The Member Service Representatives facilitate member service transactions and support services to positively impact member experience, sales and service expectations. A key component of this service to external members is to ensure each employee identifies members' financial needs and suggests appropriate Credit Union solutions.
Responsibilities
Working knowledge of the Credit Union's products and services
Maintain department policy and procedure documentation accordingly
Achieve assigned sales goals by proactively identifying opportunities
Adhere to all procedures stated in the Credit Union's Member Service Representative policy and procedures
Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting member assets
Proactively identify opportunities to provide product/service solutions to members
Accurately and efficiently process member financial transactions, including deposits, withdrawals, loan payments and check cashing
Provide exceptional member experiences
Provide operational oversight, support, and resolve escalated requests
Work in partnership with teams across the organization to deliver on projects that improve visibility into the member experience
Other duties as assigned
Remains cognizant of and adheres to NWFCU policies and procedures as well as regulations pertaining to the Bank Secrecy Act (BSA)
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Qualifications
High school diploma or equivalent
Minimum 1 year of experience in retail sales or customer service with cash handling experience
Previous experience at a financial institution is preferred
Accuracy and detail orientation
Effective oral and written communication skills
Working knowledge of NWFCU, Federal and state regulations required by the National Credit Union Association
Ability to interact effectively with all levels of the organization and/or with members
Ability to communicate with tact and diplomacy and to exercise sound judgment, logic and initiative while maintaining member confidentiality
Effective problem-solving skills
Effective sales techniques
Ability to use standard banking and office equipment and systems; working knowledge of Microsoft Office products
Ability to work Monday-Thursday 9AM-5PM, Friday 9AM-6PM, and Saturday 9AM-1PM
Additional Compensation
Northwest Federal offers a comprehensive and inclusive benefits program, which includes medical, dental and vision plans for you and your family, 4 weeks paid vacation, 12 paid holidays, 24 hours of paid volunteer time, parental leave, company paid disability and life insurance, and a generous 401(k) plan with up to 7% employer match.
EEO Notice
Northwest Federal Credit Union is an Equal Opportunity Employer and will consider all qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status or any other classification protected by law.
NWFCU complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact the Human Resources Department at 703-709-8900 or HRDepartment@nwfcu.org.
