Members First Credit Union
Member Relationship Representative/New Accounts
Members First Credit Union, Mount Pleasant, Michigan, us, 48804
Member Relationship Representative/New Accounts
Job Category : MEMBER SERVICERequisition Number : MEMBE001626Posted:
September 3, 2024Full-TimeOn-siteLocations
Blue Grass4490 E Blue Grass RoadMt. Pleasant, MI 48858, USAAre you experienced with new accounts and lending? Do you have a passion for helping members achieve financial freedom? The Member Relationship Representative assists new and existing members with their financial goals. Members First Credit Union is looking for a Member Relationship Representative that has at least one year of relatable experience. If this sounds like you, apply now to the Bluegrass Branch in Mount Pleasant.We strive to create an atmosphere of belonging with no judgment, just opportunity. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!Position OverviewThe primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To
encourage a better tomorrow
. To achieve this mission, the position must deliver on our brand promise:
We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed.
You will do this by living out our core values in every service contact to both internal and external members.Deliver on the Credit Union’s Promises in every service situationDevelop and Maintain an effective level of product knowledgeIdentify members’ financial needs and recommend appropriate Credit Union solutionsInform members of loans available within the Lending Policies of the credit unionIncrease loan volume by cross selling additional loan products, using information obtained from the member and/or credit reportOpen New Accounts, new IRA accounts, certificates of deposits, and various other share and sub accounts. Tell new members and potential members about our MFCU products and services and how the member will benefit from these products & servicesBe a visible presence in the local community. Promote the credit union and gain leads through participation in business, community, chamber, and charitable organization activities as assignedTravel is required to various branch locations to cover shortages in staffingThis position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday coverage as needed, and some outside of normal working hours for meetings and/or education/trainingsDuties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.Create opportunities for expanded member relationship by determining the needs for additional product and services; recommend appropriate Credit Union solutionsProcess member’s cash and checksOperate and balance a cash drawer as neededHandle inquiries on member’s accounts, statements, and historiesProcess check orders as neededSell Visa Gift and Travel Cards and cashier’s checks/money ordersCollect any fees as required for servicesRemind delinquent members that their payments are dueNew AccountsThoroughly explain products and services to members. Prepare and process documentation for new accounts and collect share depositAssist with the new accounts auditing processPrepare an adverse action letter when products are deniedBe knowledgeable in IRA laws and paperworkSuccessfully use effective Sales Champion skills and behaviorsActively participate in Credit Union initiatives, promotions, and achieve assigned financial service goalsBuild relationships with current and new members. Offer products and services that will help to fulfill their financial needsAssists with the onboarding process that continues to build relationship with new membersOtherAnswer telephones and handle member inquiriesProcess mail as requiredAttend education functions as requiredOther duties that may be assigned from time to timeQualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.Strive to exceed credit union, department, and personal goalsTeam orientedDependableHighly organizedProduces accurate work resultsReadily keeps others adequately informedPresents a professional imageMaintains a high level of knowledge about credit union philosophy, products and servicesFlexibilityAbility to communicate with members and other staff – clearly and conciselyGood understanding of State and Federal laws governing the account opening, servicing and lending processesCourtesy, tact, and diplomacy are essential elements of the job.Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to move or transport up to 25 pounds.Able to remain stationary for 2-4 hours at a timeMust maintain a neat and orderly work area.Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.Education and Experience
Minimum high school graduate or equivalentMinimum 1-2 years related experienceSkills in Microsoft Word, Excel, and OutlookThe ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 monthsLicenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Job Category : MEMBER SERVICERequisition Number : MEMBE001626Posted:
September 3, 2024Full-TimeOn-siteLocations
Blue Grass4490 E Blue Grass RoadMt. Pleasant, MI 48858, USAAre you experienced with new accounts and lending? Do you have a passion for helping members achieve financial freedom? The Member Relationship Representative assists new and existing members with their financial goals. Members First Credit Union is looking for a Member Relationship Representative that has at least one year of relatable experience. If this sounds like you, apply now to the Bluegrass Branch in Mount Pleasant.We strive to create an atmosphere of belonging with no judgment, just opportunity. We will empower you to be the best version of yourself while helping you to flourish in work and life. Come join us to help create thriving communities!Position OverviewThe primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To
encourage a better tomorrow
. To achieve this mission, the position must deliver on our brand promise:
We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed.
You will do this by living out our core values in every service contact to both internal and external members.Deliver on the Credit Union’s Promises in every service situationDevelop and Maintain an effective level of product knowledgeIdentify members’ financial needs and recommend appropriate Credit Union solutionsInform members of loans available within the Lending Policies of the credit unionIncrease loan volume by cross selling additional loan products, using information obtained from the member and/or credit reportOpen New Accounts, new IRA accounts, certificates of deposits, and various other share and sub accounts. Tell new members and potential members about our MFCU products and services and how the member will benefit from these products & servicesBe a visible presence in the local community. Promote the credit union and gain leads through participation in business, community, chamber, and charitable organization activities as assignedTravel is required to various branch locations to cover shortages in staffingThis position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday coverage as needed, and some outside of normal working hours for meetings and/or education/trainingsDuties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.Create opportunities for expanded member relationship by determining the needs for additional product and services; recommend appropriate Credit Union solutionsProcess member’s cash and checksOperate and balance a cash drawer as neededHandle inquiries on member’s accounts, statements, and historiesProcess check orders as neededSell Visa Gift and Travel Cards and cashier’s checks/money ordersCollect any fees as required for servicesRemind delinquent members that their payments are dueNew AccountsThoroughly explain products and services to members. Prepare and process documentation for new accounts and collect share depositAssist with the new accounts auditing processPrepare an adverse action letter when products are deniedBe knowledgeable in IRA laws and paperworkSuccessfully use effective Sales Champion skills and behaviorsActively participate in Credit Union initiatives, promotions, and achieve assigned financial service goalsBuild relationships with current and new members. Offer products and services that will help to fulfill their financial needsAssists with the onboarding process that continues to build relationship with new membersOtherAnswer telephones and handle member inquiriesProcess mail as requiredAttend education functions as requiredOther duties that may be assigned from time to timeQualifications and Expectations
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.Strive to exceed credit union, department, and personal goalsTeam orientedDependableHighly organizedProduces accurate work resultsReadily keeps others adequately informedPresents a professional imageMaintains a high level of knowledge about credit union philosophy, products and servicesFlexibilityAbility to communicate with members and other staff – clearly and conciselyGood understanding of State and Federal laws governing the account opening, servicing and lending processesCourtesy, tact, and diplomacy are essential elements of the job.Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Ability to move or transport up to 25 pounds.Able to remain stationary for 2-4 hours at a timeMust maintain a neat and orderly work area.Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).Protect the confidentiality of credit union staff and members by locking door or removing items from desk/workstation when away.Education and Experience
Minimum high school graduate or equivalentMinimum 1-2 years related experienceSkills in Microsoft Word, Excel, and OutlookThe ability to attain the Financial Counselor Certification (CCUFC) through CUNA within the first 6 monthsLicenses & Certifications
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
#J-18808-Ljbffr