Member Service Specialist

About the role

Where Banking Feels Like Belonging At APGFCU, our values are at the heart of everything we do, empowering us as leaders in the credit union movement. We prioritize purpose and connection in how we serve our members, co-workers and communities - helping to navigate life's little and big moments.

Responsibilities

• Develop new business through the promotion of Credit Union offerings to new and existing members.
• Generate new and increased loan volume.
• Uncover member needs through personal contact and cross-sell products, automated services and other services to meet these member needs as outlined in established Credit Union goals.
• Absorb fees and charges to members as recommended by Branch Management.
• Perform a variety of savings related services and loan related duties.
• Oversee our Indirect Lending Program.
• Ensure that the policies and procedures regarding the program are met.
• Meet established Credit Union goals such as loan servicing, member servicing and growth of the Indirect Lending portfolio.
• Provide courteous and personal service to members.
• Analyze member needs, match product services to needs, and promote automated services.
• Open new accounts, make revisions to existing accounts, and complete transactions such as deposits, withdrawals, loan payments, and check cashing for the members as appropriate.
• Investigate member account problems and make determinations on refunding fees and charges, within authority, as warranted by the circumstances.
• Maintain current member files for follow-up.
• Identify members who need savings and/or loan products and services and contact members by mail or phone.
• Assist with membership calls as required for marketing of products and services and any other marketing promotions.
• Generate ideas to improve service, such as recommendation for workflow improvements and products innovation.
• Identify and communicate to Credit Union Management, product or service-related issues or improvements which could result in higher quality services for members or improved financial control for the Credit Union.
• Perform other related duties as required or directed.

Qualifications

• Equivalent to High School education with additional broad specialized training equivalent to 2 years college.
• Experience can be credited in lieu of education.
• Experience: 2 to 3 years financial institution products and services, including interviewing loan applicants and making loan decisions (loan authority).
• Sales experience preferred but not required.
• Knowledge, Skills, and Abilities: knowledge of financial institution products and services especially consumer credit laws; skills in communications, customer service, human relations, on-line computers and business math; ability to work independently and as part of a team, problem solve and make decisions. Must be numbers and detail oriented.

Compensation

COMPENSATION: $40,700.00 to $65,100.00. Compensation is based on experience and education. APGFCU provides comprehensive benefits such as medical and dental (shared expense), vision, 401(k), life and disability insurance, flexible spending account, employee assistance program, referral program, educational assistance, holidays, annual leave and sick leave. APGFCU is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability to Protected Veteran status. Please use the attached link to view the EEO law poster here. APGFCU participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You can view the details by clicking here or returning to the careers homepage. APGFCU participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU.. Puede ver los detalles haciendo clic aquí o regresando a la página de inicio de carreras profesionales.