Position Summary. POSITION SUMMARY. This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seekin...
Service Associate II is to assist Mountain America Investment Services Wealth Advisors by answering calls, scheduling appointments, task management, paperwork processing, member interaction management, third-party call interactions, and data analytic Member Service, Associate, Wealth Advisor, Service, Processing, Operations, Retail, Banking
Job Description. Job Description. We're looking for an experienced Member Service Associate to join our Burlington branch. This team member will provide efficient, accurate, and polite service to members while gaining insight into their financial needs. Listens attentively to member needs and provides solutions that best suit the member’s needs and goals. Primarily uncovers member financial goals and needs through discovery conversations, while d...
Job Description. Job Description. We're looking for an experienced Member Service Associate to join our Brattleboro branch. This team member will provide efficient, accurate, and polite service to members while gaining insight into their financial needs. Listens attentively to member needs and provides solutions that best suit the member’s needs and goals. Primarily uncovers member financial goals and needs through discovery conversations, while ...
Member Service Associate. Highly competitive compensation package offered. Purpose. Responsible for conducting monetary transactions (teller duties) and inquiries as well as conducting in-depth interviews with all levels of present and potential members in regards to products and services offered by the Credit Union. When assigned to call center, provide all services utilizing the telephone and/or email/chat to answer inquiries and assist members...
POSITION PURPOSE. This position is responsible for selling the credit union's products and services to provide members with all financial services appropriate for their needs. The successful candidate will have demonstrated ability to work as a team member, have a proven sales record, be able to analyze member problems and also find beneficial solutions for members and makes a commitment to provide quality service to members. This position meets ...
PRIMARY FUNCTION. The responsibility of the Member Service Associate is to meet and exceed our member’s service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately, ensuring that our member’s financial needs are being met by referring products and services to our members. This position is responsible for providing education for our members about Credit Union products and servi...
