Member Service Concierge — Banking & Solutions

Financial Partners Credit Union; South San Francisco (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

Financial Partners Credit Union seeks a welcoming Member Services teammate to greet members, guide them with the Personal Teller Machine and convenience services, and set up mobile and online banking. You will advise on deposit accounts and introduce loans and planning options through referrals to specialists, increasing member relationships through proactive sales.

Strong communication, listening, and customer-service skills are essential.

Qualifications

• Requires high school diploma or GED; AA/AS preferred.
• Six months of customer service/sales experience.
• Must read/write English and input/read data on PC.
• Strong verbal communication skills required.
• Proficient with MS Office applications.
• Ability to use multiple systems simultaneously.

Responsibilities

• Greet members and provide concierge service.
• Assist members with Personal Teller Machine and convenience services.
• Set up mobile, online and e-Banking for members.
• Advise on deposits and accounts and cross-sell products.
• Refer loan opportunities to Banking Officers or financial planning to appropriate teams.
• Proactively identify opportunities to deepen member relationships.
• Educate members on mobile, e-banking, e-quest, bill pay and ATM services.
• Telemarket and follow up on new accounts to maximize utilization.
• Maintain neat, organized work area and support other branches as needed.

Skills

Customer service

Sales

Communication

Listening & questioning

Education

High school diploma

Associate’s degree preferred

Tools

Microsoft Office (Outlook, Excel, Word)

Job description

Financial Partners Credit Union seeks a welcoming Member Services teammate to greet members, guide them with the Personal Teller Machine and convenience services, and set up mobile and online banking. You will advise on deposit accounts and introduce loans and planning options through referrals to specialists, increasing member relationships through proactive sales.

Strong communication, listening, and customer-service skills are essential.