Member Service Representative II
Candidate-se agora mesmo! Candidatar-se depois Job ID 10100097 Local Anaheim, Califórnia, Estados Unidos Empresa Partners Federal Credit Union Data da publicação 04/09/2024Descrição do cargo:
This position is a “front line” representative for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face, as well as, by telephone providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.
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.
Basic Qualifications
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
Preferred Qualifications
Years of Relevant Work Experience: 1 to 3 years
Language Skills: Spanish (preferred)
Experience in Episys (preferred)
Experience using Springboard (preferred)
Experience using Verafin (preferred)
Required Education
High School or GED (required)
NMLS Certification (required)
Ability to use a personal computer and related software applications including Microsoft Outlook. (required)
Preferred Education
Bachelor's Degree (preferred)
The pay rate for this role in California is $20.46 - $28.13 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: https://secure-web.cisco.com/16ffu-IABXYhPShOppAn2i6WDVykiJoWDonBUXN3ueIxAOiscrff7I2kw6_9oqxdzcvL9EbdKgx8aGqMK1k0XreEykNTQYmbmAoz_gW8yiuoh1Y2DCBAszniKVj6uEfqj4_N-rQoIMlSVo7dcSYPD-KEFGi5lYoLHefok7zvfjRayIlL9l2-0LK0oXZymbyGFTWzMKFuTqrYtILLQL7Y-xMw1oOrPjq9-yNHeLNSx8oJy3mx0Fs8q4Yq6Y04LrkiPaZ8ksIOgh35H50mXAavSJsD-qJbjSiF2nkDD-CL8uqj1arY0LnX5otXH1yuE27WUgHrbMzUf8jQPUCT2mkXZTGr355yKMtC4xPYkxnU27f180hgvKbq-eb7qPJcpox0O/https%3A%2F%2Fjobs.disneycareers.com%2Fbenefits .
Sobre Partners Federal Credit Union:
Há mais de 50 anos, o Partners Federal Credit Union oferece a The Partners Difference para os nossos mais de 125.000 integrantes, com os mais altos níveis de serviço, valor, acesso e conveniência. Além disso, um conjunto completo de produtos financeiros que você encontrará nos maiores bancos, incluindo economia, verificação, empréstimos, gestão de patrimônio e o mais recente em acesso inovador à conta. E sempre com uma conexão exclusiva para a The Walt Disney Company que garante um nível de qualidade insuperável em serviços bancários. Os parceiros são, na verdade, funcionários Disney que atendem os funcionários Disney, criando um vínculo e compromisso genuínos com o serviço que nenhuma outra instituição financeira pode igualar. Junte-se e descubra que, no Partners, honramos a associação por toda a vida, porque os integrantes podem confiar em nós em cada etapa do serviço. E, por causa da nossa conexão com a The Walt Disney Company, cada pessoa que trabalha para o Partners também é um funcionário Disney.
Sobre The Walt Disney Company:
A The Walt Disney Company, juntamente com suas subsidiárias e afiliadas, é uma líder diversificada em entretenimento familiar e mídia internacional que inclui três segmentos principais de negócios: Disney Entertainment, ESPN e Disney Experiences. Desde seus primeiros passos como um estúdio de desenho animado na década de 1920 até se tornar o atual nome de destaque na indústria do entretenimento, a Disney orgulhosamente dá continuidade a seu legado de criação de histórias e experiências de padrão internacional para toda a família. As histórias, personagens e experiências da Disney tocam consumidores e visitantes de todas as partes do mundo. Com operações em mais de 40 países, nossos funcionários e colaboradores trabalham juntos para criar experiências de entretenimento adoradas por todos.
Esta vaga é oferecida junto à Walt Disney Parks and Resorts U.S., Inc., que é parte de um segmento de negócios que chamamos de Partners Federal Credit Union.
Walt Disney Parks and Resorts U.S., Inc. é um empregador de oportunidades iguais. Os candidatos serão selecionados para emprego independente de raça, religião, cor, sexo, orientação sexual, gênero, identidade de gênero, expressão de gênero, nacionalidade, ancestralidade, idade, estado civil, status militar ou de veterano, quadro clínico, informações genéticas ou deficiência, ou qualquer outro motivo proibido por lei federal, estadual ou local. A Disney defende um ambiente de negócios em que ideias e decisões de todas as pessoas nos ajudam a crescer, inovar, criar as melhores histórias e ser relevantes em um mundo em constante evolução.