Member Service Associate II

Job Description

Job Description

Overview

Under the direction of the Member Experience Supervisor / Manager, the Member Service Associate II is responsible for providing exceptional service to our members by addressing their inquiries, resolving issues, achieving sales goals, and maintaining deposit account relationships through a positive experience. This role requires strong interpersonal skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities

• Greet and assist members with their inquiries and concerns via phone, email, and in-person interactions.
• Maintain and update member accounts, ensuring accuracy and confidentiality.
• Identify and resolve member issues promptly and effectively, escalating when necessary.
• Provide information and guidance on membership benefits, programs, and services available in order to meet branch deposit and loan goals.
• Handle and process member transactions accurately and efficiently.
• Maintain thorough and accurate records of member interactions and transactions.
• Meet established member relationship management standards through onboarding programs, outbound sales calls and referrals to other business lines.
• Work closely with team members and other departments to ensure seamless member service experience.

Core Skill Competencies

Physical Demands

Qualifications