Member Service Representative Level I-III


: $34,390.00 - $51,890.00 /year *

Employment Type

: Full-Time


: Customer Service/Call Center

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Description The primary role of this position is to assist Northwest Federal Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies members financial needs and suggests appropriate Credit Union solutions. MSRs will typically spend some of their time servicing existing customers, and the rest of the time growing the business through proactive sales activities. Transactional processing on the teller line for members will be required. The percentage of time spent in each work area will be based on branch size, complexity, need, and MSR level. Goals and responsibilities assigned are level dependent. MSRs are key players who assist the branch team in achieving assigned annual branch goals. MSRs are responsible for interacting with appropriate areas of the Credit Union to ensure member needs and service issues are resolved timely and accurately. MSRs are responsible for taking full ownership of member issues until they are completely resolved. MSRs must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. DUTIES AND RESPONSIBILITIES: Must include the following and you may include any additional: Deliver outstanding service that delivers on our Service Promises. Meet or exceed the service goals for the position. Knowledge of the Credit Union s products and services. Complete BVS classes as assigned. Maintain department policy and procedure documentation accordingly. Remains cognizant of and adheres to NWFCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA). Achieve assigned sales goals by proactively identifying opportunities utilizing the fundamentals of the Member Advantage. Identify financial needs and present all appropriate options, working cooperatively with appropriate business partners. Build new Member relationships by proactively on-boarding . Support branch in achieving its member retention, acquisition and growth goals. Achieve personal sales goals (including Investment/Insurance/Loan) Proactively reaching out to existing members, as well as participating in branch sales promotion. Promote the credit union & membership growth through community involvement. Maintain a professional manner to build member confidence and trust. Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing. Adhere to all procedures stated in the Credit Union s MSR policy and procedures. Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets. Positively demonstrate teamwork by proactively assisting other branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. Support branch team with quality referral generation (based on Loan/Investment licensing designation) In order to assist the branch team, additional duties may be assigned as needed. Process loans as required depending on MSR level. Understand loan products and how to read credit reports. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND EXPERIENCE: Associate s degree or equivalent in work experience. Minimum of 3 in retail sales, call center, customer service or telesales position. Previous financial and service experience preferred. PC experience to include working knowledge of Microsoft office products to include word processing, spreadsheets, and Email. Any office software specific to Northwest. SPECIAL REQUIREMENTS: This position requires U.S. citizenship and a Federal Government Security Clearance. Those with an active security clearance are encouraged to apply; Northwest Federal will sponsor the clearance process for qualified applicants. Further, all applicants must pass drug test, bondability requirements and will be subject to a credit history check in order to determine eligibility for employment with Northwest Federal. Necessary accommodations may be made to enable individuals with disabilities to perform the essential functions. We are proud to be an EEO/AA employer Minorities/Females/Disabled/Veteran. We maintain a drug free workplace and perform pre-employment substance abuse testing.
Associated topics: agente de servicio al cliente, call center, coordinator, csr, customer care representative, customer service associate, internship, system support, technical assistant, technical support * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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