Senior Member Service Representative

Job description

Title: Senior Member Services Representative Reports to: Branch Manager: Supervises: None: Status: Non-Exempt: Objective: The Senior Member Services Representative provides the main level of sales support and acts as a mentor to other Member Service Representatives. This position is responsible for achieving departmental standards, sales goals, and tracking sales activity. Duties and Responsibilities: - Motivates staff to cross-sell services, provides referrals, and promotes automated services - Provides feedback to sales staff and Branch Manager - Ensures Member satisfaction by implementing a system to address Member complaints and resolve account-related problems - Proactively offers new services for existing Members and non-Members: - Initiates outbound telemarketing activities that will result in the acquisition of qualified new memberships and an increased level of products/services utilization by all Members - Qualifies and originates loan and deposit services for Members in a manner consistent with policy and procedures - Targets, sells, and originates new memberships for all qualified non-Member candidates - Provides financial management and planning services consistent wit...