(INSTORE) Member Service Representative/Relationship Officer - W Eugene jobs in United States
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OnPoint Community Credit Union · 1 week ago

(INSTORE) Member Service Representative/Relationship Officer - W Eugene

OnPoint Community Credit Union is dedicated to supporting career growth and providing exceptional member service. The Member Service Representative/Relationship Officer will open new accounts, assist members with their financial needs, and ensure a welcoming environment at the branch.

BankingConsultingFinancial ServicesInsurance
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Comp. & Benefits

Responsibilities

Proactively supports the branch team with exceptional member service to include eye contact, active lobby management, checking in with waiting members, interest and willing to help, greeting members warmly and thanking them by name, energy in body language and tone, using friendly comments and insuring members current and future needs are fulfilled
Opens new consumer and business accounts, Fiduciary, IRA’s, CD’s, checking and loans.  Focus on retention of current loan and deposit business and developing new consumer and business relationships
Listening, identifying, processing and recommending solutions.  Takes initiative to utilize all available resources to ensure members are assisted completely
Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions
Conduct outbound calling to members in order to further develop and/or retain lending and deposit relationships
Acts as liaison between members and off-site employee’s and departments to resolve issues, assist with courtesy signings, and completion of required forms and documents
Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate
Maintains cash drawer and balances within guidelines established by Credit Union
Performs any additional duties as required by the Branch Management Team for the overall operations of the branch

Qualification

Financial operating systemsExceptional member serviceNMLS registrationInterpersonal communicationTeamworkBilingual skillsCash handlingMultitaskingSelf-directed

Required

High school diploma or GED required
A minimum of 1-2 years previous financial institution experience
Ability to successfully register with the National Mortgage Licensing System (NMLS)

Preferred

Retail sales or customer service position involving cash experience
Bilingual skills are a plus

Benefits

In-store differential

Company

OnPoint Community Credit Union

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Onpoint Community Credit Union deals with financial services such as saving accounts, loans, credit, retirement planning and insurance.

Funding

Current Stage
Late Stage

Leadership Team

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Damian Laviolette
SVP & CIO
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Bob Harding
Chief Commercial Officer (CCO)
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Company data provided by crunchbase