Member Service Representative III (Personal Banker - Sales)
KEMBA Financial Credit Union, Columbus, OH, United States
Member Service Representative III (Personal Banker - Sales)
Title: Member Services Representative III
Reports to: Branch Manager
Status: Non-Exempt
Objective
The Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.
Duties and Responsibilities
Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
Recommends products and services that assists in meeting Member's financial needs
Resolves Member issues through listening, problem solving, and offering solutions
Meets or exceeds all sales, service and productivity goals established for this position
Answers and responds to Member inquiries and questions
Performs file maintenance and account changes as necessary
Assumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler
Assists members both inside and outside with ITM machines
Maintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities
Professionally services basic member activity, including, but not limited to:
Processes change of address and add additional names to accounts
Places check orders and orders replacement ATM/debit cards
Sets up direct deposit and processes wire transfers and stop payments
Processes printouts statements and check copies as requested
Opens direct deposits
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union’s professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Regularly attends community events and serves as an advocate for KEMBA and the branch
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Responds appropriately to feedback from a supervisor
Performs other duties as assigned
Required Qualifications
High school diploma or equivalent education or experience
Three or more years of experience in a high-performance sales environment with individual goals
Two or more years of strong sales and customer experience results
Prior experience in a financial/banking institution preferred
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Basic PC skills (Windows)
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
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Reports to: Branch Manager
Status: Non-Exempt
Objective
The Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.
Duties and Responsibilities
Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
Recommends products and services that assists in meeting Member's financial needs
Resolves Member issues through listening, problem solving, and offering solutions
Meets or exceeds all sales, service and productivity goals established for this position
Answers and responds to Member inquiries and questions
Performs file maintenance and account changes as necessary
Assumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler
Assists members both inside and outside with ITM machines
Maintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities
Professionally services basic member activity, including, but not limited to:
Processes change of address and add additional names to accounts
Places check orders and orders replacement ATM/debit cards
Sets up direct deposit and processes wire transfers and stop payments
Processes printouts statements and check copies as requested
Opens direct deposits
Establishes and maintains professional relationships with Members:
Resolves Member requests and questions promptly, courteously, and professionally
Keeps Members informed of Credit Union services and policies
Maintains and projects the Credit Union’s professional reputation
Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
Works as a team member with other KEMBA Associates
Keeps supervisor informed of area activities and significant problems
Completes required reports and records accurately and promptly
Attends meetings as required
Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
Regularly attends community events and serves as an advocate for KEMBA and the branch
Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Responds appropriately to feedback from a supervisor
Performs other duties as assigned
Required Qualifications
High school diploma or equivalent education or experience
Three or more years of experience in a high-performance sales environment with individual goals
Two or more years of strong sales and customer experience results
Prior experience in a financial/banking institution preferred
Strong organizational skills and attention to detail
Must value a high degree of accuracy
Basic PC skills (Windows)
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
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