. Actively selling and promoting the Credit Union's full line of financial products and services in a helpful, friendly manner in order to improve members' financial needs and achieve or exceed established individual and branch goals (scorecard) and utilizing CRM to track all sales activities.
Interviewing credit applicants and obtaining appropriate credit information to originate all consumer loan products. Identifying all possible loan cross sale opportunities and asking for additional loan business to meet member needs. Adhering to loan follow up standards for all consumer loans as well as utilizing all provided tools to acquire loan leads. Booking approved loans and completing the funding process with members.
Functioning as MSR Teller, which includes assisting members with and demonstrating transaction processing through remote channels. Assisting with first line maintenance of equipment (PT, ITM, ATM, TCD, TCR) as well as the reconciliation and settlement of equipment and maintaining the privacy of member account information.
Possessing a comprehensive understanding of all credit union products and services, which includes serving as a Notary Public as needed. Referring problems, that are beyond your authority to the Lead MSR and/or Branch Manager and offer solution recommendations as appropriate.
Maintaining appropriate records and prepare required reports accurately and timely. Comprehending, complying and administering all credit union policies and procedures, including those related to branch security, as outlined in the Employee Handbook, which includes adhering to regulatory compliance guidelines.

Performance Measurements include:

Displaying a thorough knowledge of the job and rarely needing to ask questions. Staying abreast of current trends affecting the financial services industry and having an overall knowledge of the credit union, its policies and procedures. Continually expanding knowledge and developing skills and assisting others in the office with daily operations, procedures, opening/closing in the absence of the branch manager. This also includes scoring 85% or higher on product knowledge assessments.
Maintaining member service as a top priority, treating members and other employees professionally with courtesy and respect and upholding MHV Service Standards. Supporting organizational plans, initiatives and direction and maintaining an acceptable attendance/punctuality record including demonstrating adaptability and flexibility, as it pertains to work schedules in order to support the current business needs and is a team player. Maintaining confidentiality, promoting integrity, and supporting the corporate mission as well as maintaining a professional work environment and businesslike appearance.
Providing informed, prompt, accurate service and supporting to all members and associates by answering the telephone within two rings and responding to messages or correspondence within 24 hours. Carrying out assigned duties and responsibilities with mínimal errors according to established department standards.
Meeting or exceeding established individual sales goals and assisting in meeting the overall branch and organizational goals. Demonstrating sound judgment when making decisions and maintaining established cash limits, as well as PTs, ATMs, TCDs and Recyclers as assigned. Maintaining accurate reporting with regard to consignment items and CTRs and compiling with all credit union policies and procedures, as well as federal regulations.

Knowledge and Skills:

One year to three years of similar or related experience.
A high school education or GED.
Personal contact with others inside and/or outside the organization for the purpose of firstlevel conflict resolution, building relationships, and soliciting cooperation. Discussions involving a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office).
Must be able to routinely perform work on computer for an average of 68 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Must be able to routin