Member Services Representative Job at 1st Advantage Federal Credit Union

1st Advantage Federal Credit Union Grafton, VA 23692

Member Services Representative - Grafton Branch

1st Advantage Federal Credit Union is currently seeking a full-time Member Services Representative to support our busy Grafton branch in Yorktown Virginia. The scheduled hours will be Monday through Friday from 8:00 a.m. to 6:30 p.m. This position is responsible for performing a wide range of member service functions such as opening/closing accounts, sale referrals and handling member servicing issues. This role will support the sales initiatives of the branch by offering credit union products and services, cross-selling, and referring loans and business partner services accordingly and will aid in various areas of branch/retail operations as needed. 1 to 3 years of similar or related experience in a full-service credit union or bank is required. The successful candidate is reliable, customer service oriented, has strong attention to detail, and possesses strong communication skills.

1st Advantage Federal Credit Union has been serving members in the Hampton Roads community since 1951. We provide financial products and services that help members get ahead, while volunteering our time and resources to civic organizations and nonprofits that share our mission to improve life for each other. Be part of something special. Join 1st Advantage as a colleague and support our community members.

We offer market competitive compensation and a generous benefit package:

  • Dollar-for-dollar matching 401(k) plan to 4% of earnings.
  • Choice of three medical plans
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Choice of two Dental plans
  • Vision
  • Basic Life & AD/D Insurance – no cost
  • Optional additional life insurance for colleagues, spouses, and children
  • Long-term Disability Insurance – no cost
  • Short-term Disability Insurance – no cost
  • Employee Assistance Program – no cost
  • Critical Illness, Accident, and Hospital Indemnity Plans
  • Generous paid time off accrual program
  • 11 Paid holidays
  • Pre-paid legal services
  • Pet Insurance
  • Discounts on consumer loans and mortgages, increases on savings products, and much more!

To be considered for this opportunity, please submit your fully completed application and resume through our website.

To apply via text, please text APPLY854 to (757) 886-3977.

See below for full job description.

Essential Functions & Responsibilities:

  • Opens new accounts to include all savings and checking products, certificates, trust, business and organizational accounts ensuring that all proper disclosures are provided in accordance with credit union policy. Accepts accountability, maintains accuracy, and ensures security of all negotiable items. Completes any maintenance to member accounts (i.e. name changes, account changes, etc.) as requested.
  • Provides information to current, new or potential members concerning membership eligibility, types of accounts, loan products and membership benefits. Actively listens to members and effectively offers appropriate products and services. Enhances credit union performance by increasing referral volume. Consistently meet or exceed performance goals established for the MSR I position.
  • Maintain a knowledge of and adhere to credit union policies and procedures, with particular attention to the Bank Secrecy Act and the Patriot Act.
  • Responsible for building and retaining current and potential membership. This could include making sales and courtesy calls to members in an effort to retain current membership and bring in new business.
  • Performs other job-related duties as assigned to include Teller functions.
  • Ensures that member service functions are professionally delivered in a timely manner and that the credit union's professional reputation is maintained.

Performance Measurements:

  • Member service functions are efficiently, effectively, and accurately performed in accordance with established policies, procedures, legal standards and security procedures.
  • Demonstrate proficient knowledge of credit union products and services to include all types of account offerings and consumer lending products.
  • Develop knowledge of and consistently follow credit union policies and procedures,
  • Consistently achieves goals established for position as documented on credit union scorecard.
  • To maintain a dependable record of attendance and timeliness.
  • To proactively demonstrate the 1st Advantage FCU core values of integrity, trustworthiness, teamwork and excellence for all members and colleagues.

Knowledge and Skills:

Experience:

One year to three years of similar or related experience.

Education:

A high school education or GED.

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for
the purpose of first-level conflict resolution, building relationships, and soliciting
cooperation. Discussions involve a higher degree of confidentiality and discretion,
requiring diplomacy and tact in communication.

Other Skills:

Basic knowledge of credit union information systems and accounting functions
Familiarity with position related laws and regulations such as Regulation CC, Truth in
Savings, Bank Secrecy Act and the Patriot Act
Solid organizational skills
Possess excellent communication and public relation skills
Demonstrates a willingness to assist others

Physical Requirements:

  • TALKING: Especially where one must frequently convey detailed or important instructions idea accurately, loudly, or quickly.
  • AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
  • FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
  • REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
  • AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery.
  • PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 25 lbs. of force occasionally. (Almost all office jobs.)


Work Environment
Standard office work environment.

EOE/AA/M/F/Disability/Vet

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.




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