Part-Time Member Service Representative

divh2Member Service Representative/h2pThe Member Service Representative is responsible to provide excellent service to members by exploring member needs and explaining products and services with the ability to serve a member with any request, including new accounts needs, maintenance on accounts, loan applications and/or teller transactions. Through needs based assessment provide and offer additional products and services while creating a premier member experience. Operate within a high volume branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within MCU policies and procedures. The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every members interaction. The Member Service Representative must have an understanding of MCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner. The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance./ppSpecific duties include, but are not limited to, the following:/pulliEnsure excellent member service; every member, every transaction, every time./liliConduct member interviews to uncover the needs of members to better help improve their overall financial situation./liliProcess the opening and overall onboarding of new members./liliPerform account maintenance, changes, servicing, etc. on existing accounts./liliEnsure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as MCU policy and procedures./liliProcess loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking./liliEnsure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience./liliCross-sell additional products and services to best-fit member need(s)./liliEffectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently./liliMeet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings./liliDemonstrate professionalism and empathy during member interactions./liliAssist branch team members in driving referrals for new accounts and loans./liliMay perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals./liliMay be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing./liliMaintain comprehensive knowledge of MCU products and services./liliMaintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs environment./liliBack up teller line as needed./liliAssist in management of lobby member flow to ensure members move through the branch environment in the most efficient and effective manner./liliParticipate in the opening and closing of the branch./liliAdhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance./liliAssist with community engagement outreach programs./liliMaintain the highest level of confidentiality and discretion of members and their financial information./liliPerform other duties as required./liliTravel as required./liliPerform other duties as requested and special projects as assigned./liliMember service skills/liliResearch and problem-solving skills/liliAbility to multi-task; good time management skills/li/ul/div