Under general supervision utilizes the Con2ect Member Experience Model to provide superior service to UNFCU membership promptly and courteously within established guidelines, most often facilitated through building effective relationships and diligent problem solving. The MSR II position is responsible for determining members' financial needs and making referrals where necessary, promoting the Credit Union's product line, processing new accounts/loan applications, resolving member account/loan problems, and assisting members to the fullest extent possible. This position performs a variety of duties related to servicing members of the United Nations Federal Credit Union.
A Member Service Representative II is distinguished from a Member Service Representative I by the requirement to utilize the Con2ect Member Experience Model to conduct thorough member interviews, handle more complicated member inquiries and requests, and take appropriate action under more generalized supervision.
TYPE & AMOUNT OF EXPERIENCE:
In addition to any specific job requirements in connection with Bank Secrecy Act and/or OFAC (BSA), employee must (i) be aware of BSA matters commensurate with the position; (ii) report any suspicious activity to the manager or compliance department; and (iii) satisfactorily complete any required BSA training.