Credit Union Sr. Services Member Representative

Job Title

The SR MSR is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and R/E loan applications, filing disputes, and assisting members with any questions/concerns in regard to their account. Have full knowledge of the Credit Union's products and services. Associates needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain

Key Accountabilities

Operational/Technical Skills

Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services. Working knowledge of operational systems to effectively perform: Teller Transactions, New memberships/accounts; New services; Loan applications / processing; Basic IRA processing; Equity applications. Basic Mortgage Knowledge.

Policies/Procedures/Compliance Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day-to-day operations.

Key Accountabilities Continued

Emerging areas: This also includes educating members on new technologies provided by HFCU

Sales and Service Effectively and confidently interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or cross sell products and services to meet those needs. Strong working knowledge of Service Plus and TMA training leading to effectively and confidently meeting customer service expectations and metrics. Effective and confident in moving beyond the member's initial request and offering additional education / opportunities to the member. Member interaction may be inbound or outbound.

Team Oriented Able to work within a team to accomplish the overall goals/products/services

Qualifications, Experience, and Skills

• High School Diploma or GED Equivalent
• Minimum 2 to 3 recent years customer service and sales skills in a financial service environment
• Professionalism
• Ability to multitask
• Decision making skills
• Self-motivation

Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.