Harbor Pointe Member Experience Professional II - Branch

Job Responsibilities

• Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities.
• Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales.
• Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members.
• Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions.
• Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability.
• Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices.
• Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility.
• Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates.
• Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc.
• Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees.

Education Level

High School or GED (required)

Years of Relevant Work Experience

3 to 5 years

Language Skills

Spanish (Preferred)

Certifications, Licenses, Registrations, etc.

• CA Notary - Required
• NMLS Certification - Required

Other Training, Technical Skills, or Knowledge

• Ability to use a personal computer and related software applications including Microsoft Outlook.
• Experience using Episys - Preferred
• Experience using Springboard - Preferred
• Experience using Verafin - Preferred

Personal Attributes

• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem-solving and decision making skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management skills & ability to multi-task
• Organized; good time manager
• Responsible; takes initiative and works independently
• Strong teamwork skills