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Full-Time

Member Service Representative II

Posted on 9/25/2024

The Walt Disney Company

The Walt Disney Company

10,001+ employees

Leading producers & providers of entertainment and information

Compensation Overview

$20.46 - $28.13Hourly

Junior, Mid

Anaheim, CA, USA

Category
Commercial Banking
Finance & Banking
Required Skills
Sales
Communications
Requirements
  • Two years financial and sales experience is required.
  • Excellent member service and conflict resolution skills
  • Effective sales skills
  • Strong problem-solving skills
  • Clear and open communication skills
  • Flexible; easily adapts to change
  • Strong time-management skills & ability to multi-task
  • Organized; manages time well
  • Responsible; takes initiative and works independently
  • Strong teamwork skills
  • High School or GED (required)
  • NMLS Certification (required)
  • Ability to use a personal computer and related software applications including Microsoft Outlook. (required)
Responsibilities
  • Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high integrity.
  • Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities.
  • Outbound calling for Member Service and Sales, following the 2/2/2 program
  • Ensures that all Members' needs are met and commitments to them are kept; providing "5 Star Service" to every member, every time.
  • Promotes the credit union's objective and promotions by using advisory skills and cross-selling additional products and services to deepen the business relationship while improving the credit union’s profitability through continued loan growth and increased assets placed with the branch.
  • Has thorough knowledge of the consumer loan process. Ensures all loan documentation meets and exceeds quality control standards.
  • Subject matter expert level of product knowledge to communicate features and benefits of all Credit Union products and services. Educate Members on how to become financially responsible.
  • Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.
  • Ensures that all memberships documents are processed by meeting and exceeding quality control standards as outline in the policy, including CIP, OFAC, Chexsystems, etc.
  • Assumes ownership and responsibility in all areas of your role, including assigned task and projects.
  • Assists the department by completing projects and reports related to the department; provides suggestions to streamline department and credit union operations.
  • Be knowledgeable of branch and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and all problems that may arise.
  • Maintains a high degree of flexibility in support of branch needs.
  • Performs other related duties as assigned or requested.
The Walt Disney Company

The Walt Disney Company

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Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

1923

INACTIVE