Member Relationship Team Representative

Piedmont Advantage Credit Union

  • Winston-Salem, NC
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Piedmont Advantage Credit Union is seeking an energetic Member Relationship Team (MRT) Representative to work on our fast-paced Member Relationship Team in Winston-Salem, NC. The MRT Representative will assist members and potential members with their Credit Union needs; explaining services, setting up new accounts, responding to problems, and directing members to the appropriate contacts within the Credit Union. This is a Full Time position in our inbound call center.Essential Functions:
  • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
  • Refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Identifies cross-sell opportunities and cross-sells services to members.
  • Maintains member account information on computer system.
  • Assures that appropriate records are maintained and required reports are prepared.
  • Acts as liaison between members and various organizations and departments.
  • Performs other related duties as assigned
Education, Training, Abilities & Experience:
  • Credit Union, Banking and/or Financial Services experience strongly preferred
  • Possesses six months to two years of similar or related experience.
  • Holds a high school diploma or GED.
  • Excellent computer skills.
  • Ability to gain trust, build rapport, and motivate others
  • Provides prompt, accurate, courteous, friendly, timely and professional service to all members.
  • Maintains a professional work environment and businesslike appearance
  • Bilingual (Spanish) preferred
  • DNA experience preferred
Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee is exposed to an office environment. The noise level is usually low.Equipment required for this position:
  • Standard office space and equipment
  • Standard PC equipment and printers
  • Telephone and/or headset
  • To be capable of, and willing to fully comply with the requirements of the Bank Secrecy Act, The Patriot Act, OFAC and all credit union policies and procedures relating to or arising from these laws and applicable government regulations.
Benefits:Medical Insurance • Vision Insurance • Dental Insurance • 401(k) Plan with a competitive Employer Match • Credit Union Paid Life Insurance (of two times your annual salary) • Long & Short Term Disability Insurance • Flexible Spending Accounts • Paid Time Off • 10 Holidays throughout the year • PACU Day • Community Volunteer Opportunities

Piedmont Advantage Credit Union