Client Service Support Rep

The primary purpose of this position is to provide quality service to the Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include opening new accounts for members to include but not limited to loans, IRA's, and certificates; resolving problems with members' accounts, interviewing loan applicants, processing loan requests, responding to members' requests in a timely, professional manner and performing other duties as requested.

Essential Functions And Supporting Duties:

Greets and welcomes credit union members and visitors in a professional and timely manner

Provides information to current and prospective members on membership eligibility, account types, loan products, and any other services the Credit Union offer

Communicates information in-person, via email, other written correspondence, and over the telephone to future and current members regarding credit union services or policies.

Provides information regarding first mortgage loans and applications; conducting the following for second mortgage and loan products: interviewing loan applicants, explaining conditional loan approvals and denials, reviewing loan applications, processing loan requests according to approval and/or loan stipulations with the respective interest rates and terms.

Identifies opportunities to cross-sell credit union products and services based on member needs, thereby contributing to the credit union's growth and member satisfaction.

Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures.

Required Experience: Previous teller experience or member service experience is required.

Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team.

Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.

Strong customer service skills to include telephone skills, well-organized and attentive to detail.

We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.

BayPort Credit Union