Member Services Float
About the role
At Unitus, each employee has an opportunity to make a difference for our members. The Member Services - Float provides sales and service duties at multiple branch locations, call center, and virtual branch. Traveling between branches is required. This position assists members in processing basic and intermediate teller transactions accurately in a fast-paced environment in accordance with the established policies, procedures and authority levels. The Member Services Float initiates referrals and cross-sell opportunities for members for appropriate products and services based on member needs. The Member Services Float is proficient in opening new and maintaining existing accounts along with the products and services the Credit Union offers. These products include but are not limited to basic, consumer, deposit, and lending. The Member Services - Float provides exceptional member service while ensuring proper data collection and compliance with Federal, State, and Credit Union requirements. This position also provides back up to the Call Center and Virtual branch. This includes support for inbound and outbound member calls, emails, and providing assistance to members in processing financial transactions in accordance with established policies, procedures and authority levels. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents. We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing!
Responsibilities
- Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
- Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
- Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
- Collaborate with other staff in branches or departments to research and resolve questions or concerns
- Exceed sales and service goals designed with a member focus