Member Solutions Representative
CurrentEffectively interviews members and potential members. Asks questions and listens carefully to determine the appropriate products and services to offer. Presents products and services in a positive, professional and knowledgeable manner, so inquiring individuals can make an informed decision. Opens new products and services while following appropriate procedures to verify personal identification. Processes various types of consumer and business loan applications. Performs account maintenance, which includes but is not limited to: changes to members personal information such as address and telephone numbers, name changes due to marriage, divorce, etc., adding and removing joint members, check ordering and issuing temporary checks and assists with Internet Banking enrollment. Performs Teller Transactions as required. Resolves some member problems independently. Makes outbound calls for onboarding new members and developing opportunities for improving relationships between members and the credit union. Escalates more complex problems or situations to a higher authority for appropriate resolution. Consistently meets or exceeds sales and quality goals.