KEMBA Financial Credit Union

Member Service Representative

Columbus, Ohio | Jan 9, 2024
Job Function
Customer Service

Job Description


KEMBA Financial Credit Union


EOE Statement
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

About the Organization
Why work at KEMBA? KEMBA Financial Credit Union is a not-for-profit financial institution, founded in 1933. Our mission is to provide superior quality, innovative, convenient, and competitive financial services that contribute to the well being of our members and their families. We take this commitment seriously.

Thanks to prudent decision-making and hard work, KEMBA has grown steadily over the years and has become one of the largest credit unions in Ohio. We are very proud to say that throughout the recent economic recession, we have continued to hire new associates, give raises to existing associates, and offer the same level of benefits offered before the recession began!

KEMBA offers competitive pay in addition to medical, dental, and vision insurance, 4 weeks of paid time off (PTO) per year, holiday pay, dollar-for-dollar 401(k) match up to 5% of associates' salaries, profit sharing, tuition reimbursement, as well as free life and disability insurance.

KEMBA also provides a safe, professional working environment for all of its associates. We have 9 branches to serve our members plus a corporate office. All of our facilities are modern, clean, and visually appealing. In addition, KEMBA associates enjoy using the latest technologies to ensure that we are able to deliver excellent service to our members and that our associates are able to perform their jobs as efficiently as possible.
Pre-employment background check required. Equal Opportunity Employer/M/F/D/V

If you have a disability and are unable to utilize our online application system, you may mail your resume to KEMBA Financial Credit Union, Attn: Human Resources, 555 Officenter Place, Gahanna, OH 43230.

*All benefits are available to full and part-time associates working at least 25 hours per week. Associates working at least 20 hours are eligible for all benefits except medical, dental, and vision.

Objective:

The Member Services Representative is a results driven position responsible for performing a broad variety of Member focused sales and services activities that helps enrich the financial lives of our Member. This high-contact position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.

Duties and Responsibilities:

• Assumes responsibility for the effective and professional performance of Member sales and service related functions.

• Recommends products and services that assists in meeting Member's financial needs

• Resolves Member issues through listening, problem solving, and offering solutions.

• Meets or exceeds all sales, service and productivity goals established for this position.

• Answers and responds to Member inquiries and questions

• Performs file maintenance and account changes as necessary

• Establishes and maintains professional relationships with Members.

• Resolves Member requests and questions promptly, courteously and professionally

• Keeps Members informed of Credit Union services and policies

• Maintains and projects the Credit Union’s professional reputation

• Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management

• Works as a team member with other KEMBA Associates

• Keeps supervisor informed of area activities and significant problems

• Completes required reports and records accurately and promptly • Attends meetings as required

• Maintains an up-to-date status of all sales support and processing activity with routine reporting to management.

• Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA.

• Performs all duties in a manner that is 100% compliant with KEMBA policy and procedures.

• Assists in other areas as directed by Credit Union management.

• Develops an understanding of Credit Union history, philosophy, organization, policies and operational procedures.

• On a self-directed basis, continues to improve individual level of competency

• Must be able to relate to other people beyond giving and receiving instructions.

• Can get along with co-workers without exhibiting behavioral extremes

• Proficient in negotiating, instructing, persuading and speaking with others

• Respond appropriately to feedback from supervisors

Desired Skills and Experience

Required Qualifications:

  • High school diploma or equivalent education or experience
  • One to two years of experience in a sales/customer service environment
  • Prior experience in a financial/banking institution preferred
  • Strong organizational skills and attention to detail
  • Must value a high degree of accuracy
  • Professional demeanor
  • Effective communication skills
  • Basic PC skills (Windows)
  • Assertive problem solving skills

Desired Qualification:

Associate’s degree in Finance, Business or related field