MEMBER SERVICE REPRESENTATIVE
POSITION DESCRIPTION: MEMBER SERVICE REPRESENTATIVE Department: BRANCH OPERATIONS Classification: Non-Exempt Reports to: Branch Manager
About the role
The MSR position is focused on using the consultative sales process to proactively identify and meet the financial needs of members. Maintains focus on acquiring new memberships and/or deepening existing member's relationships through a variety of activities. This role is responsible for processing teller transactions as well. Achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Ensures members and prospective members are promptly and professionally served. Provides general credit union information and cross-sells services. Exhibits CTFCU’s Core Values in all interactions.
Responsibilities
- Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests.
- Evaluates and verifies loan applications and credit criteria.
- Verifies employment