Universal Banker (Member Service Representative)

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for Eight years in a row.

Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally.

Join us for a great employee experience focused on engaging employees and members alike.

GENERAL RESPONSIBILITIES: As a Member Service Representative (MSR), you will provide world-class service to members by delivering a professional, courteous, and efficient experience with each interaction.

This role is responsible for helping members with account management, processing transactions, promoting credit union products and services, and ensuring that compliance standards are met.

You will actively participate in sales and cross-selling efforts, contribute to the credit unions growth, and provide top-tier service across multiple channels.

JOB SPECIFIC DUTIES Member Interaction & Account Management Approach the members and visitors by greeting and welcoming them to the credit union in a courteous, professional, and timely manner, ensuring a world-class experience every time.

Assist members with opening and closing accounts, answering questions about products and services, and resolving problems within their authority.

Refer more complex issues to the supervisor with recommendations for resolution.

Open all accounts, certificates, loans, and other credit union products/services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.

Approach and provide members with general and specific information regarding credit union products and services.

Actively promote, describe, and cross-sell credit union products and services based on member needs gathered from interviews or by reviewing their accounts.

Research and report discrepancies to the supervisor.

Sales, Outbound Calls, & Cross-Selling Achieve personal referral goals by building relationships with current and potential members, utilizing TFCU Integrity Sales skills.

Actively participate in sales promotions and campaigns, making outbound calls to offer products and services tailored to individual financial needs.

Make outbound calls to current and potential members to promote, refer and cross-sell credit union products and services, schedule appointments, and follow up on inquiries.

Provide members with general and specific information related to credit union products and services.

Interview the member regarding their financial needs and present the right products and services as solutions.

Demonstrate and validate for the member based on their financial needs by suggesting suitable products and services.

Ensure adherence to quality assurance standards for outbound calls, maintaining high service levels and compliance with security standards.

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