Member Service Representative - Skyward Credit Union

Cessna Aircraft Co Wichita , KS 67251

Posted 2 months ago

JOB SUMMARY:

Accurately and efficiently process transactions such as customer deposits and cashing checks. Assist members with inquiries and/or problem resolution in a professional and composed manner and escalate to manager as appropriate. Ability to open basic accounts without supervision and process loan applications. Increase the brand value of Skyward Credit Union to its membership by offering financials solutions to existing members.

JOB RESPONSIBILITIES:

  • Inform and educate members on how to conduct simple transactions through self-service technologies

  • Follow established policies, procedures and guidelines to protect both our members and Skyward Credit Union

  • Listen carefully and connect with members to understand their top financial priorities and to uncover products and solutions that will benefit them

  • High level of confidentiality required due to level of position

  • Perform other duties as assigned

  • Working in a team environment

  • Ability to open certificates, savings, checking and IRA accounts with no supervision

  • Perform opening and closing duties

  • Process garnishments and tax levies

  • Process wires

  • Assist in gathering information to file government mandated forms such as Currency Transaction reports or Suspicious Activity reports.

EDUCATION/ EXPERIENCE

High school graduate or GED required; some college preferred

Minimum 1 year customer service experience in financial services (Experience with Skyward preferred), retail sales or a goal-oriented environment

QUALIFICATIONS:

  • Ability to respond and assist customers with inquiries and/or problem resolution

  • Ability to work effectively as a team member

  • Ability to identify customer financial needs, goals and objectives; comfortable asking customers about their personal finances

  • Ability to sell customers on meeting with a sales associate to learn about products/services

  • Strong communication skills (including verbal and non-verbal) and active listening skills

  • Careful attention to detail and time management

  • Proficiency in basic computer skill

  • Strong understanding of NCUA insurance coverage

  • Clear understanding of Skyward Credit Union products and services

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Member Service Representative - Skyward Credit Union

Cessna Aircraft Co