Lead Member Service Representative

About the position The Lead Member Service Representative at Partners Federal Credit Union serves as a frontline representative responsible for building long-term relationships with members by understanding their financial needs and providing tailored solutions. This role emphasizes high-quality service, sales support, and collaboration within the team to achieve member satisfaction and revenue goals, while adhering to credit union policies and procedures. Responsibilities • Demonstrates a high level of service and builds trust with members. , • Identifies and builds a network of member contacts through various outreach methods. , • Conducts outbound calling for member service and sales following the 2/2/2 program. , • Ensures all members' needs are met and commitments are kept, providing '5 Star Service'. , • Supports credit union objectives by cross-selling additional products and services. , • Maintains expert knowledge of the consumer loan process and ensures loan documentation meets quality control standards. , • Educates members on financial responsibility and processes new memberships and service requests. , • Assists in training new team members and cross-training existing staff. , • Provides support to branch management with scheduling and sales coaching as needed. , • Completes projects and reports related to department operations. Requirements • High school diploma or GED required. , • 3+ years of relevant work experience in financial services and sales. , • Fluent in Spanish preferred. , • NMLS Certification required; CA Notary preferred. , • Ability to use Microsoft Outlook and related software applications. Nice-to-haves • Experience with Epysis, Springboard, and Verafin preferred. , • Previous leadership experience preferred. Benefits • Medical benefits , • Financial benefits , • Bonus and/or long-term incentive units may be provided. Apply Job!