Job Information
Members First Credit Union Member Relationship Representative in Jenison in Jenison, Michigan
The Member Relationship Representative works with new and existing members, assisting with their financial goals. Do you have a passion for helping people achieve financial freedom? Members First Credit Union is looking for a Member Relationship Representative that has at least one year of relatable experience. Bilingual is a plus. If this sounds like you, apply now.
We will empower you to be the best version of yourself while helping you maintain a positive work/life balance. We believe in purpose, belonging and joy; when our people find this in their work and the people they work with, amazing things happen. We encourage a better tomorrow by being trustworthy, caring and enthusiastic.
MEMBER RELATIONSHIP REPRESENTATIVE
Non-Exempt
Reports to: Branch Leader
Position Overview
The primary purpose of this position is to assist Members First Credit Union to deliver on its mission: To encourage a better tomorrow. To achieve this mission, the position must deliver on our brand promise: *We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. *You will do this by living out our core values in every service contact to both internal and external members.
Essential Duties
- Deliver on the Credit Union's Promises in every service situation
- Develop and Maintain an effective level of product knowledge
- Identify members' financial needs and recommend appropriate Credit Union solutions
- Inform members of loans available within the Lending Policies of the credit union.
- Increase loan volume by cross selling additional loan products, using information obtained from the member and/or credit report
- Open New Accounts, new IRA accounts, certificates of deposits, and various other share and sub accounts. Tell new members and potential members about our MFCU products and services and how the member will benefit from these products & services.
- Be a visible presence in the local community. Promote the credit union and gain leads through participation in business, community, chamber, and charitable organization activities as assigned.
- Travel is required to various branch locations to cover shortages in staffing
Duties and Responsibilities
The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
- Create opportunities for expanded member relationship by determining the needs for additional product and services; recommend appropriate Credit Union solutions
- Process member's cash and checks
- Operate and balance a cash drawer as needed
- Handle inquiries on member's accounts, statements, and histories.
- Process check orders as needed
- Sell Visa Gift and Travel Cards and cashier's checks/money orders.
- Collect any fees as required for services
- Remind delinquent members that their payments are due
New Accounts
- Thoroughly explain products and services to members. Prepare and process documentation for new accounts and collect share deposit
- Assist with the new accounts auditing process.
- Prepare an adverse action letter when products are denied.
- Be knowledgeable in IRA laws and paperwork.
Lending
Review paperwork prepared by loan officers to ensure that all documents have been gathered and all data is accurately entered on Symitar.
Interview members and take loan applications.
Process loan applications as needed.
Assist w