Member Service Representative - Summerville, United States - Bayer Heritage Federal Credit Union

Description

Job Type

Full-time

Description

Ready to look forward to going to work every day? Want to be a part of a service driven culture where employees are appreciated? Check out our opportunity with Bayer Heritage Federal Credit Union

Essential Functions & Responsibilities

• Assists members with financial transactions, including deposits, withdrawals, payments, and transfers.
• Promote, establish and support member usage of electronic services (ITMs, home-banking, mobile app, Opening Act, etc.)
• Assists in balancing under dual-control all cash vaults and devices.
• Assists members with opening and closing accounts, answers questions about products and services and resolves problems.
• Interview members assisting with the selection of appropriate loan products. Process applications and ensure proper documents are received and completed.
• Maintain in-depth knowledge of products and services.
• Maintain knowledge and properly follow policies and procedures for the office.
• Cross-sell debt protection products. Maintain goal of 60% of total dollars processed.
• Look for opportunities and cross-sell services to members.
• Performs other related duties as assigned.

Performance Measurements

• Provide friendly, prompt, professional and accurate service and support to all members and coworkers in a timely manner.
• To open all types of accounts, products and services accurately. Ensure all related forms are complete and legible with minimal errors.
• To prepare member account documents and scan within 7 days of original opening/modification date.
• To produce, close, and complete member loan documents, reports, etc. in a timely fashion, with minimal errors.
• Complete LMS modules in a timely manner with a passing grade of 90%.
• To actively attend and participate in assigned committee meetings and events.
• To represent the credit union in community events.

Requirements

• Three to five years of similar or related experience.
• Counts swiftly and accurately.
• Operates a ten key calculator and computer keyboard by touch.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• A high school education or GED.

EEO Statement

Bayer HFCU is an equal opportunity employer. We are committed to our policy of providing equal employment opportunity in a manner consistent with applicable laws and regulations, including federal laws prohibiting employment discrimination on the basis of race, color, creed, national origin, sex, age, disability, sexual orientation or genetic information.