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BayPort Credit Union · 1 month ago

Member Services Representative (Part-Time)

Smithfield, Virginia, United States

Full-time, Part-time

Onsite

New Grad, Entry Level

BayPort Credit Union is seeking a Member Services Representative to provide quality service to its members. The role involves greeting members, providing information about services, and assisting with account management and loan processing.

BankingCredit BureauFinanceFinancial ServicesInsurance

Growth Opportunities

Responsibilities

Greets and welcomes credit union members and visitors in a professional and timely manner

Provides information to current and prospective members on membership eligibility, account types, loan products, and any other services the Credit Union offer

Communicates information in-person, via email, other written correspondence, and over the telephone to future and current members regarding credit union services or policies

Handles varying requests from members for transfers of shares to loan payments, share withdrawals, check requests, share certificate transactions, line of credit advances, and any other requests received

Provides information regarding first mortgage loans and applications; conducting the following for second mortgage and loan products: interviewing loan applicants, explaining conditional loan approvals and denials, reviewing loan applications, processing loan requests according to approval and/or loan stipulations with the respective interest rates and terms

Contacts members to follow up on loan requests; educates members on Loan Protection Products and action steps and quotes total loan payments to include Loan Protection Products and action steps and quotes total loan payments to include Loan Protection Products

Identifies opportunities to cross-sell credit union products and services based on member needs, thereby contributing to the credit union's growth and member satisfaction

Qualification

Credit union operationsCustomer serviceAccurate cash handlingPC operationTelephone skillsAttention to detail

Required

Knowledge of general credit union operational procedures to include cash handling, teller job-related duties, member services and loan processes and procedures

Education up to the equivalent of a four-year high school education

Previous teller experience or member service experience is required

Ability to adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Compassion, Diversity, Innovation, It's On Me, and One Team

Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment

Strong customer service skills to include telephone skills, well-organized and attentive to detail