Member Service Representative II

Build a career with us! We invest in our Team members (employees) with great benefits, training, and more! Do you have 2+ years' previous experience with a Credit Union, Bank, or related Financial Institution? In this role you will perform Teller + Platform (Relationship banking) duties such as opening & maintaining accounts, cross selling, referring, and getting out in the community to attend occasional events!

Title:

Member Service Representative II

Position Status – Full Time non-exempt (Hourly)

Reports To:

Reports to Branch Manager/Operations Manager

Target Hiring Pay Range: $19.56 per hour - $24.45 per hour

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays.

The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.”

The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers.

Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.

• Adhere to and deliver on Center Parc’s core values:
• Serve Exceptionally
• Commit to Better
• Find the Fun
• Invest in Integrity
• Follow the Numbers
• Go Forth and Conquer
• Protect with Passion
• Provides service to members in a variety of settings including periodically being assigned to work at various CPCU locations due to long term absences, business needs, projects, or business continuity needs.
• May serve as a lead teller
• Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
• May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.
• Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.
• Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can’t be resolved by yourself.
• Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
• Completes the opening of new member accounts and assist existing members with changes and updates on their accounts;
  Sets up share/loan allocations for accounts.
• Engages in needs-based dialogue with members to fully understand the member’s financial needs.
• Recommends and positions credit union products and services that meet the member’s needs.
• Based on member needs, makes referrals to internal partners for product delivery
• As required, completes outbound calls, and engages in member retention conversations.
• As assigned, receives inbound calls in a call center environment and provides member services in…