99 Member Service Representative (FT) Jobs in Raleigh, NC
Summit Credit Union is Hiring a Member Service Representative (FT) Near Raleigh, NC
- Core duties and responsibilities include the following. Other duties may be assigned.
- Performs within company standards, including, but not limited to: member’s survey results, transaction volume, cross sell referrals and balancing performance.
- Fast and accurately processes new account and loan requests.
- Opens and explains accounts using clearly defined guidelines.
- Takes and processes loan applications using the “Selling is Telling” in order to provide the best solution for the individual member.
- Completes adverse action form when accounts/services cannot be provided
- Orders checks and Visa debit cards or produces in the office when necessary.
- Understands Individual Retirement Accounts (IRA) in order to open and perform minor transactions.
- Assists the calls center and oversees member service responsibilities.
- Logs into call center regularly to minimize the wait queue during peak need in order to meet goals set forth by management.
- Maintains positive, friendly attitude while controlling the conversation.
- Provides fast, accurate information.
- Assists the Member Service Call Center at the direction of the Branch Manager and maintains control of conversation to ensure member satisfaction and company performance measures are achieved.
- Assists in the teller area as needed.
- Assists the Branch Manager and maintains a working knowledge of loan processes and procedures.
- Researches member accounts and provides follow up for resolution.
- Assists with special projects as requested.
- Performs other duties as requested.
- Assists members with questions, problems and issues in person and via telephone or in person.
- Responds to, and initiates member inquiries/requests by telephone, mail, and in person in an efficient and timely manner ensuring member satisfaction and retention.
- Answers telephone calls in a call center environment and assists callers with services and sales information.
- Analyzes and resolves problem situations or offers other options.
- Accepts loan applications, retrieves loan requests and closes with the proper documentation.
- Researches member requests for information.
- Performs outbound calling as needed.
- Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs work flows and procedures.
- Member Service - Manages difficult or emotional member situations; responds promptly to member needs; solicits member feedback to improve service.
- Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
- Ethics - Treats people with respect; keeps commitments; works with integrity and ethically; upholds organizational values.
- Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.
- Safety and Security - Observes safety and security procedures; reports potentially unsafe conditions.
- Attendance/Punctuality - Consistently at work and on time; ensures work responsibilities are covered when absent.
- Initiative - Volunteers readily; undertakes self-development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- EDUCATION AND/OR EXPERIENCE:
- High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
- LANGUAGE SKILLS:
- Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of members or employees of organization.
- MATHEMATICAL SKILLS:
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- REASONING ABILITY:
- Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
- Ability to deal with problems involving a few concrete variables in standardized situations.
- COMPUTER SKILLS:
- To perform this job successfully, an individual should have knowledge of: Database Software (Access); Internet Software; Spreadsheet Software (Excel); Contract Management Systems; Design Software; Human Resource Systems; Inventory Software; Order Processing Systems; Project Management Software; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and Lending Platform.
- Valid driver license and acceptable motor vehicle record.
- National Mortgage Licensing System.
- Successfully register for Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act to obtain NMLS. Identification number.
- Notary.
- NIPR Licensing in NC.
- Excellent communication and interpersonal skills with the ability to gain the trust of members.
- Excellent judgment and discretion; ability to handle multiple priorities simultaneously, meet deadlines, and handle work-related stress is required.
- Friendly, courteous, service-oriented, professional, outgoing, and member service oriented.
- Remain calm and professional in stressful situations.
- Must be able to work independently and productively with minimum supervision.
- Recognize problems, identify possible causes and resolve routine problem
- Team player with a "can do" attitude that can work in a fast-paced environment.
- Ability to establish and maintain professional atmosphere for employees, clients and members.
- Able to work a flexible schedule to include various nights, weekends and holidays.
- May require some travel on an as needed basis.
- College Degree or financial background preferred.
- At least one-year financial call center experience or similar experience in a member service position.
- Proven proficient teller skills.
- Must be able to effectively assist co-worker with new policies, procedures, and guidelines.
- Aptitude for cross-selling services.
Job Summary
Full Time
Banking
$34k-42k (estimate)
10/29/2023
04/28/2024
summitcreditunion.com
BEAVER DAM, WI
200 - 500
1935
LYNNETTE HOCH
$50M - $200M
Banking
Related Companies
About Summit Credit Union
At Summit, we have a passion for empowering people to improve their financial well-being. We love to help you save more, pay off debt, set goals and reduce your stress. We don't sell products, we build relationships. You can trust that we'll provide honest advice and real solutions. Helping you secure a bright financial future is our highest goal. Anyone can join Summit Credit Union. And as a not-for-profit financial cooperative, our profits are returned directly to you. That means the more you use us, the more you receive. Think of us as your resource to a richer life.
The job skills required for Member Service Representative (FT) include Products and Services, Call Center, Initiative, Cross-Selling, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Member Service Representative (FT). That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Member Service Representative (FT). Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Member Service Representative (FT) positions, which can be used as a reference in future career path planning. As a Member Service Representative (FT), it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Representative (FT). You can explore the career advancement for a Member Service Representative (FT) below and select your interested title to get hiring information.
If you are interested in becoming a Member Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Member Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Member Service Representative job description and responsibilities
Provided members high-level customer service to ensure complete satisfaction by fulfilling their requests and concerns through effective communication and member engagement.
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Customer service representatives (CSRs) are the front-line support within organizations that sell products and services to consumers and businesses.
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They deliver high-quality customer service, listening to members' requests and working to find the appropriate solution.
01/09/2022: Knoxville, TN
Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service.
02/06/2022: Seattle, WA
The statement of service must provide the branch of service, rate/rank, all dates of service, the expected date of discharge and anticipated character of service (Honorable, General, etc.).
01/03/2022: Wichita, KS
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Member Service Representative jobs
An associate member service also manages membership application requests and evaluates eligibility.
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Building member relationships through quality service experiences.
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Process service requests and create authorizations to communicate transportation details to partners.
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Customer service representatives must have high EQ, be excellent at communication, and have superb problem solving skills.
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Provided great member service that reflected on repeat and referral members.
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Step 3: View the best colleges and universities for Member Service Representative.
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