What are the responsibilities and job description for the Member Relationship Representative position at Simplicity Credit Union?
Who is Simplicity Credit Union?
We are today, and we’ve always been, a team of passionate Credit Union believers who work together to help our friends and neighbors realize their dreams. From the latest tech to keep our members in the know, wherever they may be, to an innovative branch experience, we’re focused on giving people what they need, when they need it. And what you see is not all you get. The Simplicity Team supports our member experience with a culture of collaboration and creativity, a focus on the things that mean the most to us, and a healthy dose of wackiness to bring it all together. Most importantly, we love turning new friends into members of the Simplicity Family and seeing where we can go together!
Position Summary
A Member Relationship Representative is responsible for exceptional service through interactions with members by resolving problems, enhancing the member relationship, and answering questions covering the entire spectrum of Simplicity Credit Union’s products and services. The primary responsibility of this position is the onboarding of new members and increasing Simplicity’s relationship with existing members. This position is part of a dedicated sales team, working to achieve sales goals and overall growth goals for the Credit Union.
This position will always project a positive and friendly image for the credit union through interactions with members and co-workers. This position will work out of our Marshfield Branch.
- Issuing new accounts for existing members and adding joint members with the additional competencies of HSAs, IRAs, trusts, death accounts, member complaints, assisting with lending servicing inquiries, closing loans and online loan applications (when necessary).
- Primary responsibilities are onboarding new members and increasing Simplicity’s relationship with members by offering additional products and services.
- Reviewing member credit reports to recognize lending opportunities to best fit the member’s needs.
- Conducting follow-up contact with members via phone, email, or text based on the member’s preferred communication method.
- Process credit card and flex line applications.
- Outbound sales calls as assigned.
- Seek out opportunities to enhance the members’ experience by recognizing and presenting additional loan opportunities or offering products and services that would improve the members’ financial lives.
- Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive, and productive working relationships through commitment to the company’s core values, vision and mission statements.