Roaming Member Service Representative II

Overview

Roaming Member Service Representative II

Join to apply for the Roaming Member Service Representative II role at TruWest Credit Union. This position supports the membership with TruWest product, service and account information; assists with branch opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. The individual must verify information on deposit applications and approve / decline applications for service while ensuring compliance with credit union policy and procedures. The role involves managing the book of business to support retention and growth of member relationships, through sales of deposit, loan and referrals to investment and mortgage products.

Base pay range

$20.56 / hr - $20.56 / hr

Responsibilities

• Identify member\'s financial needs through profiling and promoting appropriate products and services to maximize cross-sale opportunities and maintain acceptable referral and sales levels.
• Understand and perform all Teller related duties.
• Actively manage the lobby traffic, providing personalized, professional service to all members and seeking opportunities to exceed expectations.
• Actively use the lobby management app, Lobby Tracker.
• Accurately complete and process product / service / loan applications for review and evaluation, interfacing with members in response to applications submitted.
• Understand and open all deposit accounts and accurately originate and book applicable loan products, completing necessary documentation for application processing as required by state and federal laws.
• Understand Business Accounts, IRAs (including Ascensus) and other special accounts and the documents required during account opening.
• Understand Xpress Accounts and LoansPQ, following up on loan queues and ensuring notes are updated for approvals and bookings.
• Educate members about their financial choices by listening, asking questions and offering appropriate financial products / services.
• Perform Notary and Signature Guarantee transactions as needed.
• Adhere to all credit union policies and procedures including Bank Secrecy Act, Security Policies, Confidentiality Policies and HR Policies.
• Conduct outbound sales calls to existing and potential members and assist with incoming member requests; transfer to the Contact Center when applicable.
• Create and maintain a personal book of business with regular follow-ups and proactive sales opportunities.
• Process source documents, checks and negotiables following established procedures.
• Understand electronic check processes and adhere to anti-fraud checks.
• Demonstrate and assist members with eServices offered by the credit union on their devices or branch PCs / tablets.

Qualifications

Seniorit y level

Employment type

Job function

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