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Member Service Representative
2 months ago
**About Prospera Credit Union**
We are a community-based, purpose-driven organization that offers a full range of financial products and services. With nearly 80 years of service in local communities, we are committed to helping build vibrant, healthy communities, thriving local enterprises, and financially empowered people.
**Job Summary**
We are seeking a highly motivated and customer-focused Member Service Representative to join our team. As a Member Service Representative, you will be responsible for delivering exceptional customer service, building relationships with customers, and empowering their financial decisions.
**Key Responsibilities**
- Greet and Engage with Customers: Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships.
- Proactively Seek Sales Opportunities: Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate solutions.
- Collaborate with Team Members: Refer customers to other team members and business partners as needed, collaborating to ensure a seamless and rewarding customer experience.
- Handle Member Banking Needs: Handle member personal banking needs through discovery conversations and opening new products such as personal and business profiles, term deposits, and other banking products and services.
- Provide Exceptional Member Experience: Ensure an exceptional member experience by providing back-up support for other team members.
- Participate in Sales Meetings: Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system.
- Support Community Initiatives: Support and participate in community initiatives.
**Requirements**
- Previous Banking Experience: Previous banking, credit union or advisory sales experience with a strong interest in developing your financial services career.
- Excellent Communication Skills: Excellent communication, relationship-building, and negotiation skills.
- Capacity for Learning: Capacity and passion for learning, strong team orientation, and a keenness to help others.
- Technical Skills: Skilled in computer systems and processes.
**What We Offer**
- Inclusive Workplace: Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard.
- Training and Support: Training and continued support and access to resources throughout employment.
- Career Advancement: Career advancement opportunities and commitment to employee growth and development.
- Competitive Compensation: Competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
- Community Focus: Community-focused organization that cares about giving back to the communities we live, work and play in.
