Member Service Representative II

About the role

The Member Service Representative II (MSRII) position at Center Parc Credit Union (CPCU) is a Full-Time non-exempt (Hourly) role. Reports to the Branch Manager/Operations Manager. The target hiring pay range is $18.98 - $23.73 per hour.

Responsibilities

• Provides service to members in a variety of settings including periodic assignments to work at various CPCU locations.
• Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
• Serves as a lead teller and assists in opening new member accounts and assisting existing members with changes and updates on their accounts.
• Completes member relationship-building assignments such as follow-up calls, pre-determined member contact intervals, incentive announcements, and acknowledgment of important dates.
• Engages in needs-based dialogue with members to fully understand the member's financial needs and recommends and positions credit union products and services that meet the member's needs.
• Makes referrals to internal partners for product delivery and engages in member retention conversations.
• Completes outbound calls and engages in member retention conversations.
• Manages day-to-day tasks through indirect reporting relationships or through a matrixed management approach.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date knowledge of all retail and account opening procedures and follows all practices to mitigate fraudulent activity and unnecessary risks.
• Maintains up-to-date product knowledge and understands the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members, and engage in needs-based dialogue to suggest products or services based on the member's goals or segmentation.
• Maintains up-to-date