Advantage Federal Credit Union ยท 1 day ago
Member Service Representative
Rochester, NY
Full-time
Onsite
New Grad, Entry Level
$21/hr - $22/hrAdvantage Federal Credit Union is seeking a Member Service Representative at the Mt.Hope branch. The role involves serving the financial needs of members, promoting products, and maintaining branch operations while achieving sales goals.
BankingFinancial ServicesNon Profit
Responsibilities
The Member Service Representative serves the financial needs of members professionally, efficiently and confidentially
Actively promotes all AFCU products and services while exceeding defined sales goals
You will maintain a friendly, approachable and professional attitude in servicing members according to credit union expectations; businesslike appearance
Maintains current knowledge of all credit union policies, products, procedures and related services, and advises members on those that best meet their needs
Opens and accurately services members with accounts, and general services
Maintains expertise and accuracy in processing various aspects of loan products and services; from application to disbursement and post-closing servicing; such as, understanding and assisting members with applications, repayment terms, credit reporting and related analyses, etc
Accurately processes routine transactions and loan applications in person, by phone and by mail
Assists other areas of the branch to maintain service levels and the operations of the branch (i.e. acts as teller)
Understands and assists with general branch operations that include: Ability to open/close branch; Audit Assistance; and Participation in SEG and other sales activities to generate business
Attend in-house and assigned training as directed
Possess or obtain Notary commission within six months of employment
Ability to work independently in the absence of management for short periods of time
Achieve sales and other personal goals and efforts to help branch achieve related goals
Actively participates in the coaching process
Supports all aspects of branch sales, operations and servicing in the absence of management
In a SEG branch, the MSR is expected to assume greater responsibility
The MSR assists management in maintaining defined audit, cash handling and cash ordering procedures
Orders supplies from in-house and outside vendors
Assists in other branch operational duties
Operate independently in the absence of the Branch Manager
Performs other job related duties as assigned (i.e. supplies)
Qualification
Required
Serves the financial needs of members professionally, efficiently and confidentially
Actively promotes all AFCU products and services while exceeding defined sales goals
Maintains a friendly, approachable and professional attitude in servicing members according to credit union expectations
Maintains current knowledge of all credit union policies, products, procedures and related services
Advises members on products and services that best meet their needs
Opens and accurately services members with accounts and general services
Maintains expertise and accuracy in processing various aspects of loan products and services
Understands and assists members with applications, repayment terms, credit reporting and related analyses
Accurately processes routine transactions and loan applications in person, by phone and by mail
Assists other areas of the branch to maintain service levels and the operations of the branch
Understands and assists with general branch operations including opening/closing branch
Participates in SEG and other sales activities to generate business
Attends in-house and assigned training as directed
Possess or obtain Notary commission within six months of employment
Ability to work independently in the absence of management for short periods of time
Achieves sales and other personal goals to help branch achieve related goals
Actively participates in the coaching process
Supports all aspects of branch sales, operations and servicing in the absence of management
Assists management in maintaining defined audit, cash handling and cash ordering procedures
Orders supplies from in-house and outside vendors
Assists in other branch operational duties
Operates independently in the absence of the Branch Manager
Performs other job related duties as assigned
Benefits
Eligible for a quartely incentive when goals are achieved
Company
Advantage Federal Credit Union
Advantage Federal Credit Union is a nonprofit organization that provides banking and financial services.
Founded in 1931
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase