Member Service Representative

CCU; Kalamazoo (MI); On-site; USD 35,000 - 45,000; Full time

Job summary

CCU in Kalamazoo is seeking a Member Service Representative to provide exceptional member service and assist with basic financial transactions. This role involves opening accounts, handling loans, and cross-selling credit union products to meet individual sales goals.

The ideal candidate will possess strong communication, problem-solving skills, and a dedication to serving members. Availability until 6:30 PM on weekdays is required. Join us to help our members succeed financially.

Qualifications

• Excellent written and verbal communication skills.
• Strong listening abilities and professional image.
• Ability to solve problems and manage difficult interactions.

Responsibilities

• Provide superior member service and enhance member relationships.
• Assist with financial transactions and open new accounts.
• Cross-sell credit union products and recognize referral opportunities.

Skills

Communication skills

Listening skills

Problem-solving skills

Empathy skills

Technological proficiency

Job description

Join our sales and service team, where providing exceptional member service is our core philosophy.

Job Description

Our Member Service Representatives (MSR) are responsible for providing superior member service and sales to enhance member relationships and exceed member expectations. MSRs assist members with basic financial questions and concerns, open new accounts, handle loans and act as full-service representative.

As a MSR, you will assist members with basic financial transactions and open new accounts, including IRA accounts. You will originate loan applications, make recommendations for approval and denial, and obtain application loan documents for successful loan closings. You will be responsible for possessing a working knowledge of business accounts and services and perform account maintenance when necessary. You will cross-sell credit union products and services, recognize and act upon referral opportunities to achieve individual sales goals.

Qualifications

We ask that you have excellent written and verbal communication skills, excellent listening skills, provide a professional image, ability to solve problems in a timely manner and diffuse difficult member interactions, good empathy skills, and have a working knowledge of current technology and business structures. We also require that you have availability until 6:30pm on weekdays and Saturdays until 12:30pm.

Additional Information

You must be genuine (sincere, honest and authentic), be passionate (love what you do), be purposeful (resolved and determined), like to be the solution (innovative and empowered), and be a servant leader (lead yourself and others well).