Job Posting Title:

Member Service Representative II

Req ID:

10102622

Job Description:

The Member Service Representative (MSR) II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.

The MSR II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.

Essential Responsibilities:

Lead Generation and Networking

· Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.

Outbound Member Service and Sales

· Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales

Transaction Processing

· Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.

Member Needs and Financial Solutions · Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.

Cross-Selling and Promotion

· Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.

Loan Processing and Mentorship

· Process consumer loans, ensure loan documentation quality, and mentor other MSRs in best practices.

Product Knowledge and Member Education

· Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.

Membership Account Management

· Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.

Quality Control and Compliance

· Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.

Branch Operations and Notary Responsibilities

· Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.

KNOWLEDGE & SKILLS

Education Level: High School or GED (required) ☐ AND

Years of Relevant Work Experience: 3 to 5 years

Language Skills: Spanish (preferred

Certifications, Licenses, Registrations Required? Preferred?

· FL/CA Notary (specify for job location) Yes

· NMLS Certification Yes

· Medallion Signature Guarantee Certification Yes

Ability to use a personal computer and related software

applications including Microsoft Outlook. Yes

Experience using Episys Yes

Experience using Springboard Yes

Experience using Verafin Yes

Abilities and Behaviors

Excellent member service and conflict resolution skills

· Effective sales skills

· Strong problem-solving and decision-making skills

· Clear and open communication skills

· Flexible; easily adapts to change

· Strong time-management skills & ability to multi-task

· Organized, good time manager

· Responsible; takes initiative and works independently

· Strong teamwork skills

· Two years’ experience in the financial industry and credit unions is required.

• Two years’ experience in teller cash handling and cash dispense machines is required.

• Experience in sales is preferred.

• Previous supervisory experience preferred

Performance Standards

• Balancing Standards

• Balancing Percentage

• Member Satisfaction

• Transaction Quality

• Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals)

• Partners Wealth Management (Total Referrals / Qualified Referrals)

• Review Membership Applications (Membership Officer)

• Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans) • Autoland / Auto Advisor referrals (Total referrals/qualified referrals)

• Review and submit the monthly Teller Over / Short report to the Branch Service Manager

• Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager

Job Posting Segment:

Credit Unions

Job Posting Primary Business:

Partners! Federal Credit Union

Primary Job Posting Category:

Banking

Employment Type:

Full time

Primary City, State, Region, Postal Code:

Lake Buena Vista, FL, USA

Alternate City, State, Region, Postal Code:

Date Posted:

2024-10-01