Member Services & Personal Banking Specialist II

KEMBA Financial Credit Union; Pickerington (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

KEMBA Financial Credit Union in Pickerington, OH, is seeking a Member Services Representative II to join our sales and service-focused team. You will work directly with members to recommend products, resolve issues, and help meet financial goals in a high-contact environment.

Ideal candidates have 1–2 years in sales or customer service, strong attention to detail, and comfort with basic Windows PC operations.

Qualifications

• High school diploma or equivalent education or experience.
• One to two years of experience in a sales/customer service environment.
• Prior experience in a financial/banking institution preferred.
• Strong organizational skills and attention to detail.
• Must value a high degree of accuracy.
• Basic PC skills (Windows).

Responsibilities

• Recommends products and services that assists in meeting Member's financial needs
• Resolves Member issues through listening, problem solving, and offering solutions
• Meets or exceeds all sales, service and productivity goals established for this position
• Answers and responds to Member inquiries and questions
• Performs file maintenance and account changes as necessary
• Establishes and maintains professional relationships with Members
• Resolves Member requests and questions promptly, courteously, and professionally
• Keeps Members informed of Credit Union services and policies
• Maintains and projects the Credit Union’s professional reputation
• Works as a team member with other KEMBA Associates
• Keeps supervisor informed of area activities and significant problems
• Completes required reports and records accurately and promptly
• Attends meetings as required
• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
• Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.

Skills

Customer service

Sales skills

Communication

Problem solving

Team player

Education

High school diploma or equivalent

Tools

Windows

Job description

KEMBA Financial Credit Union in Pickerington, OH, is seeking a Member Services Representative II to join our sales and service-focused team. You will work directly with members to recommend products, resolve issues, and help meet financial goals in a high-contact environment.

Ideal candidates have 1–2 years in sales or customer service, strong attention to detail, and comfort with basic Windows PC operations.