Senior Member Service Representative
Indexed description
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda’s, we want you to join our team to Bring the Future!
Job Purpose
The Senior Member Service Representative is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening and closing accounts, processing consumer and Real Estate loan applications, filing disputes, and assisting members with any questions/concerns in regards to their account. Have full knowledge of the Credit Union’s products and services. Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively.
Key Accountabilities
Operational/Technical Skills
- Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services. Working knowledge of operational systems to effectively perform: Teller Transactions, New memberships/accounts; New services; Loan applications / processing; Basic IRA processing;
- Equity applications. Basic Mortgage Knowledge. Policies/Procedures/Compliance: Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day to day operations. Emerging areas: This also includes educating members on new technologies provided by HFCU.
- Effectively and Confidently interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or cross sell products and services to meet those needs.
- Strong working knowledge of Service Plus and TMA training leading to effectively and confidently meeting customer service expectations and metrics. Effective and confident in moving beyond the member’s initial request and offering additional education /opportunities to the member.
- Member interaction may be inbound or outbound.
- Able to work within a team to accomplish the overall goals/products/services
- High School Diploma or GED Equivalent
- Minimum 2 to 3 recent years customer service and sales skills in a financial service environment
- Professionalism
- Ability to multi-task
- Decision making skills
- Self-motivation
- Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
- Paid Overtime
- Regional Bonus (when applicable)
- Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
- Paid time off, including vacation, holidays, shutdown
- Company Paid Short-Term and Long-Term Disability
- 401K Plan with company match + additional contribution
- Relocation assistance (if eligible)
- Advancement Opportunities
- Career Mobility
- Education Reimbursement for Continued Learning
- Training and Development programs
- Tuition Assistance & Student Loan Repayment
- Lifestyle Account
- Childcare Reimbursement Account
- Elder Care Support
- Wellbeing Program
- Community Service and Engagement Programs
- Product Programs
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