Member Service Representative - Personal Banker

Company Description

FSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry.  Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent to our clients need for any all staff levels within the credit union organization, from teller to CEO we can make it happen for you.

Job Description

At the Credit Union, we believe in delivering the unexpected. As part of our team, your major duties and essential functions will revolve around consistently providing outstanding service to both internal and external members, leaving a lasting positive impression.

Here's What You'll Do:

• Needs Discovery: You'll excel at uncovering member needs by engaging in meaningful conversations and providing tailored solutions to address those needs.
• Proactive Referrals: Take the initiative to discuss and refer additional products to internal partners, enhancing the overall member experience.
• Efficient Processing: Be the go-to person for processing requests related to memberships, depository accounts, loans, and account maintenance services.
• Ongoing Support: Regularly follow up with members to ensure their financial needs are not only met but exceeded. Identifying any additional needs they might have is key.
• Sales & Service Excellence: Embrace the challenge of meeting or exceeding established sales and service goals, driving our organization's success.
• Stay Informed: Keep yourself up-to-date on current products, services, and marketing campaigns through training and continuous learning, ensuring you remain a trusted resource for our members.
• Compliance Commitment: Maintain strict compliance with all financial regulations, including BSA, OFAC, Reg CC, USA PATRIOT Act, and others relevant to your role.
• Confidentiality: Safeguard member information and other sensitive data with the utmost care.

Qualifications

• 1-2 years related experience in a financial institution

What We Require:

• Goal-Oriented: You thrive in goal-driven environments and are committed to achieving results.
• Service-Oriented: Providing exceptional service is second nature to you, and you're dedicated to making every member interaction special.
• Problem Solver: You have a keen eye for detail and the ability to solve challenges effectively.
• Self-Motivated: Meeting sales goals doesn't just motivate you—it inspires you.
• Effective Communicator: Your communication skills, both written and verbal, are top-notch.
• Multitasker: You excel at juggling multiple tasks, prioritizing effectively, and adapting to a dynamic environment.
• Team Player: Collaboration comes naturally to you, and you thrive in group settings.

Join our team, where you'll have the opportunity to make a significant impact on our members' lives and contribute to our organization's continued success. Your journey to creating unforgettable member experiences begins here!

Additional Information
All your information will be kept confidential according to EEO guidelines.