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HC
Hope Credit Union
Member Service Representative
Entry-Level JobVerifiedNo experience needed
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$65,502 / year median in Alabama
-10% projected decline
Job Description
HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) provides financial services; leverages resources; and engages in advocacy that strengthens the financial health of people in under-resourced Deep South communities. Since 1994, these efforts have benefited more than three million people in Alabama, Arkansas, Georgia, Louisiana, Mississippi and Tennessee, and influenced billions in persistent poverty communities across the nation.
Learn more at https:
//www.hopecu.org . The Member Service Representative (MSR) is responsible for a wide variety of branch operations. They provide information on HOPE's products and services, resolve member issues, and ensure a positive member experience. MSRs are responsible for building strong member relationships and contributing to HOPE's sales and service objectives. Duties include a high level of external and internal public contact and management of various records and file systems. Confidentiality is involved, and sensitive situations may be handled. This position is in the HOPE branch network's various locations.Essential Functions:
Establish and maintain member accounts Provide service excellence to stakeholders Process all member accounts accurately, timely, and manage member exceptions Own and resolve member questions and problems through knowledge of established policies and procedures, and referring more complex issues to management Complete all assigned Retail and compliance courses per established deadlines Achieve monthly growth and retention targets per individual Retail Work Plan Adhere to all HOPE policies, procedures, and security protocols Adhere to all regulatory compliance requirements Perform a variety of administrative duties including but not limited to answering telephones, typing and filing, attending meetings, report production, etc. Perform other duties as assigned Accountability forBusiness Results:
Cross-sell HOPE productsSpecified Authority Level:
Authority to open and close member accountsCompetencies/Skills:
Attention to Detail- Taking responsibility for a thorough and detailed method of working. Customer Focus
- Knowing the (internal and externa!) customer business needs and acting accordingly; anticipating customer needs and giving high priority to customer satisfaction and customer service. Interpersonal Understanding
- Showing interest in other people's feelings, attitudes, and reasoning Organizational Awareness
- Having and using knowledge of systems, situations, procedures, and culture inside the organization to identify potential problems and opportunities; perceiving the impact and the implications of decisions on other components of the organization. Problem Solving
- Having the ability to identify problems and issues of varying issues of varying complexities and to find effective solutions with few guidelines. Results Orientation
- Being persistent and showing perseverance on achieving concrete and tangible results out of personal responsibility; getting optimum results from situations and being ready to take action and show tenacity in case of obstacles or resistance. Teamwork
- Working as a productive member of a cohesive group toward a common goal and contributing to team development and effective team dynamics.