Position Summary: Serve as a liaison between the members and the credit union by accurately performingtransactions, providing information and referring potential prospects to appropriate staff.
Essential Functions and Responsibilities:
Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements
Educate members regarding all CU products and services in a consistent sales environment
Provide prompt efficient accurate information and basic teller transactions and make accurate decisions on check holds
Open accounts for existing members
Provide services such as gift cards – Visa and cash advance
Respond to member requests/ problems/ complaints and direct them to appropriate staff for additional assistance
Process check orders, duplicate debit cards, pin reminders, HB, BP, and electronic statements
Accountability for all assets under your control; including ECR, TCD, ILT, ATM, teller drawer, and vault
Process check imaging thru branch capture daily
Assist members with all member service forms
Answer and make phone calls to help provide services to members
Advocate and demonstrate company brand
Other duties as assigned
Qualifications:
High school diploma equivalent work experience required
Requires flexible schedule availability including evenings and weekends
Excellent interpersonal skills required
Self-motivated; can work independently, but also in a team environment
Takes initiative to proactively add value to the member and credit union
Positive and optimistic
Trustworthy and honest
Acceptable background check; credit, criminal and insurance
Environmental Factors and Physical Requirements:
This position requires the employee to work indoors in a typical office environment. While performing theduties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations,and the ability to stand, walk stoop, kneel, crouch and manipulate (lift, carry, move) light to medium weights of1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp,Job Description
Member Service Consultant Page 2 of 2 Revised: August 2017and visual acuity to use a keyboard, operate equipment and read application information. The employeefrequently is required to sit, reach with arms, talk and hear.
Performance Expectations:
Accuracy Policy – accuracy is of extreme importance as it reflects on Call FCU’s reputation. Inaccuracy breaksthe trust the member has placed in us and creates the potential for additional concerns. The employee isresponsible for checking his or her own work to avoid errors. When errors occur it is the employee’sresponsibility to research their error, and when necessary seek help to correct the situation and apologize to themember.
Attendance Policy – The employee must be able to consistently report to work as scheduled and perform the duties of the position in the office environment.
Brand Contract – The employee acknowledges receipt and commits to represent the “brand” of Call FCU withthe integrity, professionalism, sincerity and perseverance detailed in our Quality Service Contact.
Lending Policies – Thorough understanding and adherence of CFCU Lending Policies and Procedures (with theexception of Real Estate policies
Policy Compliance – The employee is required to be knowledgeable of all company, department and position- specific policies and procedures and to follow the policies and procedures without exception. These policies include but are not limited to the Fraud, Harassment, Confidentiality, Personal Conduct, Computer and Electronic, Voice Mail, Bank Secrecy Act, Lending and Collection policies. Relationships with Others – The employee must work effectively and relate well with others including members, superiors, colleagues and individuals inside and outside Call FCU.
Are you a highly motivated individual?Are you passionate about serving the community?Are you committed to customer service excellence?
If you answered yes to at least one of the above questions then opportunity awaits you. Call FederalCredit Union is searching for qualified applicants to join our team and contribute to our mission; to helpour members’ open doors to their financial health. Call Federal’s Member Service Consultants areindividuals capable of servicing our members’ wants and needs through building relationships to betteralign our products to fit our members.
Call Federal Credit Union boasts the opportunity to be able to give its members that family feel with itsintimate size and culture, while still slowly expanding as an organization thus allowing for growthopportunities for its employees.
To apply or see more information on this position please visit our career page:https://www.callfederal.org/about-us/job- opportunities