Member service rep

BCU
Golden Valley, MN Full Time
POSTED ON 5/17/2024

SALARY

This position has a base salary range of $38,400.00 - $57,600.00 USD Annual. This range represents the expected base salary range for this position.

The actual salary may vary based upon several factors including, but not limited to, relevant skills / experience and time in the role.

Summary

Perform all member service-related functions in a timely and accurate basis. To effectively consult with members and prospective members on credit union products and services and understand the importance of providing financial well-being solutions to all our members.

Role And Responsibilities

  • Proficient in processing consumer loans from application to close with proven sales results.
  • Interview members / prospective members to identify, consult and fulfill their present and future financial and lending needs.
  • Process consumer loan applications, consult to close loans with ancillary products and service member loan requests.
  • Conduct all member service transactions.
  • Build and maintain favorable member relations / relationships.
  • Comply with internal and external regulations, policies and procedures.
  • Responsible for the achievement of individual sales and service goals including consumer loan origination sales.
  • Successfully complete all required registrations or certifications as needed.
  • High School Diploma or equivalent.
  • Minimum 2 years’ experience in Financial Institution, cash handling, and / or retail sales is preferred.
  • Excellent verbal and written communication skills.
  • Must be detail oriented and possess excellent organizational skills.
  • Ability to consistently represent one's self, and the credit union, in a positive and professional manner at branch and outside business development events.
  • Ability to multi-task, and to work well under pressure.
  • Ability to work well in a team environment.
  • Operate independently with minimal direction.
  • Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
  • Last updated : 2024-05-17

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