Member Business Services Assistant

Job Descriptions:

Mission:

In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.

Culture Competencies: S.T.R.I.V.E

Maintains our members’ and employees’ trust by safeguarding their financial data and information.

Values and respects everyone’s abilities, opinions, and feedback to achieve trust, safety, and well-being in a friendly, welcoming, and cooperative environment. Actively devoted to our motto of “better together”.

Is honest, professional, authentic, and genuine in creating relationships that are uncompromising and true to ethical principles.

Generates new ideas, supports change, provides new efficient solutions, and solves problems creatively while balancing risk.

General Summary:

Under general supervision of the Member Business Services Manager, but in compliance with the Credit Union policies and procedures, assists in the daily activities involved in the operation of the Member Business Services Department. The successful candidate develops and maintains relationships with Member Business (“MB”) account holders.

Major Duties and Responsibilities:

Represents the Credit Union in a courteous, engaging, professional manner and provides excellent member service to both members and internal teammates. Understands the impact of behavior and performance on the credit union, the members, potential members, and teammates.

Provides accurate information to members regarding Credit Union business and personal products, services, policies, and procedures. As appropriate, advises businesses of regulations applicable to these policies and procedures.

Interviews business and member applicants, gathering the required information for the correct type of membership application.

Ensures accurate completion of forms and processing of business/member accounts, including savings, checking, money market, and CDs. Initiates and processes request for direct deposit, ACH loan payments etc.

Requests required documentation for business account modification; modifies accounts according to policy.

Responds to business member and member SEG inquiries regarding credit union services and/or account issues. Work with various support departments to arrive at acceptable solutions to resolve business and SEG account disputes.

Identifies cross-sell opportunities for member and MB account holders including outbound relationship building initiatives.

Work closely with Member Business Services Team, VP of Business Services, Branch, and Contact Center staff.

Works with other team members towards the attainment of branch/organizational goals, in addition to their assigned goals.

Complies with all applicable Rules, Regulations and Statutes of the NCUA and other appropriate governing bodies to include but not limited to: Credit Union Bylaws, Credit Union Code of Conduct, Credit Union Employee Handbook, Bank Secrecy Act/Anti-Money Laundering Act, Fair Housing Act, Fair Lending Act, and Fair Credit Reporting.

Perform other duties as required and assigned.

Required Experience:

Education: High school diploma or equivalent.

Experience: One-year experience in a financial institution opening new accounts required.

Skills: Efficient, attention to detail, and results driven. Basic math skills required. Experience with basic PC applications such as Word, Excel, and Outlook. Knowledge of financial products, policies, and procedures.

Communication: Excellent oral and written communication skills required. Possess excellent conversational, active listening and interpersonal skills to build member relationships. Deals effectively with members and all levels of staff. Comfortable engaging with people from a wide variety of cultures and economic backgrounds.

Supervisory: None Required

Time in Service: None Required

Equal Opportunity Employer/Veterans/Disabled

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not be discriminated against on the basis of disability.

Keyword: Member Business Services Assistant

From: United States Senate Federal Credit Union