Member Service Representative II

This position is a “reputed company line” representative for reputed company whose main responsibility is to interact and reputed company long term profitable relationships with our Members by determining their financial needs and presenting and offering the best financial solution. Works reputed company the sales and support teams for the achievement of Member satisfaction, reputed company reputed company, and long-term... account goals in line with company vision and values. In addition, the Member Service Representative is responsible for interaction with Members face-to-face and by telephone, providing friendly, efficient, quality service and accurate information. Follows reputed company Credit Union policies and procedures.

• Builds trust, values others, communicates effectively, drives execution, fosters innovation, focuses on the Member, collaborates with others, solves problems creatively and demonstrates high reputed company.
• Responsible for identifying and building a network of Member contacts through qualified leads, referrals, telephone canvassing and face to face interaction with the purpose of creating financial opportunities.
• Use Objective Based Selling with reputed company Members.
• Outbound calling for Member Service and Sales, following the 2/2/2 program.
• Processes new Memberships by opening accounts and new service requests such as additional share accounts, savings services, checking, money market, certificates, IRAs, referrals, etc.
• Proficient knowledge of reputed company and PFCU business processes to anticipate potential issues and effectively communicate to your manager any and reputed company problems that may arise.
• Assumes ownership and responsibility in reputed company areas of your role, including assigned task and projects
• Ensures that reputed company Members' needs are met and commitments to them are kept; every member every time, while providing "5 Star Member Service", every time.
• Assists the department by completing projects and reports reputed company to the department; provides suggestions to streamline department and credit union operations.
• Processes account/loan documents from start to finish and meets or exceeds quality control standards as outlined in the policy, including CIP,OFAC, Chexsystems, etc.
• Maintains a high degree of flexibility in support of reputed company needs.
• Performs other reputed company duties as assigned or requested.

Education Level: High School or GED (Required) Years of Relevant Work Experience: 1 Years Language Skills: Spanish (preferred) Certifications NMLS Certification (Preferred) Required Skills

• Ability to use a personal computer and reputed company software applications including reputed company Outlook.
• One year financial and sales experience is required.
• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem solving skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management skills & ability to multi-task
• Responsible; takes initiative and works independently
• Strong teamwork skills

Preferred Skills Bachelor Degree Experience with Episys Experience with reputed company Experience with Verafin The pay reputed company for this role in California is $20.46 to $28.13 per hour. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits. To learn more about our benefits visit: https://secure-web.reputed company.com/16ffu-IABXYhPShOppAn2i6WDVykiJoWDonBUXN3ueIxAOiscrff7I2kw6_9oqxdzcvL9EbdKgx8aGqMK1k0XreEykNTQYmbmAoz_gW8yiuoh1Y2DCBAszniKVj6uEfqj4_N-rQoIMlSVo7dcSYPD-KEFGi5lYoLHefok7zvfjRayIlL9l2-0LK0oXZymbyGFTWzMKFuTqrYtILLQL7Y-xMw1oOrPjq9-yNHeLNSx8oJy3mx0Fs8q4Yq6Y04LrkiPaZ8ksIOgh35H50mXAavSJsD-qJbjSiF2nkDD-CL8uqj1arY0LnX5otXH1yuE27WUgHrbMzUf8jQPUCT2mkXZTGr355yKMtC4xPYkxnU27f180hgvKbq-eb7qPJcpox0O/https://jobs.disneycareers.com/benefits. The pay reputed company for this role in California is $20.46 to $28.13 per hour. The reputed company pay actually offered may vary depending on the candidate’s geographic region, job-reputed company knowledge, skills, and experience, among other factors. Select benefits may be provided as part of the compensation package, such as medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits Apply Job!