Branch Member Service Representative

Overview:

The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. A key component of this service to external members is to ensure each employee identifies members’ financial needs and suggests appropriate Credit Union solutions.

Responsibilities:

Working knowledge of the Credit Union’s products and services

Maintain department policy and procedure documentation accordingly

Achieve assigned sales goals by proactively identifying opportunities

Adhere to all procedures stated in the Credit Union’s Member Service Representative policy and procedures

Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets

Proactively identify opportunities to provide product/service solutions to members

Accurately and efficiently process member financial transactions,, including deposits, withdrawals, loan payments and check cashing

Provide exceptional member experiences

Provide operational oversight, support, and resolve escalated requests

Work in partnership with teams across the organization to deliver on projects that improve visibility into the member experience

Other duties as assigned

Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)

Qualifications:

High school diploma or equivalent

Minimum 2 years’ experience in retail sales or customer service with cash handling experience

Previous experience at a financial institution is preferred

Accuracy and detail orientation

Effective oral and written communication skills

Working knowledge of NWFCU, Federal and state regulations required by the National Credit Union Association

Ability to interact effectively with all levels of the organization and/or with members

Ability to communicate with tact and diplomacy and to exercise sound judgment, logic and initiative while maintaining member confidentiality

Effective problem-solving skills

Effective sales techniques

Ability to use standard banking and office equipment and systems; working knowledge of Microsoft Office products

Ability to work Monday-Thursday 9AM-5PM, Friday 9AM-6PM, and Saturday 9AM-1PM

EEO Notice:

Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.

NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at (phone number removed) or (url removed).

Permanent