What are the responsibilities and job description for the Rep, Member Service position at BCU?
As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.
Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU
Watch this video to learn more about life at BCU!
Summary
Perform all member service-related functions in a timely and accurate
basis. To effectively consult with members and prospective members on
credit union products and services, and understand the importance of
providing financial well-being solutions to all our members.
Role And Responsibilities
Proficient in processing consumer loans from application to close with proven sales results. Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs. Process consumer loan applications, consult to close loans with ancillary products and service member loan requests. Conduct all member service transactions. Build and maintain favorable member relations/relationships. Comply with internal and external regulations, policies and procedures. Responsible for the achievement of individual sales and service goals including consumer loan origination sales. Successfully complete all required registrations or certifications as needed.
Qualifications And Education Requirements
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU
Click here to visit our Benefits Website!
Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU
Watch this video to learn more about life at BCU!
Summary
Perform all member service-related functions in a timely and accurate
basis. To effectively consult with members and prospective members on
credit union products and services, and understand the importance of
providing financial well-being solutions to all our members.
Role And Responsibilities
Proficient in processing consumer loans from application to close with proven sales results. Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs. Process consumer loan applications, consult to close loans with ancillary products and service member loan requests. Conduct all member service transactions. Build and maintain favorable member relations/relationships. Comply with internal and external regulations, policies and procedures. Responsible for the achievement of individual sales and service goals including consumer loan origination sales. Successfully complete all required registrations or certifications as needed.
Qualifications And Education Requirements
- High School Diploma or equivalent.
- Minimum 2 years’ experience in financial Institution, and or retail sales experience is preferred.
- Fully Bilingual
- Excellent verbal and written communication skills.
- Ability to multi-task, and to work well under pressure.
- Excellent organizational skills.
- Teamwork oriented.
- Operate independently with minimum direction.
- Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
- Excellent oral presentation skills.
- Availability to travel other island areas if necessary.
We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.
We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we’ve created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU
Click here to visit our Benefits Website!