Job details
Job type part-time
Full job description
A member experience representative (mer)/ interactive video representative (ivr) assists member in a branch setting or by using virtual technology from a central or remote locationA mer/ivr is responsible for providing exemplary service to our members by identifying and recommending appropriate products and service solutions based on the members financial needsA mer/ivr is responsible for a variety of services including but not limited to performing teller duties, opening, and closing accounts, renewing certificate accounts, and assisting members with bookkeeping and checking account problems.
As the mer/ivr progresses through the levels, they will handle more complex account transactions to include but
Not limited to business account, trust, ira, fiduciary and/or power of attorney.
Required skills
Ability to build strong relationships with our membersMust be comfortable, professional and friendly on camera.
Ability to identify and offer appropriate credit union services and products that meet member’s needs.
Excellent oral and written skills.
Professional appearance and attitude.
Above average ability to operate related computer applications and other business equipment including 10-key, telephone and camera and headset equipmentWorking knowledge of windows-based pc products and general office equipment and possess the ability to operate multiple monitors and systems simultaneously.
Solid math and bookkeeping abilities.
Understanding of loan process, to include credit reports for the purpose of cross selling credit union loan products and services; ability to meet sales goals as defined by management.
Must be able to demonstrate established competency levels for all required regulatory or compliance-related processes and/or procedures within established timeframes of appointment.
Ability to work in an environment of flexible and changing work schedules.
Good time management and organizational skills.
Good troubleshooting capabilities.
Sound decision making skills.
Required experience
High school diploma or equivalent
Plus
1 (one) year of related experience in a financial institution (fi).
Or
3 (three) years retail performance-based sales experience (direct member contact w/goal objectives) notary.
Looking for a remote position? this position is for you!
