Rome Member Service Representative
4 settimane fa
Role Overview
As a Member Service Representative in our Rome office, you will be the face of service excellence for our members. Your daily interactions will determine their financial needs and make referrals where necessary, promoting our product line, processing new accounts/loan applications, resolving issues with member accounts/loans, and assisting members to the fullest extent possible.
This position is onsite 5x/week, based in our Rome office.
Key Responsibilities
- Uphold UNFCU's mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
- Become a trusted advisor to members by presenting the features and benefits of UNFCU's products and services that will best satisfy their current and future needs.
- Investigate member account/loan issues, determine action necessary to resolve the issue, and ensure that this action is taken in a timely fashion. Follow up to ensure that the issue is corrected, and keep members informed of the status of their issues.
- Keep abreast of changing/new regulations, UNFCU products, procedures, and technology.
- Verify eligibility of prospective members, establish new memberships, and open new accounts.
- Respond to member telephone inquiries and requests. Prepare responses to member correspondence.
- Maintain confidentiality of all member account information.
- Assist with various functions that contribute towards the increased efficiency of the office. This could include performing clerical/reception/telephone duties to support department when necessary.
- Participate in Credit Union training programs.
- Perform any other functions as requested by Supervisor/Management which stay within the competence of UNFCU business in Geneva.
- Assist other UNFCU colleagues, branches, offices, and departments with various functions or projects.
- Conduct promotional activities such as presentations and info desks, etc.
- Work on various short and long-term projects.
- Perform additional responsibilities as assigned.
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