Overview
Working in a collaborative environment to build member relationships. Manages the opening of new accounts and membership maintenance of existing accounts through online channels. Initiate contact with new and existing members by phone and/or email to build, maintain and grow our member relationships. Focus on professional and exceptional member service to include co-workers, business partners and overall membership.
Responsibilities
- Effectively manages incoming applications from indirect delivery channels to ensure applications meet requirement for membership.
- Reviews applications for membership eligibility, and works collaboratively with Loss Prevention on any potential fraud trends, and follows up with applicant on acceptance or declines. Updates new accounts with correctly identified information (i.e. address, branch, SDC, etc.).
- Welcomes new member, either by phone or email, and advises of next steps in their membership setup and answers any reciprocal questions.
- Assess current and new members’ financial needs by using effective relationship building and consultative sales techniques. Make appropriate recommendations for loan, deposit, and insurance products and services.
- Works collaboratively with many areas of the organization. Understands the work flow and practices of various support departments. Serves as a resource for internal questions.
- Adheres to established policies, procedures and processes and exercises appropriate approval authority.
- Serves as a department back-up for processing consumer loan applications, as needed.
- Performs other duties as assigned.
Knowledge, Skills and Competencies
- In-depth knowledge of OnPoint products, services, programs and practices.
- Strong judgment and analytical skills. Apply logic to solve problems and mitigate risk.
- Ability to conduct needs assessments and identify areas for improvement.
- Exceptional written and verbal communication skills. Use language effectively to gather information and facilitate the exchange of thoughts/ideas. Writes concisely, clearly and logically. Expresses self orally in clear fashion.
- Excellent interpersonal skills. Act as a team player who encourages and models collaboration.
- Ability to multi-task and prioritize workload.
- Ability to work independently, seeking supervision when necessary.
Qualifications
- At least 1 year experience as a Teller or Member Servicing.
- High school diploma or equivalent.
- Previous experience in a high-volume workload environment preferred.
At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.
We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.