Job Details

Provides Exceptional Experiences by identifying each individual member's unique financial need, and appropriately suggesting products and services that will meet or exceed those needs. Delivers unsurpassed service that builds long-term member loyalty while effectively handling member's transactions. Essential Functions & Responsibilities: 55% Assists members via phone and email with their membership and account need; including but not limited to opening and/or closing memberships, Certificates, and Consumer Loans. 15% Review and analyze member's financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling credit union products and services. 15% Responds to members requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow through. 5% Maintains member records, prepares files and other member documents while maintaining the highest ...Representative, Bilingual, Service, Skills, Retail, Banking