What are the responsibilities and job description for the Member Services Representative position at BayPort Credit Union?
Job Details
Description
The primary purpose of this position is to provide quality service to the Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include opening new accounts for members to include but not limited to: loans, IRA’s, and certificates; resolving problems with members’ accounts, interviewing loan applicants, processing loan requests, responding to members’ requests in a timely, professional manner and processing members’ requested financial/cash transactions.
Responsibilities Include
Required Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures.
Required Education: Education up to the equivalent of a four-year high school education.
Required Experience: Previous teller experience or member service experience is required.
Skills/Abilities: Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
Description
The primary purpose of this position is to provide quality service to the Credit Union members. This is accomplished by serving as a liaison between the member and the credit union; greeting and welcoming credit union members in a professional and timely manner; providing information to current as well as prospective members on membership eligibility, account types, loan products and any other services the Credit Union offers. Other duties include opening new accounts for members to include but not limited to: loans, IRA’s, and certificates; resolving problems with members’ accounts, interviewing loan applicants, processing loan requests, responding to members’ requests in a timely, professional manner and processing members’ requested financial/cash transactions.
Responsibilities Include
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It’s On Me, and One Team.
- Identify member needs and provide information on membership eligibility, account types, loan products and other Credit Union services.
- Open new accounts, complete Credit Union onboarding process, process and maintain loan requests, provide detailed information on mortgage loan products.
- Respond to member requests, problems and concerns by problem solving via email, phone, and/or written correspondence.
- Educate members on Credit Union products and services that will benefit both parties by listening, anticipating member needs and recommending appropriate product solutions.
- Cultivate and retain member relationships by providing quality service with a professional positive attitude.
- Ability to adhere to BayPort Credit Union’s Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It’s On Me, and One Team.
Required Knowledge: Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures.
Required Education: Education up to the equivalent of a four-year high school education.
Required Experience: Previous teller experience or member service experience is required.
Skills/Abilities: Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office
This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.
Member Services Representative
Planet Fitness - Excel Fitness -
Norfolk, VA
Member Services Representative
Excel Fitness Management LLC -
Norfolk, VA
Member Services Representative
Planet Fitness - Excel Fitness -
Portsmouth, VA
