Job Information
KEMBA Financial Credit Union Member Service Representative III (Personal Banker - Sales) in Columbus, Ohio
Title: Member Services Representative III
Reports to: Branch Manager
Supervises: None
Status: Non-Exempt
Objective
The Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.
Duties and Responsibilities
- Assumes responsibility for the effective and professional performance of Member sales and service-related functions:
- Recommends products and services that assists in meeting Member's financial needs
- Resolves Member issues through listening, problem solving, and offering solutions
- Meets or exceeds all sales, service and productivity goals established for this position
- Answers and responds to Member inquiries and questions
- Performs file maintenance and account changes as necessary
- Assumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler
- Assists members both inside and outside with ITM machines
- Maintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities
- Professionally services basic member activity, including, but not limited to:
- Processes change of address and add additional names to accounts
- Places check orders and orders replacement ATM/debit cards
- Sets up direct deposit and processes wire transfers and stop payments
- Processes printouts statements and check copies as requested
- Opens direct deposits
- Establishes and maintains professional relationships with Members:
- Resolves Member requests and questions promptly, courteously, and professionally
- Keeps Members informed of Credit Union services and policies
- Maintains and projects the Credit Union's professional reputation
- Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:
- Works as a team member with other KEMBA Associates
- Keeps supervisor informed of area activities and significant problems
- Completes required reports and records accurately and promptly
- Attends meetings as required
- Maintains an up-to-date status of all sales support and processing activity with routine reporting to management
- Regularly attends community events and serves as an advocate for KEMBA and the branch
- Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA
- Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
- Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
- On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
- Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to feedback from a supervisor
- Performs other duties as assigned
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