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Member Service Representative Roamer

Company: Navy Army Community Credit Union
Location: Corpus Christi
Posted on: March 17, 2023

Job Description:

Join our NavyArmy Credit Union Family! Serving South Texas for 65 Years, NavyArmy Community Credit Union offers friendly, small-scale service with high interest checking and savings accounts, loans with fast and easy financing, and great tools for growing your money. Navy Army is among the best Credit Unions in Texas, by Forbes Magazine! We offer a wide range of career opportunities from Tellers to Information Technology and Customer Service to Facilities. We are looking for talent to support our growing branch and on-line networks. Our vision is to meet the financial needs and goals of our members. We do this by offering financial services to individuals and families when others say No, we say Yes! We believe the same about YOU - if you have a great attitude, care about your community and others - Yes, we can help build your Career! Why Should You Apply? * Team Oriented Culture - we support one another. * Managers and Leaders that Care about YOU! * Service Minded Organization, we are here to support our community. * Opportunities for Career Growth and Professional Development * Competitive total rewards (wages, incentives, and benefits) * Part Time and Full Time Opportunities PRIMARY OBJECTIVE OF POSITION Responsible for establishing new and increasing existing member account relationships through sales and referrals. Serves as an initial sales and service contact for new and existing members. ESSENTIAL JOB FUNCTIONS SALES * Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services. * Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved. * Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members. * Responsible for referring sales opportunities to other lines of business. * Complete loan review to include recommendation of decision and forward to underwriters for decision. * Communicate loan decisions with members SERVICE * Maintains excellence in delivering member service and exceeding the credit union and department service standards. * Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, processing loans, processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and performing general file maintenance. * Authorizing, approving, and researching transactions; performing overrides, approving check holds, and making check cashing decisions * If applicable, provide access and servicing to safe deposit box for members. BRANCH SUPPORT * Provide assistance at other locations which includes travel to and from other branch locations within region. * Consistently takes initiative and utilizes sound judgment in decision-making and higher-level problem solving, up to and including lending decisions and/or authority. * Fosters a team environment with the ability to interact well, and in a positive manner with branch staff. COMPLIANCE & REGULATIONS * Maintain accurate data entry in regards to member records, maintenance, and transactions; have the ability to find and correct errors. * Ensure the protection of the credit unions interest in matters of adequate documentation; includes but limited to: loan, title work, and account packets. * Adherence to security, internal control procedures, policies and applicable laws and regulations. * Adhere to mandatory compliance, product, and credit union training. All other duties as assigned. RELATIONSHIPS AND CONTACTS Reports To: Roaming Branch Manager Contacts: Frequent contact with members and other departments face to face and by telephone. Requirements EDUCATION Requires a High School Diploma or GED EXPERIENCE Two (2) years of experience in assessing and meeting customer/member needs through customer service and cross-selling/upselling products and services, with at least 1 of those years in lending origination is required. Banking or Credit Union experience preferred. PHYSICAL Position involves wrist/hand manipulation; restriction to work station for extended periods of time. May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents. Communication abilities required by this job incudes clarity in speech and hearing for effective staff/member interaction. Must be able to drive a vehicle and have a valid drivers license in order to travel to other locations as scheduled or needed. MENTAL Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must have a strong ability to read and carry out various written instructions and follow oral instructions. Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence. The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. EQUIPMENT SKILLS Personal computer with windows environment, scanner, teller cash machine, cash advance machine, calculator, copy machine, Debit card imprinter. The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as detailed description of all work requirements that may be inherent in the job.

Keywords: Navy Army Community Credit Union, Corpus Christi , Member Service Representative Roamer, Other , Corpus Christi, Texas

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