Member Service Representative
ESL Federal Credit Union - Rochester, NY

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Acquire, maintain and deepen member relationships by cross selling ESL products and services. Achievement of Sales goals
  • Effective 90 Day Plans
  • Achieve Outbound Call goals
  • Attend and participate in weekly sales meetings
  • Regular use and understanding of sales reports
Member Focus Sales and Service Support
  • Support Member Focus Behaviors and Processes
Achievement of Member Satisfaction Scores
  • Use of Member Focus Behaviors with External Customers
  • Achieve units member Sales Per Fte standard
Achievement of Internal Satisfaction Scores
  • Use of Member Focus Behaviors with Internal Customers
  • Identify / Communicate ideas to promote teamwork
Compliance with Audit/ Operating controls
  • Maintain a high degree of accuracy when processing new accounts, loans and banking services.
  • Complete end of day work timely
  • Associates Degree or equivalent work experience required.
  • Minimum two years in sales/service in the financial services or comparable industry.
  • PC literate.
  • General understanding of banking products and services preferred.
  • Strong interpersonal skills.
  • Excellent written and verbal communication and listening skills.
  • Demonstrated sales ability.
  • Ability to work in a fast paced environment (lines of members, numerous phone calls, complicated member issues)
  • Analytical, problem solving and decision making abilities.
  • Ability to manage multiple priorities.
  • Flexibility in working hours.
  • Telephone use required.

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