Member Service Representative

Company: OnPoint
Location: Redmond
Posted on: June 6, 2021

Job Description:

Overview

Get your career #OnPoint and grow with us!

Were in the financial services industry, but were not a bank. Were in the people business. Inspired by the credit union philosophy of people helping people, weve developed a strong and growing tradition of investing in our employees, our members, and our community.

With 26 branches in the northwest, OnPoint is the largest community owned credit union in Oregon and were growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance, and providing opportunities to truly make a difference. We invite you to explore and grow your career with us!

Under direction of the Branch Management Team, performs and is responsible to process all service related functions and transactions for members. Identify and offer solutions based on specific member needs, open and perform maintenance on consumer, business and loan products that include cash and check transactions. Focus on professional and exceptional member service to include co-workers, business partners and overall membership to convert service opportunities into sales events.

Essential Functions:

• Proactively supports the branch team with exceptional member service to include eye contact, active lobby management, checking in with waiting members, interest and willing to help, greeting members warmly and thanking them by name, energy in body language and tone, using friendly comments and insuring members current and future needs are fulfilled.
• Opens new consumer and business accounts, Fiduciary, IRAs, CDs, checking and loans.
• Focus on retention of current loan and deposit business and developing new consumer and business relationships.
• Listening, identifying, processing and recommending solutions.
• Takes initiative to utilize all available resources to ensure members are assisted completely.
• Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions.
• Conduct outbound calling to members in order to further develop and/or retain lending and deposit relationships.
• Acts as liaison between members and off-site employees and departments to resolve issues, assist with courtesy signings, and completion of required forms and documents.
• Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate.
• Maintains cash drawer and balances within guidelines established by Credit Union.
• Performs any additional duties as required by the Branch Management Team for the overall operations of the branch.

Knowledge, Skills & Abilities:

• Demonstrated knowledge and experience with financial and lending operating systems.
• Ability to give exceptional member service and have strong interpersonal communication skills.
• Work effectively as part of a team and individually to consistently meet and exceed set goals determined by the Credit Union.
• Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.
• Ability to be self-directed and work under limited direct supervision.

• High school diploma or GED required.
• A minimum of 1-2 years previous financial institution, retail sales, or customer service position involving cash experience preferred.
• Bilingual skills highly desired.

Keywords: OnPoint, Bend , Member Service Representative, Other , Redmond, Oregon