Member Service Officer - Part-time

Closing Date: June 1, 2011

Company:	Credit Union West Glendale, AZ
Job Location:	Glendale, AZ (Maricopa County)
Employment Type:	Part Time
Department:	Member Services
Salary Range:	$11.98 - $14.97 / hr.
Benefits:	Medical, Dental, Vision, 401K plus match, Paid Time Off, & much more...

Description:

Credit Union West was founded in 1951 as Luke Federal Credit Union, and continues to serve the men and women at Luke Air Force Base, as well as residents of Maricopa and Yavapai Counties. The member-owned not for profit financial institution is a Federally insured cooperative, offering a full range of financial products and services to its members. The financial powerhouse has assets over $425 million and serves over 50,000 members with 11 branches.

Through its member owned philosophy, the credit union reaches out to the community to provide award-winning financial education programs for all ages and lifestyle groups, further underscoring its commitment to be so much more than money. Membership is open to anyone who lives, works or worships in Maricopa or Yavapai Counties.
Our organization is currently searching for a Member Service Officer for at our Metro location.

SUMMARY:
Responsible for performing a broad variety of member services such as opening and closing accounts, taking loan applications, renewing certificate accounts and assisting members with account related discrepancies. Answer member questions regarding Credit Union services provided, and perform a variety of account maintenance. Cross sells services and performs related receptionist and administrative functions as required. Assists or refers members with any and all questions or problems that arise. Attends to all telephone inquiries and transactions for members.

Duties:

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
· Ensures that all members’ needs are identified and the appropriate referrals or sales match the Credit Union’s services and products including, types of available accounts, special promotions, loan and deposit products, account convenience options and other related services and information.
· Maintains a product knowledge level that supports a needs-based referral and selling program. Actively listen to members to identify the needs and cross-sell accordingly.
· Responsible for the efficient and professional performance of member service functions.
o Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Rents safety deposit boxes. Orders checks for member accounts. Completes payroll deductions and authorization forms, ACH debits, wires and collection items and accurately completes paperwork associated with each.
o Follows proper fraud prevention procedures and completes SAR’s when required.
o Answers questions and solves problems for members by actively listening to problems, collecting data, securing answers and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
o Opens, renews and updates certificate accounts.
o Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary. Records and relays messages.
o Performs file maintenance and account changes as needed.
o Opens, maintains IRA accounts, and answers questions regarding IRAs.
o Effectively interview loan applicants, calculate figures, verify information, seek cross-sell opportunities, complete applications, process loans when applicable and make sound recommendations when submitted to loan officer.
o Generate and complete analysis on credit reports including facilitating score enhancement for the members.
o Ensure loan agreements are complete and accurate according to policy and requirements set out in regulations. Ensure each loan packet has a document checklist appropriately completed for each closed loan.
o Maintain an acceptable follow up procedure for loans in the processing queues.
o Have knowledge of title work procedures to perfect lien status.
o Accurately and actively use the sell macros to track cross-sell efforts and/or any other tracking device that has been established by the credit union.
o Participate in credit union marketing programs and regular business directives to ensure the credit union meets its goals.
o Participates in outbound calling programs as needed to ensure the credit union meets its goals.
o Successfully pass the Credit Producer’s licensing test within 6 months of employment.
· Responsible for establishing and maintaining effective, professional business relations with members.
· Responsible for establishing and maintaining effective coordination and working relationships with area personnel and management.

Qualifications:

Education/Certification:
High school graduate or equivalent.

Required Knowledge:
Thorough knowledge of member services and products provided.

Understanding of member bookkeeping procedures.

Experience Required:
One to three years of experience as a Member Service Representative

Skills/Abilities:
Excellent communication and public relations skills.

Professional appearance, dress, and attitude.

Ability to operate related computer applications and business equipment including 10-key and telephone.

Solid math and bookkeeping abilities.

This position is located at: 20155 N 67th Ave., Glendale, AZ 85308

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