Broadway

Mt. Pleasant, MI 48858, USA

Do you have a passion for helping members achieve financial freedom? Are you experienced with new accounts and lending? The Member Relationship Representative works with new and existing members, assisting with their financial goals. Members First Credit Union is looking for a Member Relationship Representative that has at least one year of relatable experience. If this sounds like you, apply now to the Broadway Branch in Mount Pleasant.

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 I

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

• This position is an in branch/office role, must be available to work 8 a.m. to 5 p.m. M-F, Saturday coverage as needed, and some outside of normal working hours for meetings and/or education/trainings

   

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