Member Service Representative II (Personal Banker - Sales)

Duties And Responsibilities

• Recommends products and services that assists in meeting Member's financial needs
• Solves Member issues through listening, problem solving, and offering solutions
• Mets or exceeds all sales, service and productivity goals established for this position
• Answers and responds to Member inquiries and questions
• Performs file maintenance and account changes as necessary
• Establishes and maintains professional relationships with Members
• Resolves Member requests and questions promptly, courteously, and professionally
• Keeps Members informed of Credit Union services and policies
• Maintains and projects the Credit Union’s professional reputation
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management
• Works as a team member with other KEMBA Associates
• Keeps supervisor informed of area activities and significant problems
• Completes required reports and records accurately and promptly
• Attends meetings as required
• Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
• Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures
• Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
• On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs

Required Qualifications

• A high school diploma or equivalent education or experience
• One to two years of experience in a sales/customer service environment
• Prior experience in a financial/banking institution preferred
• Strong organizational skills and attention to detail
• Must value a high degree of accuracy
• Professional demeanor
• Effective communication skills
• Basic PC skills (Windows)
• Assertive problem-solving skills

Physical Demands

• Regularly required to sit
• Frequently required to use hands to manipulate, handle, feel, and talk or hear
• Occasionally required to stand and walk
• Occasionally lifts and/or moves up to 15 pounds
• Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus