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Member Service Representative

Employer
United Nations Federal Credit Union
Location
Washington, DC
Closing date
Dec 4, 2020

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Under general supervision, utilizes the service and sales model to provide service excellence to UNFCU membership promptly and courteously within established guidelines, most often facilitated through building effective relationships and diligent problem solving.Performs a variety of duties pertaining to the resolution of member inquiries, dissemination of information, and coordinating overall facilitation of member satisfaction through interactions with other branch staff. Utilize the service and sales model to provide a memorable member experience at each touch point.Utilize the service and sales model to deepen connections with members to better understand their needs by asking effective questions and building relationships. Utilize the service and sales model to become a trusted advisor to members by presenting the features and benefits of UNFCU's products and services that will best satisfy their current and future needs.Meet, greet, and direct members; coordinate and arrange appointments with other branch staff.Respond to routine account inquiries and assist members in the completion of all forms and applications.Process routine transactions and requests in accordance with compliance regulations, ie stop payments, address changes, balance letters, checkbook and photocopy orders, initiation of wires, enrollment in eStatements and Audio Response and PIN changes; update daily consumer loan and mortgage rates accordingly on branch display boards.Post and deliver outgoing US mail and interoffice mail items and prepare checkbooks for pouch delivery; receive deliveries to branch.Scan all documents generated by member service activities.Respond to telephone calls directed to the reception desk.Maintain confidentiality of all member account information.Collect and process member personal check deposits to their UNFCU account in DNA. Maintain branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs.Review A360 new membership applications for quality control. Participate in Credit Union training programs.Perform any other functions as requested by Supervisor/Management.TYPE & AMOUNT OF EXPERIENCE:High School Diploma and 1-2 years of banking experience in a customer service roleTECHNICAL COMPETENCIES:Computer proficiency and working knowledge of MS OfficeBanking product knowledge and adherence to banking guidelines BEHAVIORAL COMPETENCIES:Strong service orientationExcellent interpersonal skills and oral and written communication skillsDetail orientation and good organizational skillsWORK ENVIRONMENT/CONDITIONS:Standard office conditions

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