Member Service Representative
Company: Walt Disney Company
Location: Burbank
Posted on: March 16, 2023
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Job Description:
Job Summary:
This position is a "front line" representative for Partners Federal
Credit Union whose main responsibility is to interact and develop
long term profitable relationships with our Members by determining
their financial needs and presenting and offering the best
financial solution. Works within the sales and support teams for
the achievement of Member satisfaction, revenue generation, 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 all 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
integrity.
* 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 all 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 branch and PFCU business processes to
anticipate potential issues and effectively communicate to your
manager any and all problems that may arise.
* Assumes ownership and responsibility in all areas of your role,
including assigned task and projects
* Ensures that all 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 related
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 branch
needs.
* Performs other related duties as assigned or requested.
Education Level: High School or GED (Required)
Years of Relevant Work Experience: 1-3 years
Language Skills: Spanish (preferred)
Certifications
NMLS Certification (Preferred)
Required Skills
* Ability to use a personal computer and related software
applications including Microsoft 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 Springboard
Experience with Verafin
The hiring pay rate for this role in California is $20.85 to $27.97
per hour.
Keywords: Walt Disney Company, Burbank , Member Service Representative, Other , Burbank, California
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