Member Services Specialist

PRIMARY RESPONSIBILITIES
*Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
*Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
*Meet and/or exceed sales goals as established by the branch management.
*Open new membership accounts and business accounts. Make member directed modifications to accounts.
*Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
*Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
*Process member paying and receiving transactions.
*Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
*When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
*Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
*Complete other projects and/or responsibilities as added at manager's discretion.
*Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.