Member Service Representative II
応募 後で応募 Job ID 10102533 勤務地－都市 グレンデール, カリフォルニア州, アメリカ合衆国 勤務地－国 Partners Federal Credit Union 掲載日 2024/10/01仕事内容:
The Member Service Representative (MSR) II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partner’s Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions.
The MSR II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively.
Essential Responsibilities:
Lead Generation and Networking
- Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
Outbound Member Service and Sales
- Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales
Transaction Processing
- Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
Member Needs and Financial Solutions
- Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
Cross-Selling and Promotion
- Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
Loan Processing and Mentorship
- Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
Product Knowledge and Member Education
- Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
Membership Account Management
- Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
Quality Control and Compliance
- Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
Branch Operations and Notary Responsibilities
- Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.
Years of Relevant Work Experience: 3 to 5 years
Language Skills: Spanish (preferred)Certifications, Licenses, Registrations
Required?
Preferred?
- FL/CA Notary (specify for job location)
Yes
- NMLS Certification
Yes
- Medallion Signature Guarantee Certification
Yes
Other Training, Technical Skills or Knowledge
Required?
Preferred?
Ability to use a personal computer and related software applications including Microsoft Outlook.
Yes
Experience using Episys
Yes
Experience using Springboard
Yes
Experience using Verafin
Yes
Abilities and Behaviors
- Excellent member service and conflict resolution skills
- Effective sales skills
- Strong problem-solving and decision-making skills
- Clear and open communication skills
- Flexible; easily adapts to change
- Strong time-management skills & ability to multi-task
- Organized, good time manager
- Responsible; takes initiative and works independently
- Strong teamwork skills
Two years’ experience in the financial industry and credit unions is required.
• Two years’ experience in teller cash handling and cash dispense machines is required.
• Experience in sales is preferred.
• Previous supervisory experience preferred
Performance Standards
- • Balancing Standards
• Balancing Percentage
• Member Satisfaction
• Transaction Quality
• Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals)
• Partners Wealth Management (Total Referrals / Qualified Referrals)
• Review Membership Applications (Membership Officer)
• Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans)
• Autoland / Auto Advisor referrals (Total referrals/qualified referrals)
• Review and submit the monthly Teller Over / Short report to the Branch Service Manager
• Assist and/or complete with the Branch Service Manager the Internal Verification Program (IVP) and submit the packet to the Branch Service Manager
The hiring range for this position in California is $20.46 to $28.13 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Partners Federal Credit Union について:
50年以上の間、Partners Federal Credit Unionは125,000人を超えるお客様に、アクセス性に優れ便利な高品質のPartners Differenceサービスを提供してきました。さらに、普通預金、当座預金、ローン、資産管理、最新の革新的な口座アクセス等、メガバンク並の多彩な金融商品も提供しています。また、銀行サービスにおいて群を抜く品質の良さを誇るThe Walt Disney Companyにいつでもご連絡いただける特別サービスもご利用いただけます。Partnersは、キャストにサービスを提供する真のキャストであり、他の金融機関にはないつながりと高品質のサービスを提供します。Partnersに加入して、一生の会員資格を得ませんか。私たちは会員の皆さまを、人生のあらゆるステージにおいて真心を尽くしサポートいたします。また、The Walt Disney Companyとの連携により、Partnersんお従業員は全員Disneyのキャストとなります。
The Walt Disney Company について:
The Walt Disney Companyは、その子会社・関連会社とともに、多様性あふれる国際企業として、Disney Entertainment、ESPN、Disney Experiencesの3事業を柱に、ファミリー向けエンターテインメントとメディアの世界をけん引しています。1920年代に小さなアニメ・スタジオとしてスタートしたDisneyは、今日のエンターテインメント業界において卓越した存在となりました。ディズニーは今後も、子供から大人まで、ご家族のだれもが楽しめる一流の物語や体験を生み出し続けます。Disneyのストーリーやキャラクター、体験は、世界中のあらゆる場所の消費者やお客様に届けられています。当社は40カ国以上で、従業員とキャストメンバーが一丸となり、世界的にも地域的にも歓迎されるエンターテインメント体験を創出しています。
このポジションは Disney Enterprises, Inc. という事業部門の一つである Partners Federal Credit Unionでのお仕事です。
Disney Enterprises, Inc. は機会均等雇用主です。応募者は、人種、宗教、肌の色、性別、性的指向、ジェンダー、性自認、性表現、国籍、家柄、年齢、配偶者の有無、軍役経験の有無やその地位、健康状態、遺伝情報や障がい、または連邦法や州法、地方法で禁止されているその他の法的根拠に関係なく、雇用の検討対象となります。Disneyは、すべての人々のアイデアと決断が、成長、革新、最高のストーリーの創造に役立ち、絶えず進化する世界において、価値ある存在になれるよう支援するビジネス環境を支持します。