At a Glance
- Tasks: Provide exceptional member experiences and assist with financial needs in a dynamic branch environment.
- Company: Join All One Credit Union, a supportive workplace focused on member relationships.
- Benefits: Enjoy competitive pay, a solid 401K plan, and a comprehensive benefits package.
- Other info: Flexible schedule with opportunities for growth and a culture of inclusion.
- Why this job: Make a real difference in members' lives while developing your customer service skills.
- Qualifications: Customer service experience and strong communication skills are essential.
The predicted salary is between 19 - 29 £ per hour.
Description
The Member Relationship Representative I provides exceptional member experiences by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective members.
This position is responsible for processing teller transactions, as well as member service responsibilities.
The Member Relationship Representative I helps members to understand and address their financial needs by utilizing a consultative sales and service approach.
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to members served by All One Credit Union.
- 1. Consistently executes appropriate behaviors aligned with the credit union's values and member service standards to deliver an exceptional member experience in the branch.
- 2. Identifies the financial needs of each member served.
- 3. Achieves all assigned member service and sales goals.
- 4. Acquires and maintains all member relationships over the entire lifecycle of the member by identifying and understanding the financial needs of the member.
- 5.
Recommends appropriate solutions to meet member needs.
When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs, such as wealth management, IRA, real estate and commercial lending, etc.
- 6.
Completes all member requests including, but not limited to, onboarding new members, opening new deposit accounts, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.).
- 7. Participates in the branch's operational tasks such as audits, cash settlements, daily recap, ATMs, cash recyclers, month reporting, etc.
- 8. Develops and deepens member relationships by taking ownership to resolve member issues efficiently.
- 9. Enhances knowledge of the credit union's products and services to promote opportunities to introduce the member to all options available.
- 10.
Executes all sales, servicing, banking transactions and operational tasks accurately.
Follows all credit union security and compliance policies and procedures, including the Teller Balancing Policy.
- 11. Adheres to all policies and procedures. Responsible for compliance with the following regulations: BSA, OFAC, and other regulations as required.
Work-Life Balance, Benefits & Compensation
We understand the importance of work-life balance, and our programs give employees peace of mind.
Employees at All One Credit Union are offered a comprehensive, affordable, and competitive benefits package including a rich 401K plan offering 100% of the first 5% 401K Match contribution and 3% 401K Safe Harbor contribution.
Please review our full benefits package at all-onecu. com/about/careers/.
The salary range for this role is between $19.46 - $29.20. Actual compensation will be determined based on experience and other factors as permitted by law.
Requirements
High School diploma or equivalent.
One to three years of customer service and sales experience.
At least six months experience with cash handling.
Excellent interpersonal, communication and organizational skills.
Must be skilled in engaging members in conversation to optimize sales opportunities.
Must be a great problem solver, proactive in solving member issues and comfortable with technology.
Must have a working knowledge of Microsoft Outlook, Word and Excel.
Must be able to work a rotating schedule of Monday through Saturday.
Employees are expected to exhibit All One Credit Union’s core values in all interactions with internal and external members to achieve goals and support a culture of inclusion.
All One Credit Union is an Equal Opportunity Employer - Vets/Disabled.
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Member Relationship Representative I (onsite in Leominster, MA) employer: All One Credit Union
All One Credit Union is an exceptional employer that prioritises work-life balance and employee development, making it an ideal place for a Marketing Manager to thrive. With a comprehensive benefits package, including a robust 401K plan and the flexibility of hybrid work options, employees are supported in both their professional and personal lives. The collaborative and inclusive work culture fosters creativity and innovation, empowering team members to contribute meaningfully to the community-focused mission of the Credit Union.
StudySmarter Expert Advice🤫
We think this is how you could land Member Relationship Representative I (onsite in Leominster, MA)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All One Credit Union. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Member Relationship Representative I (onsite in Leominster, MA)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All One Credit Union.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All One Credit Union's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All One Credit Union
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All One Credit Union.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All One Credit Union will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All One Credit Union employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
