Member Service Representative III

Provides World Class Member service to Members visiting branch/service center locations. Provides detailed information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans, real estate loans and auxiliary credit union services.

Responsibilities

Delivers World Class face-to-face service to Members requesting account assistance; Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement; Processes new Memberships, additional shares accounts, savings services, loan requests and loan fundings as requested by Member; Performs advanced research on accounts, identifies and corrects Member account problems; Completes documentation for accounts and loans according to credit union procedures; Has specific knowledge of credit union savings and loan products and services; Begins concentration on specialty area of expertise in branch (savings, consumer, or real estate loans); Maintains cash and negotiable items; May act as branch liaison to support departments; Provides suggestions for streamlining department and credit union operations; Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards; May take on vault custodian duties as assigned; Performs other duties as assigned; Complies with regulatory compliance and assigned training requirements including BSA regulations corresponding to specific job duties

Requirements

High School Diploma or GED required; 3-5 years of prior related experience required; Notary License (if not already licensed, completing notary training and licensing will be required); Participation in the CA DMV pull program may be required depending on assignment