Member Wellness Coach

University Credit Union; Davis (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

University Credit Union in Davis, CA is seeking a member service representative to deliver face-to-face, phone, and digital channel assistance, promote credit union products, and build loyal relationships with members in Davis, CA.

You will process transactions and memberships, assist with share accounts and consumer loans, complete documentation, resolve account issues, and suggest improvements to streamline operations while providing accurate, courteous service.

Responsibilities

• Delivers face-to-face/phone/digital channel service to members requesting account assistance.
• Provides consultative services by assessing member needs, addressing concerns, gaining agreement, and referring to partners as needed.
• Processes member transactions efficiently and accurately with personal care.
• May process new memberships, share accounts, consumer loan requests, and general consumer loan funding as requested by members.
• Completes documentation for accounts and loans according to credit union procedures.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering debit/ATM cards, etc.
• Performs research on accounts, identifies and corrects member account problems.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.

Job description

POSITION PURPOSE/STATEMENTDelivers on University Credit Union’s CHAMPION Values to engage in behaviors that create member and team member loyalty.Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.Essential Job Functions:• Delivers face-to-face/phone service/digital channel to members requesting account assistance.• Provides consultative services to members regarding credit union products and services by assessing the member's needs, addressing their concerns, gaining agreement, and referring to partners as needed.• Processes member transactions efficiently and accurately with personal care. Contributes to the departmental goals by processing member requests with sense of urgency.• May process new memberships, additional share accounts, account servicing, consumer loan requests, and general consumer loan funding as requested by members.• Completes documentation for accounts and loans according to credit union procedures.• Performs various file maintenance including processing requests for a change of address, check orders, and ordering debit/ATM cards, etc.• Performs research on accounts, identifies and corrects member account problems.• Provides suggestions for streamlining department and credit union operations.• Performs other related duties as assigned or requested.