Member CARE Rep III

Responsibilities

• Open new membership accounts and make member-directed modifications to accounts.
• Use consultative selling techniques to analyze and provide solutions for members’ financial needs; make sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
• Process signature, vehicle, and credit card loan applications via online avenues or over the phone.
• Address questions related to IRAs, Certificates, and Trust Funds.
• Stay up to date on all consumer lending products, including some equity, with experience reading, understanding, and interpreting credit reports.
• Proactively make outbound sales calls to inform members about financial services solutions that meet their needs and deepen member relationships.
• Demonstrate progressive job knowledge with the ability to mentor peers successfully.
• Check the work of peers for accuracy and communicate corrections in a positive and professional manner.
• Handle escalated calls and follow-ups as required.
• Achieve and maintain all required performance goals and quality measurements.
• Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Perform other duties as assigned.
• Answer phone calls in a timely and professional manner.
• Resolve member inquiries regarding account activity and balances, transfer funds between accounts, process wire transfers, stop payments, order checks, process checks by phone, and handle debit/ATM card processing.