Banker/MSA II

The Member Service Associate II is responsible for providing exceptional service to members by building relationships, conducting needs-based conversations, originating and closing consumer loans, and opening and maintaining deposit account relationships.

Requirements

• Greet and assist members with their inquiries and financial needs via phone, email, and in-person interactions.
• Conduct needs-based conversations to understand member goals and recommend appropriate deposit and lending solutions.
• Originate, process, and close consumer loans in accordance with credit union policies and regulatory requirements.
• Maintain and deepen member relationships by proactively identifying opportunities to add value and offering additional products and services based on member needs.
• Identify and resolve member issues promptly and effectively, escalating when necessary.