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Member Service Representative

Member Service Representative

First New York Federal Credit UnionSaratoga Springs, NY, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description :

Highly motivated individual who demonstrates a positive, outgoing, and influential personality when providing an unsurpassed level of member services to ensure that members’ expectations are met and exceeded during every interaction. They will maximize every opportunity to advertise e-services and increase membership along with referring consumer and real estate loans within the branch.

Duties & Responsibilities

  • Open new accounts and, through the interview process, cross sell additional products to best benefit the member needs and meet branch goals.
  • Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
  • Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management.
  • Disburse Consumer loans.
  • Refer appropriate members to the First New York Retirement and Investment Services Program.
  • Responsible for having a thorough knowledge of all products and services offered by the credit union, including but not limited to shares, consumer loans, and e-services.
  • Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion.
  • Follows policies and procedures applicable to the MSR position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act.
  • Perform teller duties as needed to ensure an unsurpassed level of service is provided to members.
  • Participates in the Sales Incentive Program.
  • Maintains Notary Public designation.
  • Processes all secured and unsecured paid notes and security agreements.
  • Provides quotes on consumer loan payoffs.
  • Handles routine file maintenance on computer system.
  • Performs other duties as may be assigned.

Requirements :

  • High School graduate.
  • Previous financial branch credit union / bank experience.
  • Thorough knowledge of credit union products and services.
  • Must be able to respect confidential information.
  • Adept at utilizing most current technology and thorough knowledge of core operation system.
  • General knowledge of credit union policies and procedures.
  • Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members.
  • Work Schedule :

    Monday - 8 : 30am - 5 : 00pm

    Tuesday - 8 : 30am - 5 : 00pm

    Wednesday - Off

    Thursday - 8 : 30am - 5 : 00pm

    Friday - 8 : 30am - 6 : 00pm

    Saturday - 8 : 45am - 1 : 00pm

    Work Location : Fully On-Site

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    Member Service Representative • Saratoga Springs, NY, US

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