- Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.
- Be the primary contact for opening of accounts, within established regulations, policies and procedures.
- Provide Member services such as transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public
- Answer all incoming phone calls proactively, promptly and professionally.
- Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.
- Correct Member contact information as needed.
- Maintain ongoing communication with Supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.
- Strong analytical and organizational skills
- Ability to learn basic Teller and Loan Officer functions
- Knowledge of NCUA insurance and IRA guidelines/procedures.
- Ability and willingness to maintain notary licensure.
- Ability to prioritize work and juggle multiple simultaneous projects.
- Ability to work with a variety of office equipment and software systems.
- Completes mandatory annual BSA training
- Ability's to pass a background and credit check
- Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.
- Be the primary contact for opening of accounts, within established regulations, policies and procedures.
- Provide Member services such as transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public
- Answer all incoming phone calls proactively, promptly and professionally.
- Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.
- Correct Member contact information as needed.
- Maintain ongoing communication with Supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.
- Strong analytical and organizational skills
- Ability to learn basic Teller and Loan Officer functions
- Knowledge of NCUA insurance and IRA guidelines/procedures.
- Ability and willingness to maintain notary licensure.
- Ability to prioritize work and juggle multiple simultaneous projects.
- Ability to work with a variety of office equipment and software systems.
- Completes mandatory annual BSA training
- Ability's to pass a background and credit check
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member services representative- central kalispell - Kalispell, United States - Spherion
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Direct Members to appropriate personnel and / or Departments, as needed.Open new accounts, processes loan requests from for personal lines and loans.
This individual will also provide services such as notary, payment processing, research, etc.
Responsibilities:
Skills:
Education:
High School
Experience:
1-4 years
Qualifications:
High school diploma.
-1-3 years professional member service experience.
-1-3 years professional banking or credit union experience.
Spherion has helped thousands of people just like you find work happiness Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company.
Equal Opportunity Employer:
Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants.
If you require a reasonable accommodation to make your application or interview experience a great one, please contactPay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc.
In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
key responsibilities1-4 years
skills
High school diploma.-1-3 years professional member service experience.-1-3 years professional banking or credit union experience.
High School