Jeanne D’Arc Credit Union offers competitive wages, excellent benefits, a pleasant working environment, and the opportunity for career growth and advancement. We count on our valued workforce to be professional, provide exceptional member service, and help our members make smart financial choices.

Demonstrates a broad understanding of deposit and consumer loan products and services and is able to perform various duties related to the efficient account opening, origination of consumer loans, and accurately & efficiently processing member data, under the general supervision of the Assistant Member Service Center Manager. Builds member relationships with an emphasis on financial education, through knowledge and understanding of all credit union products & services. Quality of the work produced and level of productivity is within acceptable range for the department and corresponds to level of experience; adheres to established policies and procedures. Supports the Credit Union’s Core Values and Ultimate Goal along with the Member Service Center’s focus on service, quality, efficiency, and teamwork.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Actively engages in the relationship building process by identifying potential financial needs for members and makes appropriate referrals of products & services such as: savings, checking, credit/debit cards, internet/mobile banking, consumer loan products, etc.
• Educates and offers member Life and Disability insurance & GAP insurance protection on their loan
• Understands and maintains a working knowledge on all credit union deposit and loan products and can identify appropriate products to best meet member needs.
• Performs routine transactions such as account opening, originating consumer loan applications, basic deposit/loan transactions accurately and efficiently; assists in balancing the department at the end of the day.
• Assists the Member Service Center in meeting or exceeding its abandon call rate and longest average wait time metrics; strives for first call resolution to support service expectations.
• Responsible for resolving members issues/concerns with various products & services, such as Debit/Credit Cards and Online Banking/Bill Pay, using appropriate tools/resources.
• Communicates loan decision to member; schedules the closing for the disbursement of funds for personal, auto, and loans secured by collateral
• Collaborates effectively with team members to maintain high quality member service and efficient department operation; Establishes and maintains a good working relationship with all credit union personnel.
• Conducts business in a professional manner, always using a pleasant tone to greet the member.
• Takes responsibility for promptly addressing member questions/concerns, that come in through all delivery channels, and refers issues that exceed authority to appropriate personnel.
• Signs treasurer checks and conducts wire transfers within authorized limits.
• Adheres to all Member Service Center processes, procedures, and compliance regulations including member identification/authentication procedures and confidentiality policies.
• Understands and supports Retail metrics that are used to measure success.
• Participates in department and/or organizational projects as directed.
• Performs related and unrelated duties as assigned and therefore required.

High School Diploma or GED plus specialized coursework; 2-4 years of related experience; or equivalent combination of education and experience. Ability to cross-sell credit union products is also required. Strong member relations and effective communication are essential. This is a fast paced call center environment with extensive member contact via telephone.