Member Service Representative II

tcfcu; South Portland (ME); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

401K employer match

Profit sharing

Paid vacation

Paid holidays

Volunteer days

Job summary

Town & Country FCU seeks a motivated Member Service Representative II to empower members in managing finances and achieving lifelong goals. The role focuses on creating an open, collaborative environment, explaining services, and generating additional business with potential consumer and business members.

The position involves loan interviews, evaluating documents for compliance, loan closings, and assisting members with new accounts and service requests.

Qualifications

• One to three years of similar or related work experience.
• High school education or GED.

Responsibilities

• Build relationships with members and provide first-class service.
• Conduct loan interviews, review loan documents and determine conditions meet standards.
• Close loans and cross-sell additional products and services.
• Assist members with opening new accounts and handle service requests.

Skills

Customer service

Conflict resolution

Diplomacy

Discretion

Communication

Relationship building

Education

High school diploma or GED

Job description

Member Service Representative II

We are looking for a highly motivated individual interested in joining one of the most innovative Maine-based financial institutions. You will have the chance to empower members to better manage their personal finances and help them reach their lifelong financial goals.

As a proud not for profit financial cooperative, Town & Country supports many charitable causes important to our members and the communities we serve. Habitat for Humanity, the Maine Cancer Foundation, Eastern Trail Alliance are just a few organizations we not only support financially but with our time. Employees enjoy the opportunity to connect with these and many other organizations through meaningful community projects.

Function and Responsibilities

Building relationships with our members, and offering first-class service is a top priority at Town & Country FCU. The Member Service Representative II strives to deepen member relationships by creating an open collaborative environment, to explain services to potential consumer and business account members, to generate additional business, and to promote positive public relations.

Member Service Representative II conducts loan interviews, reviews and evaluates information on loan documents to determine loan conditions meet credit union and regulatory standards, and conducts loan closings and cross sells additional products and services. They assist members with opening new accounts as well as miscellaneous service requests.

Salary $25.00-26.00 hr.

Experience & Education

One to three years of similar or related work experience. High school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Physical Requirements

• Enters and locates information on computer.
• Presents information to individuals and/or small or large groups.
• Communicates effectively in person or by using electronic equipment and devices.
• Creates documents, reports, etc., using a computer, pen, pencil or other means of recording information.
• Grasps and manipulates objects of different size and weight, requiring fine motor skills and hand-eye coordination.
• Visually locates and identifies information, often in small print.
• Reads information, often in small print.
• Sits at desk for extended periods of time.
• Repetitive motion with hands and arms while using computer.
• Lifts up to 25 lbs.

Location

This position is for one of our six branches located in either South Portland, Portland, Scarborough, or Saco.

Benefits

Medical (HSA), dental, vision, disability insurance, life insurance, Maine Paid Family Medical Leave, Employee Assistance Program, incentive earning added income, 401K employer match, profit sharing, generous paid vacation and paid holidays, paid volunteer days, tuition reimbursement, free corporate logo wear, credit union product discounts, and lots of perks!