Universal Member Representative

Scient FCU
New Haven
Full Time
Posted
4 weeks ago

SERVICE STANDARDS:

Act as a catalyst and promoter, reinforcing the following credit union’s service standards: · We always act in the best interest of our members.

  • We own, respond, and expeditiously resolve member questions/concerns.
  • We look for ways to innovate and improve the member experience.
  • We continuously seek the opportunity to learn and grow.
  • We maintain the highest degree of professionalism in appearance, language and behavior.
  • We protect the privacy and confidentiality of all member and Credit Union information.

RESPONSIBILITIES: 

  • Ensure all transactions are within Scient’s policies and procedures. Approve transactions and exceptions within defined authority levels.
  •  Resolve member issues and/or complaints through actively listening and asking questions to determine the member’s desired outcome. Follow up with the member through to completion to ensure the member is highly satisfied. 
  • Ensure compliance with branch operations and security procedures, and that they are being adhered to within established guidelines for the service center at all times.
  • Be a role model by projecting and maintaining a professional and courteous manner. Foster a team environment by working alone or with fellow staff to complete daily tasks and accomplish goals.
  • Maintain and balance a cash drawer according to Credit Union standards. Assist tellers with problem solving and balancing daily work as necessary.
  •  Act as a Member Financial Representative when needed. This will include such duties as opening memberships, new accounts and all other inquires and/or maintenance requests related to members’ accounts
  • Perform administrative duties such as ordering supplies and keeping a safe, clean work area. · Refer products and services by cross-selling to meet member needs as well as attaining individual and service center goals with a particular emphasis on member relationships. This will contribute to the attainment of individual and branch goals and overall corporate metrics.
  •  Performs other duties as assigned.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Orientation toward excellence in results. Functions effectively across organization boundaries without bias. Able to look at problems and issues from many perspectives. Takes initiative and embraces new methods. Maintains a sense of urgency.
  • Proficient in customer awareness (internal and external). Knowledgeable in Scient departmental operations. Understands user (internal customer) needs. Able to accurately evaluate and predict the effect of decisions and how they relate to external customers.
  • Good analytical skills. Objectively analyzes situations and potential consequences to determine best resolution. Makes appropriate decisions in a timely manner. Accurately assesses the quality of most decisions and recommendations.
  • Strong Interpersonal Understanding –Anticipates actions and has a plan to deal with them. Focuses on the situation, not the person. Has a balanced view of others’ specific strengths and developmental needs.
  • Excellent written, listening, and oral communication skills. Effectively transmits and receives information through a wide variety of sources. Able to effectively communicate across functional departments and across all levels within the organization.
  • Exceptional knowledge of credit union policies and procedures. Thorough knowledge of credit union products and services to support members and co-workers to answer questions and to resolve issues. Use sound judgment when recommending a product or service as a solution or when making exceptions.
  • Ability to adapt. Must be willing to multitask and change priorities as different situations arise.

KNOWLEDGE, OTHER SKILLS AND ABILITIES:

  • Comply with job related regulatory requirements including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending Regulations.
  • Demonstrated ability to understand cause and affect relationships.
  • Willing to change priorities to meet changing demands.
  • Well-versed in all retail products and services.
  • Understands how product or service meets member satisfaction levels. Able to overcome objections and gain commitment.
  • Ability to operate a personal computer with a high level of proficiency in such software applications as word processing and spreadsheets. Ability to utilize other technological resources such as the Internet and e-mail.

EDUCATION and/or EXPERIENCE:

  • Two to four years related experience and/or training.

CERTIFICATIONS: Notary Public

SUPERVISORY RESPONSIBILITIES:

Under the direction of management, you will be responsible for supervision of the FSR’s. This position carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include opening and closing the service center, directing work, addressing complaints and resolving problems.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform their responsibilities. Noise level in the work environment is usually moderate. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform their responsibilities. While performing the duties of this job, the employee is required to stand; sit; use hands to finger, handle, grasp or feel; stoop; knee; crouch; push; pull; reach with hands and arms; repetitive motion; lift; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs and frequently up to 10 lbs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

 

  • This job is full time 37.50 hours
  • Temporary position that could  become permanent
  • Located in our New Haven office.
  • Signing bonus  -  $500.00
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Tuition reimbursement
  • Vision insurance