Member Service Representative

<strong>CommonWealth One Federal Credit Union</strong>&nbsp;is always on the lookout&nbsp;for individuals who will act in our members&rsquo; best interest and who will contribute positively to our workplace. With a sense of urgency, we foster scalable and profitable growth in our communities, building and deepening member relationships with a diverse portfolio of products. &nbsp;Explore how you can learn more about the<strong>&nbsp;Member Service Representative&nbsp;</strong>opportunity!

Alexandria, VA

CommonWealth One Federal Credit Union

<p><strong><em>For You, For Life.</em></strong></p> <p>CommonWealth One has grown to serve over 38,000 members with over $550 million in assets.&nbsp;Through the decades, since 1944, the one that thing that remains the same is our commitment to putting our members at the heart of everything we do; today and for life. Our principles are rooted in forming lasting relationships that improve the lives of our members and community.</p> <p>CommonWealth One is focused on career development and offers a robust compensation package that includes medical and dental plan options, 401(k) plan, tuition assistance, professional development, free parking, and metro accessibility. Federally insured by NCUA and proud to be an equal opportunity employer!</p> <p>To start your journey with CommonWealth One we encourage you to visit our career's website at&nbsp;<u></u>&nbsp;<br /><br /></p> <p style="margin: 0in 0in 11.25pt 0in;">&nbsp;</p>

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Overview: <p>The Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all credit union services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the member&rsquo;s specific needs.</p> <p>The Member Service Representative may be assigned to float to another branch to provide coverage.</p> <p>All Retail Sales staff must fully understand credit union products and services, and be able to assist members to use these products and services. The MSR is expected to demonstrate assigned core competencies and meet assigned goals.</p>
Responsibilities: <p>&nbsp;</p> <ul> <li>Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions.</li> <li>Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues.</li> <li>Open new accounts. Process stop payment requests, payroll deduction, ATM pin changes, requests for new products and services, and various other requests.</li> <li>Process loan requests. Originate loan applications. Disburse approved loans.</li> <li>Identify cross-sell opportunities and cross-sell products and services to members. Distribute information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage &amp; Investment referrals.</li> <li>Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.</li> <li>Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.</li> </ul> <br />
Requirements: <p><strong><u>Education &amp; Experience</u></strong></p> <ul> <li>At least 1 year of sales and service experience for a financial institution.</li> <li>Some college education preferred</li> <li>Previous cash handling experience</li> <li>Lending experience preferred</li> <li>Basic math and computation.</li> <li>Credit union or banking products and services.</li> </ul> <br /> <p><strong><u>Skills &amp; Abilities</u></strong></p> <ul> <li>Consistent excellent customer service skills.</li> <li>Strong written, verbal, and interpersonal communication skills.</li> <li>Problem-solving and conflict resolution capabilities.</li> <li>PC skills (including Microsoft Office and banking platforms).</li> <li>Ability to handle multiple tasks with attention to detail</li> </ul>