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Job description
Member Services Representative IIReports to: Branch ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Member Services Representative is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities that helps enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of Member sales and service-related functions: Recommends products and services that assists in meeting Member's financial needsResolves Member issues through listening, problem solving, and offering solutionsMeets or exceeds all sales, service and productivity goals established for this positionAnswers and responds to Member inquiries and questionsPerforms file maintenance and account changes as necessaryEstablishes and maintains professional relationships with Members: Resolves Member requests and questions promptly, courteously, and professionallyKeeps Members informed of Credit Union services and policiesMaintains and projects the Credit Union's professional reputationAssumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management: Works as a team member with other KEMBA AssociatesKeeps supervisor informed of area activities and significant problemsCompletes required reports and records accurately and promptlyAttends meetings as requiredMaintains an up-to-date status of all sales support and processing activity with routine reporting to managementRegisters with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBAPerforms all duties in a manner that is 100% compliant with KEMBA policy and procedures.Develops an understanding of Credit Union history, philosophy, organization, policies, and operational proceduresOn a self-directed basis, continues to improve individual level of competency through training and certification on established educational programsMust be able to relate to other people beyond giving and receiving instructions: Can get along with coworkers or peers without exhibiting behavioral extremesPerform work activities requiring negotiating, instructing, supervising, persuading, or speaking with othersRespond appropriately to criticism from a supervisorRequired QualificationsHigh school diploma or equivalent education or experienceOne to two years of experience in a sales/customer service environmentPrior experience in a financial/banking institution preferredStrong organizational skills and attention to detailMust value a high degree of accuracyProfessional demeanorEffective communication skillsBasic PC skills (Windows)Assertive problem-solving skillsPhysical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Worksite address
pickerington, OH, 43147, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.