Member Service Representative - BD

Description

The Member Services Representative – Digital Branch serves as a frontline representative for Partners Federal Credit Union, focusing on building long-term, profitable relationships with our Members. This role involves understanding Members’ financial needs and offering tailored financial solutions in a digital work environment. You will interact with Members through various channels... including telephone, video meetings, and email, ensuring exceptional service and support while promoting Credit Union objectives.

Compensation and Benefits
• Pay rate: (19.55 - )25.67 per hour
• Select benefits including medical, financial, and other perks
• Flexible hybrid work schedule (approximately 2 days in-office and 3 days at home)
• Opportunities for professional growth and development

Why you should apply for this position today

This position offers a unique opportunity to engage with Members in a meaningful way, helping them achieve their financial goals while contributing to the success of the Credit Union. Join a supportive team that values innovation and member satisfaction, and make a positive impact in your community.

Skills
• Excellent member service and conflict resolution skills
• Effective sales skills with a focus on relationship building
• Strong problem-solving abilities
• Clear and open communication skills, both written and verbal
• Flexibility and adaptability to change
• Strong time-management skills and ability to multitask
• Initiative and independence in completing tasks
• Proven ability to build trust and strong relationships

Responsibilities
• Identify and build a network of Member contacts through various outreach methods
• Make outbound contacts to new Members, ensuring their needs are met
• Provide “5 Star Service” to every Member, every time
• Promote Credit Union objectives and cross-sell products and services
• Educate Members on financial responsibility and product features
• Process new Memberships and ensure quality control standards are met
• Anticipate potential issues and communicate effectively with management
• Complete projects and reports to streamline operations
• Maintain flexibility to support digital branch needs

Qualifications
• Minimum 2 years of financial sales experience required
• Demonstrated experience in providing exceptional member service
• Proven ability to execute tasks efficiently and develop innovative solutions
• Strong teamwork skills and collaboration abilities

Education Requirements
• High School diploma or GED (required)
• Bachelor’s degree (preferred)

Education Requirements Credential Category
• High School or GED (required)
• Bachelor’s degree (preferred)

Experience Requirements
• 1 to 2 years of relevant work experience in financial services and sales
• Language skills: Spanish (preferred)
• Experience with financial systems such as Episys and Verafin (preferred)

Why work in Anaheim, CA

Anaheim is known for its vibrant community, diverse culture, and proximity to major attractions like Disneyland. The city offers a variety of recreational activities, dining options, and entertainment venues, making it an exciting place to live and work. With a strong economy and a focus on innovation, Anaheim provides ample opportunities for professional growth and a balanced lifestyle

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