Member Relationship Representative I - Part Time 20 Hours (onsite in Holden at All One Credit Union

Holden, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

29.2

Posted On

28 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Cash Handling, Interpersonal Skills, Communication Skills, Organizational Skills, Problem Solving, Technology Proficiency, Microsoft Outlook, Microsoft Word, Microsoft Excel

Industry

Banking

Description

Description The Member Relationship Representative I provides exceptional member experiences by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective members. This position is responsible for processing teller transactions, as well as member service responsibilities. The Member Relationship Representative I helps members to understand and address their financial needs by utilizing a consultative sales and service approach. This position is part-time (20 hours a week). Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to members served by All One Credit Union. 1. Consistently executes appropriate behaviors aligned with the credit union's values and member service standards to deliver an exceptional member experience in the branch. 2. Identifies the financial needs of each member served. 3. Achieves all assigned member service and sales goals. 4. Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member. 5. Recommends appropriate solutions to meet member needs. When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs, such as wealth management, IRA, real estate and commercial lending, etc. 6. Completes all member requests including, but not limited to, onboarding new members, opening new deposit accounts, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.). 7. Participates in the branch’s operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, month reporting, etc. 8. Develops and deepens member relationships by taking ownership to resolve member issues efficiently. 9. Enhances knowledge of the credit union’s products and services to promote opportunities to introduce the member to all options available. 10. Executes all sales, servicing, banking transactions and operational tasks accurately. Follows all credit union security and compliance policies and procedures, including the Teller Balancing Policy. 11. Adheres to all policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required. Work-Life Balance, Benefits & Compensation: We understand the importance of work-life balance, and our programs give employees peace of mind. Employees at All One Credit Union are offered a comprehensive, affordable, and competitive benefits package including a rich 401K plan offering 100% of the first 5% 401K Match contribution and 3% 401K Safe Harbor contribution. Please review our full benefits package at all-onecu.com/about/careers/. The salary range for this role is between $19.46 - $29.20. Actual compensation will be determined based on experience and other factors as permitted by law. Requirements High School diploma or equivalent. One to three years of customer service and sales experience. At least six months experience with cash handling. Excellent interpersonal, communication and organizational skills. Must be skilled in engaging members in conversation to optimize sales opportunities. Must be a great problem solver, proactive in solving member issues and comfortable with technology. Must have a working knowledge of Microsoft Outlook, Word and Excel. This position is part-time, working approximately 20 hours a week (Tuesday 12:00 pm - 5:00 pm, Wednesday/Friday 10:00 am - 3:30 pm, and Saturday 8:30 am - 12:15 pm). Employees are expected to embody All One Credit Union’s core values in all interactions, fostering partnerships, trust, and community both internally and externally. This commitment supports a culture of inclusion and drives the achievement of All One’s goals. All One Credit Union is an Equal Opportunity Employer.

Responsibilities

The Member Relationship Representative I is responsible for providing exceptional member experiences and processing teller transactions. They help members understand their financial needs and achieve assigned service and sales goals.