Member Service Officer

Member Service Officer

Financial Partner Credit Union, recognized as the Top Place to Work by the Orange County Register, the Best Credit Unions to Work For by American Banker, and Best Credit Unions in California by Forbes, is seeking a dynamic, highly motivated individual with a proven track record of success to join our team as a Member Service Officer at our Laguna Woods Branch.

Purpose of Job :

To greet members and provide concierge service, assisting them on using the Personal Teller Machine and convenience services. Setting mobile, online and e-Banking. Advise members in the selection and opening of all Credit Union deposit accounts. Refer to the Personal Banking Officers for Loans and CUSO for financial planning, investments and insurance products. Increase member relationships through proactive sales consultations with new and existing members. Take advantage of the cross-sell opportunities.

Essential Responsibilities :

• Greet member by name and smile. Assist members in utilizing the PTM.
• Good communication skills. Able to listen and ask questions to develop customized financial solutions for members.
• Listen to members and be alert to pre-approvals for referral opportunities. Be able to ask probing questions, cross-sell appropriate products and telemarket for special promotions.
• Open and close checking, savings, money market, CD's, IRA's following credit union policies and procedures.
• Identify and refer loan opportunities to PBO, Branch Manager or MLC.
• Proactively identify opportunities to serve members further using the Mini-FiNap process.
• Able to present features and benefits of CU deposit products and services and close the sale.
• Educate members on convenience services, such as mobile, e-banking, e-quest, bill pay, direct deposit, ATM and shared branches.
• Telemarket and follow up on all new accounts to ensure deposit accounts and convenience services are being fully utilized.
• Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union.
• Prioritize and follow up on all pending work and sales opportunities
• Be able to work as a team player, prioritize tasks and handle high volume traffic.
• Keep a neat and well organized work area.
• May be required to support other branches when necessary.

Education / Experience :

The pay range for this position is listed above. Our pay ranges are designed to allow for candidates with various levels of experience and skill to be considered, and to allow room for growth to be achieved in a role over time. Generally, new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their individual combination of experience, knowledge, skills, and education as well as internal equity. Financial Partners Credit Union is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.