Member CARE Rep III

PRIMARY RESPONSIBILITIES

• Open new membership accounts. Make member directed modifications to accounts.


• Using consultative selling techniques, analyzes and provides solutions for members’ financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.


• Process signature, vehicle, and credit card loan applications via online avenue or over the phone


• Address questions related to IRAs, Certificates and Trust Funds


• Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports.


• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.


• Demonstrate progressive job knowledge with the ability to successfully mentor peers.


• Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner.


• Handle escalated calls and follow-ups as required.


• Achieve and maintain all required performance goals and quality measurements.


• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.


• Performs other duties as assigned.


• Answer phone calls in a timely and professional manner.


• Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.