Member Service Representative II

Northwest Federal Credit Union
Rockville, MD
Jan 22, 2022
Jan 25, 2022
Accountant, IT
Full Time
OVERVIEWThe primary role of this position is to assist Northwest Federal Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies members' financial needs and suggests appropriate Credit Union solutions.RESPONSIBILITIESDeliver outstanding service that delivers on our Service PromisesMeet or exceed the service goals for the positionKnowledge of the Credit Union's products and servicesComplete BAI classes as assignedMaintain department policy and procedure documentation accordinglyAchieve assigned sales goals by proactively identifying opportunities utilizing the fundamentals of the Member AdvantageIdentify financial needs and present all appropriate options, working cooperatively with appropriate business partnersSupport branch in achieving its member retention, acquisition and growth goalsAchieve personal sales goals (including Investment/Insurance/Loan)Accurately and efficiently process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashingAdhere to all procedures stated in the Credit Union's MSR policy and proceduresEnsure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assetsSupport branch team with quality referral generation (based on Loan/Investment licensing designation)Process loans as required depending on MSR level. Understand loan products and how to read credit reportsPerform other duties as assignedRemains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)QUALIFICATIONSAssociate's degree or equivalent work experienceMinimum 2 years of member facing financial institution experienceExperience with consumer and business account opening, loan origination and real estate loan originationNMLS preferredDemonstrated strong attention to detailAbility to work independently with minimal direct management supervisionDemonstrated initiative and resourcefulness as a self-starterAs a COVID-19 safety measure, our employees must either provide proof of COVID-19 vaccination or follow additional safety protocols, including testing.Job Type: Full-timeBenefits:401(k)401(k) matchingDental insuranceEmployee assistance programEmployee discountFlexible spending accountHealth insuranceLife insurancePaid time offParental leaveProfessional development assistanceReferral programTuition reimbursementVision insurancePhysical Setting:OfficeSchedule:8 hour shiftSupplemental Pay:Bonus payAbility to commute/relocate:Rockville, MD 20852: Reliably commute or planning to relocate before starting work (Required)Experience:member facing financial institution: 2 years (Preferred)Work Location: One location