Relationship Banker - FT
New Port Richey, Florida, United States of America
Full Time
5 days ago
About this role
Member Service Specialist – Branch name (Base rate + Incentives)
• To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, lending activities, respond to problems, and direct members to the appropriate people.
• Responsible for cross selling all credit union products and services to achieve corporate goals.
• Assists members with opening and closing accounts, takes and closes loans; answers questions about products and services and resolves problems that are within their authority to resolve.
• Assists other Member Service Reps with technical problems and questions relating to complicated products and regulations.
• Refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Coaches and mentors other Member Service Reps in their daily duties.
• Identifies cross‑sell opportunities and cross‑sells services to members.
• To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, lending activities, respond to problems, and direct members to the appropriate people.
• Responsible for cross selling all credit union products and services to achieve corporate goals.
• Assists members with opening and closing accounts, takes and closes loans; answers questions about products and services and resolves problems that are within their authority to resolve.
• Assists other Member Service Reps with technical problems and questions relating to complicated products and regulations.
• Refers problems that are beyond their authority to their supervisor, along with their recommendations.
• Coaches and mentors other Member Service Reps in their daily duties.
• Identifies cross‑sell opportunities and cross‑sells services to members.