What are the responsibilities and job description for the Member Service Rep II position at Franklin Trust Federal Credit Union?
The Member Service Representative provides excellent member service by accurately processing a broad variety of transactions while building and maintaining positive relationships with members. This person also educates, recommends and offers products and services that may be beneficial to our members.
ESSENTIAL FUNCTIONS
· Assist members in person and on the phone with concerns about their account(s).
· Perform teller transactions as needed, accurately and following established guidelines. Balance checks and/or cash daily.
· Knowledgeable about credit union products, services and the organization
· Understand FTFCU policies and procedures and know the laws, rules and regulations regarding all forms of new accounts.
· Mandatory compliance of all BSA/AML regulations, forms and procedures:
· Ability to open all types of member shares deposit accounts, certificate of deposits
· Resolve issues involving existing members including name/address changes, disputes, etc.
· Follow-up on commitments and member interactions by calling or writing member
· Actively participate in FTFCU business development and other promotional events
· Actively promote and cross sells appropriate products and services to meet individual, departmental and company goals
Skills:
· Excellent organizational skills
· Strong phone communication skills
· Strong analytical and mathematical skills
· Strong people skills
· Good written and verbal communication skills
· Good listening skills
· Effective problem-solving skills
Ability to:
· Make product/service recommendations that meet member’s financial needs
· Work in a fast-paced, highly motivated atmosphere
MINIMUM EDUCATION, EXPERIENCE AND TRAINING
· High School Diploma or GED
· One-year customer service
· Spanish speaking a plus
· Experience with financial institution computer based operational processes, a plus
· Relationship referring, a plus
Franklin Trust FCU is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Job Type: Full-time
Pay: $20.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $20