Member Service Representative
Rally Credit Union · Corpus Christi, Texas, US
Job Location: Spohn Branch - Corpus Christi, TX 78414PRIMARY OBJECTIVE OF POSITION Make consumer loans, following current policies concerning loans as set by...
Job description
Job DetailsJob Location: Spohn Branch - Corpus Christi, TX 78414PRIMARY OBJECTIVE OF POSITION Make consumer loans, following current policies concerning loans as set by the Board of Directors, and meet performance targets for loan production and cross-sales of products. Determine the member's needs, tailoring credit products to meet their unique financial needs and goals. Cross sell all products and services while adhering to credit union policy and procedures. ESSENTIAL JOB FUNTIONS: Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services. Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved. Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members. Responsible for referring sales opportunities to other lines of business. Complete loan review to include recommendation of decision and forward to underwriters for decision. Communicate loan decisions with members. Maintains excellence in delivering member se...