Member Service Representative

This job was posted by https://idahoworks.gov : For more information,
please see: https://idahoworks.gov/jobs/2268025

Are you looking for a work environment where diversity and inclusion
thrive? Submit your application for our Member Service Representative
opening with Frontier Credit Union today and find out what it truly
means to be a part of helping our members Build Better Lives!

The Member Service Representatives primary focus is to enhance the
productivity and profitability of the branch. Utilize available
resources to increase participation in the credit union by providing
solutions to meet the financial needs of our members. The position
includes performing teller and new account functions: basic
transactions, opening and servicing deposit accounts, referring lending
products, and creating and maintaining strong member relationships.
Ability to quickly adjust energy and focus based on the changing
priorities of the branch and organization.

Essential Functions:

– Provides exceptional internal and external member service, enhancing
the overall member experience
– Support members with a full range of credit union products and
services
– Act as subject matter expert (SME) in offering, selling, and
servicing account products and services
– Identify relationship building opportunities and make
recommendations to members regarding credit union products and
services
– Qualify potential members for new accounts and open accounts
efficiently and accurately
– Open and perform maintenance functions on sub-shares, including
checking accounts, money markets, and certificates of deposit
– Assist members with IRA accounts, including required distributions,
etc.
– Discuss appropriate loan options and provide interest calculations,
loan terms, and payment projections
– Review and analyze current and potential banking relationships and
recommend appropriate products and services.
– Provide credit counseling, financial education and reconciliation
support when relevant
– Engage with members to offer products and answer questions through
all available channels. i.e. in person, over the phone, in writing,
etc.
– Educate members on all credit union products and services; when
applicable, make referrals to other business lines
– Demonstrate superior strategic sales knowledge and maintain a high
level of account product knowledge and a track record of being
highly innovative and motivated.
– Process teller transactions and back-up teller line
– Maintain knowledge of, and consistently follow, credit union
policies and procedures including proper use of CTR and SAR reports
and Monetary Instrument Logs
– Provide peer assistance and support developmental opportunities
– Focus on and contribute to individual and team performance goals
– Remain aware of branch activity and provide functional and
responsive support where needed
– Prepare and interpret reports by collecting, analyzing and
summarizing information as requested by management
– Serves as a positive leader; enhances branch morale
– Understands, applies, and complies with all Credit Union Policies
and Procedures, State and Federal laws and regulations, and adheres
to requirements set forth by the Bank Secrecy Act (BSA).
– Completes other assigned duties commensurate with position.