Member Service Representative III (Personal Banker - Sales)

Member Services Representative IIIReports to: Branch ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.Duties and ResponsibilitiesAssumes responsibility for the effective and professional performance of Member sales and service-related functions:Recommends products and services that assists in meeting Member's financial needsResolves Member issues through listening, problem solving, and offering solutionsMeets or exceeds all sales, service and productivity goals established for this positionAnswers and responds to Member inquiries and questionsPerforms file maintenance and account changes as necessaryAssumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recyclerAssists members both inside and outside with ITM machinesMaintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilitiesProfessionally services basic member activity, including, but not limited to:Processes change of address and add additional names to accountsPlaces check orders and orders replacement ATM/debit cardsSets up direct deposit and processes wire transfers and stop paymentsProcesses printouts statements and check copies as requestedOpens direct depositsEstablishes and maintains professional relationships with Members:Resolves Member requests and questions promptly, courteously, and professionallyKeeps Members informed of Credit Union services and policiesMaintains and projects the Credit Union's professional reputationAssumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:Works as a team member with other KEMBA AssociatesKeeps supervisor informed of area activities and significant problemsCompletes required reports and records accurately and promptlyAttends meetings as requiredMaintains an up-to-date status of all sales support and processing activity with routine reporting to managementRegularly attends community events and serves as an advocate for KEMBA and the branchRegisters with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBAPerforms all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and proceduresDevelops an understanding of Credit Union history, philosophy, organization, policies, and operational proceduresOn a self-direct basis, continues to improve individual level of competency through training and certification on established educational programsRelates to others beyond giving and receiving instructions:Communicates with coworkers or peers without exhibiting behavioral extremesPerforms work activities requiring negotiating, instructing, supervising, persuading, or speaking with othersResponds appropriately to feedback from a supervisorPerforms other duties as assignedRequired QualificationsHigh school diploma or equivalent education or experienceThree or more years of experience in a high-performance sales environment with individual goalsTwo or more years of strong sales and customer experience resultsPrior experience in a financial/banking institution preferredStrong organizational skills and attention to detailMust value a high degree of accuracyProfessional demeanorEffective communication skillsBasic PC skills (Windows)Assertive problem-solving skillsPhysical DemandsThe physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.