Lead Member Service Representative - Hybrid Remote - Customer-Facing Expert with Sales & Financial Services Experience
Join Our Team: Lead Member Service Representative Are you passionate about delivering exceptional customer service and driving sales growth in the financial services industry? Do you have a knack for building long-term relationships and providing tailored solutions to meet the unique needs of clients? If so, we invite you to join our dynamic team at Partners Federal Credit Union as a Lead Member Service Representative. This exciting opportunity offers a flexible, hybrid remote work arrangement, allowing you to work from the comfort of your own home while still being connected to our vibrant team. About Partners Federal Credit Union At Partners Federal Credit Union, we're dedicated to serving the financial needs of our members with integrity, expertise, and a commitment to excellence. As a not-for-profit cooperative, we're driven by a mission to provide exceptional service, competitive rates, and innovative financial solutions that empower our members to achieve their goals. Our team is built on a foundation of trust, respect, and collaboration, and we're seeking talented professionals who share our values and are passionate about making a difference. Job Summary As a Lead Member Service Representative, you will serve as a frontline ambassador for our credit union, building long-term relationships with members by understanding their financial needs and providing personalized solutions. This role requires a unique blend of sales, service, and technical skills, as well as the ability to work collaboratively with our team to achieve member satisfaction and revenue goals. If you're a motivated and customer-focused professional with a passion for financial services, we encourage you to apply for this exciting opportunity. Key Responsibilities Deliver Exceptional Service: Demonstrate a high level of service and build trust with members by providing timely, accurate, and personalized solutions to meet their financial needs. Build Member Relationships: Identify and build a network of member contacts through various outreach methods, including outbound calling, email, and in-person interactions. Drive Sales Growth: Conduct outbound calling for member service and sales, following our 2/2/2 program, and support credit union objectives by cross-selling additional products and services. Ensure Quality Control: Maintain expert knowledge of the consumer loan process and ensure loan documentation meets quality control standards. Educate Members: Educate members on financial responsibility and processes new memberships and service requests. Support Team Members: Assist in training new team members and cross-training existing staff, and provide support to branch management with scheduling and sales coaching as needed. Complete Projects: Complete projects and reports related to department operations, and contribute to the continuous improvement of our processes and procedures. Requirements Education: High school diploma or GED required. Experience: 3+ years of relevant work experience in financial services and sales. Language Skills: Fluent in Spanish preferred. Certifications: NMLS Certification required; CA Notary preferred. Technical Skills: Ability to use Microsoft Outlook and related software applications. Nice-to-Haves Experience with Financial Systems: Experience with Epysis, Springboard, and Verafin preferred. Leadership Experience: Previous leadership experience preferred. What We Offer At Partners Federal Credit Union, we're committed to attracting and retaining top talent by offering a comprehensive benefits package, including: Medical Benefits: Competitive medical benefits to support your health and wellness. Financial Benefits: Financial benefits, including retirement savings and employee stock ownership. Bonus and Incentives: Bonus and/or long-term incentive units may be provided to recognize your contributions and achievements. Career Growth Opportunities We're dedicated to helping our team members grow and develop their skills, and we offer a range of training and development programs to support your career aspirations. As a Lead Member Service Representative, you'll have opportunities to: Develop Your Skills: Enhance your knowledge and skills in financial services, sales, and leadership. Advance Your Career: Take on new challenges and responsibilities, and explore opportunities for advancement within our organization. Make a Difference: Contribute to the success of our credit union and make a positive impact on the lives of our members. Work Environment and Culture At Partners Federal Credit Union, we're proud of our collaborative and inclusive work environment, which is built on a foundation of trust, respect, and teamwork. As a hybrid remote team member, you'll have the flexibility to work from home while still being connected to our vibrant team. We offer: Flexible Work Arrangements: Hybrid remote work arrangement, allowing you to work from home or our office. Collaborative Culture: A dynamic and supportive team environment that encourages collaboration, innovation, and growth. Professional Development: Opportunities for training, development, and career advancement. How to Apply If you're a motivated and customer-focused professional with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your application today, and we'll be in touch to discuss your qualifications further. Don't hesitate to apply – we value a great attitude and a willingness to learn above all. Apply for this job