UNIVERSAL MEMBER SERVICE REPRESENTATIVE (PC 1301)

Universal Member Service Representative (PC 1301)

Job Category : Members Services / Sales Requisition Number : UNIVE002438 Showing 1 location Job Details

Description

Unmatched company culture If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word, but it means everything here.

We think as one. One faM1ly. One Community. One place where everyone belongs. Everything we do is in the best interest of all of us.

• Competitive compensation with career growth opportunities as well as annual increase & bonus potential.
• Nationally recognized 401K, up to 10% employer contribution that helps our associates prepare for their futures
• Excellent benefits including Health Insurance as low as $5 per pay, Tuition Reimbursement, 11 paid holidays & a competitive PTO planjust to name a few!
• Our commitment to providing a healthy work / life balance to support all the other parts of life that are important to you!
• With faM1ly always in our forefront, we offer Paid Parental Leave to help support your time off to bond with your new child.
• Strong commitment to our Members & Communities we serve with a plethora of volunteer opportunities available.
• Strong commitment to our associates with our dedication to providing professional development, leadership training & coaching opportunities!
• Associate Resource Groups namely, Women in Leadership and Diversity, Inclusion & Belonging

The purpose of the Universal Member Service Representative is to support all aspects of branch operations, assist with growth of deposits, loans and service ratio.

This position is responsible for meeting and exceeding member expectations by identifying members product and service needs, supporting a member-focused culture that influences the use of technology and collaborates with Members 1st departmental partners to provide a seamless experience for members.

A significant degree of creativity, data analysis and problem-solving skills are required to effectively provide solutions to member issues.

With no budgetary responsibilities, the Universal MSR provides superior service, supports branch growth and service, demonstrates compliance and credit union standard and performs lobby engagement.

This position has limited supervision of work and communicates, interacts and collaborates effectively to provide exceptional member service.

In addition, this role ensures compliance through the adherence of all credit union policies and procedures, demonstrates and fosters a consultative sales culture with members and staff, influences and connects branch associates, partners and members to technology.

This position may provide coverage, as needed for other departments and / or functions that are within the scope of this position.

EDUCATION :

General and business knowledge equivalent to a high school diploma

EXPERIENCE :

• 3 years of related experience in retail, financial services or equivalent work experience
• 2 years of experience identifying and promoting products and services to meet customer needs

CERTIFICATION(S) :

• 100% completion of MSR I Certification within 1 year of hire (if external)
• 100% completion of MSR II Certification within 2 years of promotion (if internal)

SKILLS :

Decision making requires the ability to choose from options outlined in established procedures

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact

Excellent communication and interpersonal skills

Solid consulting ability

Cash handling skills

Ability to demonstrate empathy

Advanced organizational and time management skills

Strong financial, problem-solving and analytical skills

Ability to lead, take charge and offer opinions and direction

Familiarity with PCs and applicable software

PREFERENCES :

Spanish bilingual abilities preferred based on location

CORE COMPETENCIES : Effective knowledge

Effective knowledge

Accountability and self-management

Teamwork and leadership

Communication

Innovation and problem-solving

WORKING CONDITIONS / PHYSICAL DEMANDS :

Ability to communicate effectively in English, both orally and in writing

Ability to receive information and hear sounds at normal speaking levels under normal conditions in the branch

Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading

Sufficient manual skill for operation of PC keyboard and other standard office equipment.

Ability to stand or sit for extended time periods

Ability to work extended evening and weekend hours and to travel to other locations to provide extended hours coverage

Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

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Qualifications

Skills

Behaviors

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Education

Experience

Licenses & Certifications

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)