Member Service Representative II

Description

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to:

• Paid time off that begins accruing on your first day
• Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge
• 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting
• Company-paid short-term, long-term disability, and employee life and AD&D coverage
• A tuition reimbursement benefit which reflects our investment in your future
• Competitive pay along with opportunities for annual raises and promotions
• Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives
• A supportive environment which fosters an employee-centric in which workplace where growth and member relationships are prioritized
  
  

The role of the MSR II is to assist members and prospective members with all areas of their Credit Union needs. Supports the Business Development strategies by participating in onsite and virtual visits to business location to provide financial education and establish membership. Efficiently and independently processes financial transactions, explains services, sets up new accounts, respond to problems, and directs members to the appropriate person(s)/department. Ensuring the sales, service, and operational functions assigned are being performed efficiently and within guidelines. Support and assist members through all communication channels to include in branch, incoming and outbound calls, message center and by email.

Key Responsibilities

• Proficient in Business services to include all business account products and some knowledge of business lending and in the handling of all areas of Financial Services to include Retirement Accounts, Insurance products, Trust Accounts etc. Originates and closes Home Equity Loans.
• Performs routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, cashier’s checks, Visa gift cards, reloadable travel cards, and issues debit cards. Opens and closes all types of accounts and perform file maintenance as needed; ensure collection of all required signatures and documents.
• Maintains a professional and courteous attitude with everyone including co-workers, members, management, board members, and outside vendors.
• Creates and manages a book of business based on member interactions seeking strongly endorsed referrals. Manage leads generated by Business Services and Marketing Departments for different Segment Groups.
• Presents and explains Credit Union products and services to members and potential members; assists them in identifying credit union products to meet their financial needs.
• Answers questions and assist in the resolution of problems by effectively listening and asking questions to understand problems and identify solutions.
• Follows safety and security rules and regulations; helps to maintain the condition and appearance of the branch.
• Participates in all training and continuing education classes as approved/recommended by supervisors, including online training classes.
• Performs other duties as assigned.
  
  

Requirements

• Education: High School Diploma or equivalent.
• Experience: One to three years of similar or related experience.
• Other Skills: 1. Must be able to operate a PC and related software programs with average speed and accuracy. 2. Possess time management and organizational skills.3. Experience with Microsoft Office, Outlook, SharePoint is desired.
• Physical Requirements: Must be able to sit or stand at a computer for extended periods of time and able to lift up to 15 pounds.
• Interpersonal Skills: Excellent interpersonal skills to communicate effectively with members and employees in person, through electronic communication, and over the phone. Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Work Environment: In Office
  
  

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans’ status.