Senior Member Services Representative
Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence. Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships. Research, troubleshoot and resolve complex member inquiries about credit union services and accounts. Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits....Member Services, Member Service, Representative, Senior, Retail, Banking