Member Service Representative
Auto Glass Specialists, Flint, MI, United States
Member Service Representative
Reports to: Branch Manager. Hours per week: 38 – Hourly Position. Pay: $18.00 - $20.00/hr. Plus incentive pay.
Position Summary Provide exceptional member service and direct the delivery of products/services by offering solutions to address members’ financial needs. Sales efforts occur through face‑to‑face and outbound calls, opening, servicing, and problem‑solving all types of accounts, products and services. Must be a team player with a can‑do attitude, display a high level of integrity, and possess excellent interpersonal skills. Must have a record of outstanding member service while meeting sales and operational goals.
Essential Functions & Primary Responsibilities
Actively and independently seek knowledge of all products and services to effectively cross‑sell solutions that meet financial needs.
Focus on obtaining new membership through outbound calling, networking with local businesses, and other referral‑based avenues.
Responsible for the quality of new accounts opened, including attaining goals and meeting total job standards set by the Department Manager.
Act as liaison between members and various departments.
Confere with members by telephone or in person to provide information about products or services.
Troubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.
Must comply with established policies, procedures and membership requirements when working with members’ accounts.
Perform duties and serve members and co‑workers in accordance with our Service Standards and meet specific department/individual standards.
Perform all duties and responsibilities of a loan interviewer: providing information on loan products and services, calculating debit ratios and payments, quoting rates, payoffs, taking applications, and closing loans.
Proactively solicit and ask for members’ business to deepen relationships and increase share growth through a variety of contacts as directed.
Ensure compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls; request legal interpretation as necessary.
Perform other duties as assigned.
Qualifications Candidate must be knowledgeable of Credit Union products and services and demonstrate ability to cross‑sell and build deeper relationships with our membership.
Strong attention to detail and accuracy.
Ability to adhere to internal policies and external policies set forth by the NCUA.
Be adaptable to change and embrace member service standards.
Ability to learn new tasks and processes quickly and efficiently.
Skills And Abilities
Level of trust and diplomacy required, plus normal courtesy and tact.
Work involves extensive personal contact with others and is usually of a personal or sensitive nature; confidentiality and professionalism required.
Working knowledge of Microsoft Outlook, Word and Excel.
Comfortable learning and adapting to new systems, processes and change.
Must be able to operate all basic office equipment.
Presents a positive and professional image to members through effective and courteous verbal and written communications.
Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Ability to apply logical thinking to define problems, collect data, establish facts, draw conclusions, and seek solutions for members.
Education
High School Diploma, GED equivalency or higher.
Mathematical Skills
Ability to calculate figures and amounts such as add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
Certifications, Licenses
Must be bondable.
Internal annual compliance testing required.
Physical Demands & Work Environment
Sedentary work; sitting most of the time. Exerts up to 25+ pounds of force occasionally.
The noise level in the work environment is professional and typically moderate.
This job Description is not a complete statement of all duties and responsibilities comprising this position.
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Position Summary Provide exceptional member service and direct the delivery of products/services by offering solutions to address members’ financial needs. Sales efforts occur through face‑to‑face and outbound calls, opening, servicing, and problem‑solving all types of accounts, products and services. Must be a team player with a can‑do attitude, display a high level of integrity, and possess excellent interpersonal skills. Must have a record of outstanding member service while meeting sales and operational goals.
Essential Functions & Primary Responsibilities
Actively and independently seek knowledge of all products and services to effectively cross‑sell solutions that meet financial needs.
Focus on obtaining new membership through outbound calling, networking with local businesses, and other referral‑based avenues.
Responsible for the quality of new accounts opened, including attaining goals and meeting total job standards set by the Department Manager.
Act as liaison between members and various departments.
Confere with members by telephone or in person to provide information about products or services.
Troubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.
Must comply with established policies, procedures and membership requirements when working with members’ accounts.
Perform duties and serve members and co‑workers in accordance with our Service Standards and meet specific department/individual standards.
Perform all duties and responsibilities of a loan interviewer: providing information on loan products and services, calculating debit ratios and payments, quoting rates, payoffs, taking applications, and closing loans.
Proactively solicit and ask for members’ business to deepen relationships and increase share growth through a variety of contacts as directed.
Ensure compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls; request legal interpretation as necessary.
Perform other duties as assigned.
Qualifications Candidate must be knowledgeable of Credit Union products and services and demonstrate ability to cross‑sell and build deeper relationships with our membership.
Strong attention to detail and accuracy.
Ability to adhere to internal policies and external policies set forth by the NCUA.
Be adaptable to change and embrace member service standards.
Ability to learn new tasks and processes quickly and efficiently.
Skills And Abilities
Level of trust and diplomacy required, plus normal courtesy and tact.
Work involves extensive personal contact with others and is usually of a personal or sensitive nature; confidentiality and professionalism required.
Working knowledge of Microsoft Outlook, Word and Excel.
Comfortable learning and adapting to new systems, processes and change.
Must be able to operate all basic office equipment.
Presents a positive and professional image to members through effective and courteous verbal and written communications.
Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Ability to apply logical thinking to define problems, collect data, establish facts, draw conclusions, and seek solutions for members.
Education
High School Diploma, GED equivalency or higher.
Mathematical Skills
Ability to calculate figures and amounts such as add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
Certifications, Licenses
Must be bondable.
Internal annual compliance testing required.
Physical Demands & Work Environment
Sedentary work; sitting most of the time. Exerts up to 25+ pounds of force occasionally.
The noise level in the work environment is professional and typically moderate.
This job Description is not a complete statement of all duties and responsibilities comprising this position.
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