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Job Description
Member Services Consultant I Go Energy Credit Union Tucker, GA Job Details Full-time From $41,600 a year 3 hours ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Flexible schedule Life insurance Qualifications Bilingual Microsoft Excel Microsoft Outlook Sales Phone communication Customer service Spreadsheets Writing skills Regulatory compliance High school diploma or GED Driver's License Team training Financial services Phone etiquette Banking Office of Foreign Assets Control (OFAC) Full Job Description
GO ENERGY CREDIT UNION
Job Description Member Service Consultant I Department:
Retail Operations Reports To:
Branch Operations Manager Classification:
Non-Exempt Supervisory:
No ____________________________________________________________
General Summary:
Demonstrates a positive outlook and consistently performs within the context of Go Energy CU's philosophy, mission and corporate culture. Provides quality service and strives to consistently exceed service and needs based consulting expectations. Embodies the attributes of the Member Service Model standards; accountability, respect and teamwork on a daily basis. Acts in a professional, friendly manner at all times. Completes work in a timely and accurate manner. May be required to travel to other branches as needed.
Role:
The Member Service Consultant is responsible for providing an exceptional in-branch member experience by handling member needs from service to sales, including teller transactions, opening new accounts, and performing service and maintenance on accounts (including address and name changes, wire transfers, and electronic services). Utilizing a needs-based approach, the Member Consultant will provide solutions based on member needs and how they like to conduct their banking. Time spent in various aspects of this role will vary from day-to-day depending upon the needs of the business. Employees are expected to demonstrate and maintain an up-to-date knowledge of and ensure compliance with applicable regulatory requirements, including but not limited to BSA, OFAC, CIP, and internal policies and procedures.
Essential Functions & Responsibilities:
Establish new banking relationships with members ensuring they are offered products and services through a needs base selling approach that are appropriate given their financial needs and goals. Establish, maintain, and deepen relationships with credit union members to achieve branch and individual performance goals and provide exceptional member service by following
GO ENERGY
CU's service expectations. Identify and refer members to team members who have expertise in products such as loans, mortgages, investment services, and member business services. Provide account servicing and maintenance, assist with problem resolution for members in accordance with all established procedures and regulations. Process transactions accurately, assist with operational activities and responsibilities, and maintain flexibility between performing teller and sales related transactions. Encourage members to use self-service banking solutions including, ATMs, on-line, and mobile banking to enhance their service experience. Help create amicable and productive working relationships with other
GO ENERGY CU
team members including support departments. Take ownership of personal development opportunities. Be responsible for finding creative solutions for problems as well as achieving branch initiatives. Achieve MSCI certification within 90 days and begin MSCII training.
Performance Measurements:
To meet or exceed financial performance as set by the Board of Directors and Senior Staff. To meet or exceed operational objectives with respect to the Member Service Model and branch productivity. To maintain quality communication of policy & procedure in a timely manner. To provide friendly, professional and accurate service and support to all members and staff.
Required Skills & Abilities:
Credit Union Knowledge:
Develop an understanding of credit union history, philosophy, organization, bylaws, regulatory and operational procedures.
Operational:
Comply with all regulatory requirements of financial institutions including but not limited to Bank Secrecy Act / Anti-Money Laundering / USA Patriot Act / OFAC / Fair Lending Regulations. General knowledge and understanding of deposit operations, lending activities, and other related consumer banking and compliance functions.
Work Environment:
Fill in at all branch positions as needed. Create an environment conducive to learning and accelerate innovation. Follow the core values of honesty, integrity, mutual respect, pride and ownership.
Technology:
Intermediate level knowledge of Excel, Word, and Outlook. Ability to learn and become proficient on credit union specific technology platforms. Basic understanding of various social media channels.
Other Skills:
Strong training and supervisory skills, compliance, and leadership. Ability to communicate verbally and in writing in a professional manner when dealing with employees, members, vendors and company contacts.
Physical Requirements:
Ability to lift and move a minimum of 40 lbs. Ability to use keyboard, monitor, telephone, and other standard office equipment. Ability to speak and hear on telephone. Ability to communicate effectively with others in person and via telephone, email, and written documents Ability to decipher data contained in documents, reports, spreadsheets, etc., presented both on paper and electronically. Ability to read fine print. Ability to transport self within credit union's geographic service area, with a valid GA state driver's license.
Required Training & Experiences:
Experience:
Minimum of 6 months experience financial services industry, retail, and/or sales. Consideration will be given to those with a Bachelor's Degree in Business or Sales without 6 months of previous experience.
Education:
A four year college degree preferred, High School Diploma or GED with proper work experience.'
Job Type:
Full-time Pay:
From $41,600.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Tuition reimbursement Vision insurance Application Question(s): Have you ever been convicted of a crime that has not been expunged, sealed, or pardoned? A conviction will not automatically disqualify you from employment. Each case will be considered individually. If yes, please explain.
Education:
High school or equivalent (Preferred)
Experience:
Banking:
2 years (Preferred) Customer service: 1 year (Preferred) Phone etiquette: 1 year (Preferred) Ability to
Commute:
Tucker, GA 30084 (Required) Ability to
Relocate:
Tucker, GA 30084: Relocate before starting work (Required)
