Member Representative II

The Member Representative II plays a vital role in the Credit Union by handling a wide range of member services, including opening and closing accounts, taking and processing loan requests, and assisting with bookkeeping and digital services.

Requirements

• Understands Credit Union philosophy and operations.
• Solves problems and provides thoughtful solutions to members' financial and digital needs.
• Keeps up to date on Credit Union regulations, policies, and procedures.
• Maintains cash balances in drawers/vaults accurately.
• Provides excellent communication.
• Active participation in phone queues.
• Identifies and cross-sells appropriate deposit, loan, and digital products by assessing members' financial needs and offering suitable products.
• Meets individual goals on a consistent basis and works with the team to ensure team production goals are met.
• Promotes branch business development and seeks to broaden the member base.
• Cross-sells Credit Union services actively and professionally.
• Maintains and projects the Credit Union's professional reputation.
• Maintains privacy of member account information.
• Ensures that the work area is clean, secure, and well-maintained.