Member Service Representative III - Voorhees jobs in United States
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First Harvest Credit Union ยท 1 day ago

Member Service Representative III - Voorhees

First Harvest Credit Union is seeking a Member Service Representative III who will perform a full range of member service, sales, and operational functions with minimal supervision. This role involves assisting members with their financial needs, promoting credit union products and services, and ensuring member satisfaction while overseeing workflow and coaching staff.

BankingCreditFinancial Services

Responsibilities

Adheres the FHCU Service Standards as established
Performs all Branch MSR duties and responsibilities with minimal supervision
Acts as first point of contact for branch personnel regarding member issues or complaints, assisting with resolution within authority level assigned and escalating issues to a supervisor when necessary
Coaches and assists with both training new team members joining the branch and the existing staff to ensure completion of operational, sales and service duties
Contributes to branch sales goals by engaging members in dialogue to determine their financial needs and recommending products or services that meet those needs using various sales techniques
Acts as key holder on rotating basis, performing branch opening and closing responsibilities
Makes recommendations to supervisor for improvements within the branch that would result in improving the delivery of service to the membership
Works as a team member of the office in assisting in the daily functions of operation
Represents the credit union at Select Employer Group (SEG) events as requested
Directs workflow of staff in absence of the Regional Manager and Assistant Branch Manager
Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department
Performs other duties as assigned

Qualification

Credit union services knowledgeBanking regulations knowledgeSales techniquesMicrosoft Office SuiteCredit union software proficiencyCoachingTrainingCustomer service skillsCommunication skillsProblem solvingLeadership skills

Required

High School Diploma or GED
Minimum of two (2) years as an MSR II or similar role within a financial institution
Prior sales experience
Thorough knowledge of credit union services, policies and procedures
Comprehensive knowledge of banking regulations
Proficient with Microsoft Office Suite, Outlook and using the Internet
Highly proficient with credit union software programs
Excellent communication and interpersonal skills
Excellent customer service skills
Ability to remain professional and act as a role model for others
Ability to work with minimal supervision and exercise judgement
Intermediate to advanced knowledge of Sales techniques
Minimum of 2 years' experience in financial services with a strong background in lending, sales, and member service
Previous leadership or supervisory experience required, preferably in a credit union or banking environment
Strong knowledge of consumer lending, regulatory requirements and loan processing
Proven ability to drive sales while maintaining exceptional member service standards and operational efficiencies
Excellent leadership and team building skills, with experience in coaching
Strong problem solving and decision-making abilities to address member concerns and operational challenges effectively
Knowledge of credit union products, services and compliance regulations
Ability to coach and train others
Available to travel to other branches when required
Physical demands require a person to be able to stand for a period of up to eight (8) hours per day and lift items estimated in weight of 5-10lbs or more and perform repetitive hand movements on a keyboard

Preferred

Associates or Bachelor's degree
Experience coaching and training others, preferred
DNA core system experience is a plus but not required

Benefits

Health, Dental, and Vision Insurance
Company Paid Short Term (STD) & Long Term Disability (LTD)
Company Paid Employee Basic Term Life Insurance
Voluntary Term Life Insurance for Spouse & Child(ren)
Critical Illness, Accident, and Hospital Indemnity Insurance
Health Care Flexible Spending Account (FSA)/ Health Savings Account (HAS): Pre-taxed funds available to pay for some health-related expenses
Tuition Reimbursement
Employee Discount on Loans, Travel, Tickets, and More!
401k Match of up to 5% + A Free Annual Retirement Planning Session
11 Paid Company Holidays
Up to 8 paid hours for community volunteerism
Full time employees accrue 40 hours of sick, 10 days of PTO, & 1 personal holiday annually. PTO increases to 15 days after the 1st completed year!

Company

First Harvest Credit Union

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First Harvest Credit Union is a full-service financial institution serving members and employee groups.

Funding

Current Stage
Growth Stage

Leadership Team

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Mike Dinneen
President & CEO
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Company data provided by crunchbase