Member Service Representative
First New York Federal Credit Union
Date: 19 hours ago
City: Schenectady, NY
Contract type: Full time
Description
Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch.
Duties & Responsibilities
Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch.
Duties & Responsibilities
- Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs, and meet branch goals.
- Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
- Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management.
- Disburse Consumer loans.
- Refer appropriate members to the First New York Retirement and Investment Services Program.
- Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services.
- Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion.
- Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act.
- Perform teller duties as needed to ensure an unsurpassed level of service is provided to members.
- Participates in the Sales Incentive Program.
- Maintains Notary Public designation.
- Processes all secured and unsecured paid notes and security agreements.
- Provides quotes on consumer loan payoffs.
- Handles routine file maintenance on computer system.
- Performs other duties as may be assigned.
- High School graduate.
- Previous financial branch credit union/bank experience.
- Thorough knowledge of credit union products and services.
- Must be able to respect confidential information.
- Adept at utilizing most current technology and thorough knowledge of core operation system.
- General knowledge of credit union policies and procedures.
- Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members.
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