Talent.com
Member Service Associate
Member Service AssociateSt Mary's Bank Credit Union • Milford, NH, US
Member Service Associate

Member Service Associate

St Mary's Bank Credit Union • Milford, NH, US
30+ days ago
Job type
  • Full-time
Job description

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

  • Communication : Clear and effective communication skills, both written and verbal.
  • Member Focus : Commitment to delivering exceptional member service and enhancing the member experience.
  • Problem-Solving : Ability to identify issues, think critically, and develop effective solutions.
  • Mathematical Skills : Basic math skills to handle cash transactions, balance cash drawers, and perform calculations.
  • Attention to Detail : High level of accuracy and thoroughness in all tasks and documentation.
  • Time Management : Efficiently manage time and prioritize tasks to meet deadlines and service standards.
  • Teamwork : Ability to work collaboratively with others, to achieve common goals and improve member service and work a flexible schedule to include Saturdays.
  • Technical Proficiency : Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and banking software applications.

    • Physical Demands

  • Ability to remain seated or standing for extended periods while performing job tasks.
  • Occasional lifting and carrying materials weighing up to 30 pounds.
  • Frequent use of hands and fingers to operate office equipment, including computers, phones, and keyboards.

    • Qualifications

  • High school diploma or equivalent is required.
  • Ability to advance to level III if goals meet or exceed expectations.
  • One to two years’ experience as a customer service representative in either a retail establishment or financial institution in which sales were a function of the job.
  • Demonstrated success in sales in a financial organization as well as knowledge of deposit and loan products is required.
  • Proven track record in member service.
  • Present a professional image to the membership and community.
    • Create a job alert for this search

    Member Service Associate • Milford, NH, US