Member Relationship Specialist II - Pleasantville

Job Description

Job Description

The MRS II is responsible for delivering exceptional service to members by assisting with their financial needs, promoting credit union products and services, and ensuring member satisfaction. This role involves processing transactions, opening accounts, providing information on loan products and the ability to input applications and disburse loans. The MRS II also helps members manage their accounts, resolve any issues, and ensure compliance with regulatory requirements. Key Responsibilities Adheres the FHCU Service Standards as established.Conducts basic and complex transactions in a professional, courteous manner, including but not limited to: deposits, transfers, withdrawals, payments, wire transfer paperwork, stop payments, payroll set up, opening/closing accounts, and all other financial and non-financial transactions for members.Engages members in dialogue to obtain information regarding their financial needs and recommends the appropriate product or service based on those needs.Meets established individual and group sales goals by using various sales techniques.Responds to member inquiries regarding the operation of accounts, access to services, and assists members in making the most effective usage of service offerings.Performs duties with limited supervision and resolves issues within the scope of authority assigned.Executes loan applications and disbursements.Makes outbound calls to members regarding outstanding loan approvals, various credit union products and services. Attends offsite events to increase membership within our Select Employer Groups.Participates in available credit union self-development education programs and required compliance courses through self-study and the credit union's training department. Represents the credit union at various community events and assists the manager with business development duties when necessary.Performs other duties or special projects as assigned.Qualification RequirementsTechnology: Employees are required to use the Microsoft Authenticator app on their personal cell phone to securely authenticate Outlook and other company systems; the app does not access personal data that exists on the mobile device. Education:High School Diploma or GED requiredAssociate's degree preferredExperience:Minimum of one (1) year of customer serviceMinimum of one (1) year of cash handlingAt least 6 months experience working as a MRS I, or related position in a financial institution, preferredPrior sales experience, preferredSkills & Competencies:Knowledge of general banking regulations and credit union policies and proceduresProficient with Microsoft Office Suite, Outlook and using the InternetExcellent communication and interpersonal skillsExcellent customer service skillsProfessional appearance and demeanorAbility to work with limited supervision and exercise judgementBasic knowledge of sales techniquesAvailable to travel to other branches when requiredMinimum of 2 years' experience in financial services with a strong background in lending, sales, and member serviceStrong knowledge of consumer lending, regulatory requirements and loan processingProven ability to drive sales while maintaining exceptional member service standards and operational efficienciesStrong problem solving and decision-making abilities to address member concerns and operational challenges effectivelyKnowledge of credit union products, services and compliance regulationsDNA core system experience is a plus but not requiredSalary: The base pay for this position is $21/hr. A $.50 premium may be added if the applicant is able to demonstrate a proficiency in both English & Spanish (oral & written). Benefits:We offer a range of benefits and perks based on eligibility. These benefits include:Health, Dental, and Vision Insurance Company Paid Short Term (STD) & Long Term Disability (LTD) Company Paid Employee Basic Term Life Insurance Voluntary Term Life Insurance for Spouse & Child(ren) Critical Illness, Accident, and Hospital Indemnity InsuranceHealth Care Flexible Spending Account (FSA)/ Health Savings Account (HAS): Pre-taxed funds available to pay for some health-related expensesTuition Reimbursement Employee Discount on Loans, Travel, Tickets, and More! 401k Match of up to 5% + A Free Annual Retirement Planning Session11 Paid Company Holidays Up to 8 paid hours for community volunteerism Full time employees accrue 40 hours of sick, 10 days of PTO, & 1 personal holiday annually. PTO increases to 15 days after the 1st completed year!Physical Requirements: The physical demands require a person to be able to stand for a period of up to eight (8) hours per day and lift items estimated in weight of 5-10lbs or more and perform repetitive hand movements on a keyboard.Americans with Disabilities Act (ADA): Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties of the position. If you need to request an accommodation, please contact Human Resources at View phone number on ziprecruiter.com or via email to View email address on ziprecruiter.com Harvest Credit Union is an Equal Opportunity Employer/Veterans/DisabledThe statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of First Harvest Credit Union.