Member Services Representative

Company: Abbott Laboratories Employees Credit Union
Location: Gurnee
Posted on: March 19, 2023

Job Description:

SUMMARY: Provides financial products and services to establish, retain and deepen relationships with credit union members to achieve sales goals and provide exceptional member service.

ESSENTIAL FUNCTIONS:

• Assists and educates members in the opening of new deposit accounts, share certificate investments, and other credit union services
• Takes loan applications
• Prepares loan documentation, schedule closing, and close consumer loans
• Complete all membership/deposit account opening procedures
• Meets with and educates members about consumer loan products
• Actively cross-promotes credit union products and services
• Works applicable sales leads from vendors and internal sources
• Processes and prints Instant Issue debit cards at member's request
• Acts as credit union representative for member inquiries and concerns
• Maintains knowledge of credit union products, services, policies and procedures
• Adheres to all credit union policies and procedures
• Other duties as may be assigned SECONDARY FUNCTIONS:
  • Researches and resolves problems on member accounts
  • Achieves minimum standards of sales goals
  • Represents credit union in various marketing and sponsor related activities
  • Monitors and reports sales figures to the VP of Service and Sales
  • Supports the marketing of the credit union and its products and services
  • Assists Teller Supervisor in opening and closing of Service Center
  • Assists Teller Supervisor in Service Center balancing activities, deposit taking, cash retrieval, etc.
  • Assists with training new MSR
  • Works Saturday in Gurnee Service Center on rotating basis
  • Fulfills Receptionist duties as needed on Saturday in Gurnee Service Center
  • Travels to other Service Centers to assist with coverage QUALIFICATIONS:
    • Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
    • Education Preferred: Associate's degree in Business Administration or related field
    • Experience Required: One (1) year of customer service or retail sales experience
    • Experience Preferred: Two (2) years of customer service or retail sales experience in a financial institution
    • Knowledge, Skills and Abilities (KSAs):
      • Sales skills
      • Organizational skills
      • Ability to perform job functions independently
      • Ability to work as part of a team
      • Ability to verbally communicate effectively with internal and/or external members
      • Ability to use computers and job-specific technology/software efficiently
      • Maintains confidentiality
      • Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements
        
        TRAVEL: Up to 10% local travel to cover the branches

Keywords: Abbott Laboratories Employees Credit Union, Waukegan , Member Services Representative, Other , Gurnee, Illinois