Member Connection Center Rep

*First Peoples Community Federal Credit Union* *POSITION PURPOSE* To assist members/potential members by understanding and fulfilling their credit union needs; answers questions, conducts initial interview for loan applications, explains services, sets up money market and certificate accounts, processes verification of deposits, directs external e-mails to the appropriate individuals for processing, responds to problems, and directs members to the appropriate people.
Performs a variety of account and records maintenance functions.
*ESSENTIAL FUNCTIONS AND BASIC DUTIES* 1.
Assists members with the opening and closing of all account types 2.
Conducts initial loan interview; determines member’s needs, completes application and forwards to appropriate branch office for additional processing.
3.
Answers questions and resolves more in-depth problems.
Refers situations, within the scope of the member connection center, that are beyond their authority to the Member Connection Center Management Team, along with their recommendations.
4.
Provide members routine information concerning their account.
Directs member to appropriate department for more complex or specialized service needs.
5.
Maintain accurate member records.
This includes account files, scanned records etc… 6.
Takes an active role in learning and understanding our members’ needs and to fulfill those needs by cross-selling the appropriate credit union products and services.
To increase member awareness of the products and services offered by the credit union.
7.
Assists with opening and closing of the Member Connection Center 8.
Processes external e-mail requests and forwards e-mails to appropriate individuals.
9.
Performs other duties as assigned.
*PERFORMANCE MEASUREMENTS & EXPECTATIONS* 1.
Job duties are efficiently, accurately, and effectively performed in accordance with established policies and standards.
2.
Security procedures are understood and adhered to by all Service Representatives.
3.
Transaction drawers are to be balanced within ten minutes after the department has shut down or within ten minutes of serving their last member.
Any balancing discrepancies should be reported to the manager on duty.
4.
To meet accuracy standards as defined in policy and procedures.
5.
Good business relations exist with members.
Members' problems or questions are courteously and promptly answered and resolved.
6.
To establish a good working relationship through teamwork and coordination with co-workers and management, both within and external to the department.
7.
To insure that reports and records are accurate and completed in a timely manner.
8.
The Credit Union’s professional reputation is maintained and conveyed.
10.
Transaction levels, balancing, errors, etc.
are in line with Credit Union standards.
11.
To meet sales and service level goals 12.
Comply with the Information Security Policy and the Business Ethics and Conduct Code.
*QUALIFICATIONS* EDUCATION/CERTIFICATION: High school graduate or equivalent.
Training for member connection center certification completed and passed.
REQUIRED KNOWLEDGE: Basic understanding of Credit Union operations Understanding of the credit unions products and services Understanding of Credit Union philosophy Knowledge of basic accounting EXPERIENCE REQUIRED: Six months to two years of experience as a financial service or call center representative at a full-service financial institution SKILLS/ABILITIES: Excellent communication skills Good interpersonal skills Ability to multi-task Ability to use and operate a phone system Attention to detail Solid math skills Ability to operate related computer software and telephone *PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION* TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information through a phone system.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time.
Exerts up to 10 lbs.
of force occasionally.
(Almost all office jobs.
) *WORKING CONDITIONS* NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).
*MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION* REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.
Able to interpret various instructions.
MATHEMATICS ABILITY: Ability to perform basic math skills and to use decimals to compute ratios and percentages, and to draw and interpret graphs.
LANGUAGE ABILITY: Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs.
Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.
*INTENT AND FUNCTION OF JOB DESCRIPTIONS* Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.
They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.
Well-constructed job descriptions are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.
Peripheral tasks, only incidentally related to each position, have been excluded.
Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.
In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.
Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.
However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts.
The organization maintains its status as an at-will employer.
Employees can be terminated for any reason not prohibited by law.
' Work Remotely * No Job Type: Part-time Pay: From $15.
75 per hour Expected hours: 24 – 29 per week Benefits: * 401(k) * Paid time off Physical setting: * Call center Schedule: * Day shift Application Question(s): * Our Member Connection Center is open: Monday - Friday 7am – 6pm and Saturday 8am – 1pm.
You must be available to work all shifts during these hours.
Are you available for all working hours? Education: * High school or equivalent (Required) Experience: * Call Center: 1 year (Preferred) * Financial services: 1 year (Preferred) Work Location: In person