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KEMBA Financial Credit Union · 3 weeks ago

Member Service Representative II (Personal Banker - Sales)

Bellefontaine, OH

Full-time

Onsite

Entry Level

1+ years exp

KEMBA Financial Credit Union is seeking a Member Services Representative II to enhance the financial lives of its members through effective sales and service-related activities. This role involves addressing member inquiries, resolving issues, and maintaining professional relationships while meeting sales and productivity goals.

BankingFinanceFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

Assumes responsibility for the effective and professional performance of Member sales and service-related functions:

Recommends products and services that assists in meeting Member's financial needs

Resolves Member issues through listening, problem solving, and offering solutions

Meets or exceeds all sales, service and productivity goals established for this position

Answers and responds to Member inquiries and questions

Performs file maintenance and account changes as necessary

Establishes and maintains professional relationships with Members:

Resolves Member requests and questions promptly, courteously, and professionally

Keeps Members informed of Credit Union services and policies

Maintains and projects the Credit Union’s professional reputation

Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:

Works as a team member with other KEMBA Associates

Keeps supervisor informed of area activities and significant problems

Completes required reports and records accurately and promptly

Attends meetings as required

Maintains an up-to-date status of all sales support and processing activity with routine reporting to management

Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA

Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures

Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures

On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs

Must be able to relate to other people beyond giving and receiving instructions:

Can get along with coworkers or peers without exhibiting behavioral extremes

Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others

Respond appropriately to criticism from a supervisor

Qualification

Sales experienceCustomer service experienceFinancial institution experienceEffective communicationBasic PC skillsProfessional demeanorOrganizational skillsProblem-solving skills