Under general supervision, the Member Service Associate performs routine banking transactions, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products and services.
THE JOB (THE BIG STUFF):
- Provide exceptional Member service to all Members, volunteers, employees, and service providers.
- Explain products and services to Members to meet their needs.
- Educate members on convenience services.
- Assist in lobby leadership.
- You will deliver multi-mode communications to a wide array of audiences.
- Complete Members’ transactions accurately and efficiently using established policies and procedures.
- Balance cash, checks, and maintain proper documentation
Required Skills
WHAT’S NEEDED IN THE ROLE:
- Strong communication skills and the drive to develop and build relationships.
- Strong technical orientation with the ability to learn new tools and technology with some guidance but still self-directed.
- You should be self-motivated and a self-starter.
- Natural sales and service orientation; understand organizational goals, while identifying needs of Members and aligning to available products and services.
- Ability to respond to and adjust in evolving situations.
- Ability to identify opportunities for relationship building and referral to the appropriate branch specialist.
- Ability to travel in the region from Napa to Lake County
Required Experience
WHAT WOULD MAKE YOU STAND OUT:
- 12+ months of exceptional (5 STAR review worthy) customer service experience.
- Extraordinary people skills and the ability to navigate any conversation with a diverse mix of people.
- Bilingual skillset
MANDATORY VACCINATION POLICY:
- As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).
WE WANT TO HEAR FROM YOU AND HOW YOU WOULD MAKE A GREAT ADDITION TO OUR SUPERB MEMBER SERVICE ASSOCIATE TEAM!
SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION
We are an Equal Opportunity Employer
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