Department: Member Relations
Reports To: Branch Manager
Grade: 8 Classification: Non-Exempt
Supervises Direct: 0 Supervises Indirect: 0
Provides Exceptional Experiences by identifying each individual member's unique financial need, and appropriately suggesting products and services that will meet or exceed those needs. Delivers unsurpassed service that builds long-term member loyalty while effectively handling member's transactions.
Essential Functions & Responsibilities:
50% Assists members with all of their membership and account need; including but not limited to opening and/or closing memberships, Certificates, IRA's, Trust accounts, Consumer Loans, Notaries, Processing Cash, Account Maintenance, and other transactions.
25% Review and analyze member's financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling Credit Union products and services.
10% Responds to member requests, questions and concerns. Takes ownership by finding the appropriate solution with timely follow through.
5% Collaborates and assists with other departments and branches to maintain Exceptional Service across all areas of the Credit Union.
5% Maintains member records, prepares files and any other member documents while maintaining the highest level of confidentiality.
5% Assists with specific branch opening and closing duties. Proactively performs other duties as needed or assigned.
1. Role models Rogue's Vision, Mission, Values, and Loyalty Culture. Utilizes the Service Promises with both internal and external members. Embraces Rogue's community involvement program in a positive and proactive manner.
2. Consistently provides Exceptional Service Experiences which creates the most loyal members in the nation!
3. Maintains an understanding of Credit Union products, services, policies, procedures, and is able to convey the features and benefits to new or existing members.
4. Demonstrates professionalism, and has excellent verbal and written communication skills.
5. Achieves or exceeds Credit Union, team, and individual goals as outlined in the yearly Goals and Objectives document.
6. Ensures all required activities are completed within expected time frames. Is able to work independently, stays organized and assists team by seeking additional work during slower periods of time.
7. Ensures compliance with all regulatory and procedural areas.
Knowledge and Skills:
Experience: Three years to five years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills: Excellent communication skills - verbal, written and listening. Needs-based sales ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail and quality. Strong computer and 10-key calculator skills. Ability to work as a team player and adapt to Rogue's Culture. Bilingual skills are preferred.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Regular talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.
Work Environment: Normal workday with occasional overtime. Will require working Saturdays and a rotating flexible schedule. Exposed to potentially hazardous conditions, i.e., robbery.
Job descriptions are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7577 or email email@example.com.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.