Member Service Rep III
TruWest Credit Union - Tempe, AZ

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DESCRIPTION

This position is responsible for assisting the membership with TruWest product, service and account information. This position is responsible for department opening and closing duties, non-cash teller duties, opening new account and deposit products, and originating loans. Position is responsible for receiving all "incoming" calls and making "outbound" calls to perform inquiries on member's accounts and identify member's needs for various credit union products and services.

DUTIES

Responsibilities include verifying information on applications, approving/disapproving applications for service while assuring compliance with credit union policy and procedures and lending regulations. This position requires monitoring the daily activity, compiling and providing statistical reports at month end or as needed. Also requires having the ability to perform duties of a Membership Officer.

QUALIFICATIONS

Education: Requires education associated with high school diploma; passing of the TruAchievement Certification D, H & I, and some college in a related field is preferred.

Experience:
This job requires a minimum of two years of experience opening new accounts and loans. Contact Center experience is preferred.

Knowledge and Skills:
Individual must have displayed good sales and referral abilities as well as developing leadership skills. Requires advanced knowledge of TruWest products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must have intermediate knowledge of the credit union's policy and procedures as well as lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, have good attention to detail, good telephone etiquette, and communication skills. Must have intermediate knowledge of the TruWest computer system, intermediate knowledge of computer software applications and experience with office equipment such as 10-key calculator, PC keyboard, and copy and fax machines. Candidate must also possess an ability to work independently with minimal direction and be able to handle multiple tasks at the same time. Individual must have good oral and written communication skills, as well as strong customer service and interpersonal skills. Must be a team player and have the ability to build member and employee relationships. Bilingual skills in Spanish are preferred.

Responsibilities include verifying information on applications, approving/disapproving applications for service while assuring compliance with credit union policy and procedures and lending regulations. This position requires monitoring the daily activity, compiling and providing statistical reports at month end or as needed. Also requires having the ability to perform duties of a Membership Officer.

TruWest Credit Union - 16 months ago - save job - block
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