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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.


  • 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

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