Member Service Representative II jobs in United States
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ABNB Federal Credit Union · 1 month ago

Member Service Representative II

ABNB Federal Credit Union is dedicated to being the best place you will ever work, and they are seeking a Member Service Representative II to assist members with their Credit Union needs. The role involves processing financial transactions, explaining services, and supporting business development strategies while maintaining a professional attitude and ensuring operational efficiency.

AccountingCreditFinanceFinancial ServicesPrepaid Cards

Responsibilities

Proficient in Business services to include all business account products and some knowledge of business lending and in the handling of all areas of Financial Services to include Retirement Accounts, Insurance products, Trust Accounts etc
Originates and closes Home Equity Loans
Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, Visa gift cards, reloadable travel cards, and issues debit cards
Opens and closes all types of accounts and perform file maintenance as needed; ensure collection of all required signatures and documents
Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors
Creates and manages a book of business based on member interactions seeking strongly endorsed referrals
Manage leads generated by Business Services and Marketing Departments for different Segment Groups
Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs
Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems and identify solutions
Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch
Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes
Performs other duties as assigned

Qualification

Business services knowledgeFinancial services handlingMicrosoft Office proficiencyTime management skillsInterpersonal skills

Required

High School Diploma or equivalent
One to three years of similar or related experience
Must be able to operate a PC and related software programs with average speed and accuracy
Possess time management and organizational skills
Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds
Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone

Preferred

Experience with Microsoft Office, Outlook, SharePoint is desired

Benefits

Affordable medical, dental, and vision plans
Paid time off that begins accruing on your first day
11 paid federal holidays each year
401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
Company-paid short-term, long-term disability, and employee life and AD&D coverage
A tuition reimbursement benefit
Competitive pay along with opportunities for annual raises and promotions
Paid community involvement opportunities

Company

ABNB Federal Credit Union

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ABNB Federal Credit Union deals with cash management, prepaid cards, balance transfer, mortgages, auto lending and business services.

Funding

Current Stage
Growth Stage

Leadership Team

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Charles Mallon, Jr
President and CEO
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Mick Vollmer, MBA, MSIT
Senior Vice President and Chief Information Officer
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Company data provided by crunchbase