What are the responsibilities and job description for the Member Service Representative position at DORT FINANCIAL CU?
Are you passionate about helping people achieve their financial goals? If so, Dort Financial Credit Union is looking for team members who will execute Our Mission: Enrich people's lives: members, employees, communities. Our Vision: To be the leader in our industry by providing quality financial services, developing an empowered and diverse team, and making our communities a better place to live. Our Values: Empowerment, Accountability, Transparency, Collaboration, and Volunteerism.
We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Telemedicine. We also offer a matching 401 (k) including a safe harbor, and paid time off including holidays.
Come join our team. Apply today!
Purpose of Position: To provide a full range of Credit Union services. Interviews and counsels loan applicants and enrolls new members; describes services offered, answers members questions regarding a variety of services. Assists new/existing members in selection of services; including loans, cash, and (teller) services. Reconciles member problems and accounts. Builds and strengthens member relationships by matching the members’ financial needs to the Credit Union’s products and services at every opportunity. This position requires someone who is very positive and outgoing with good communication skills. The job specifically entails:
- Financial counseling
- Educating members on how to better manage their money
- Pointing out to members what they are currently paying on loans
- Explaining how the Credit Union can help enhance their credit scores; so the members can not only pay us less but also pay other creditors less
- Effectively use tools such as members’ loan applications and credit reports
Minimum Formal Education: High School Diploma or GED required, Bachelor’s degree preferred.
Experience: At least one year or more of credit union or financial experience in customer contact preferred.
Other Requirements: Must be bondable. Must possess a working knowledge and experience in Microsoft Office or similar software.
