Member Exp Representative-Non Metro
Sharonview Standard Brand
 Tar Heel, NC

Requisition Number: MEMBE01120

Essential Responsibilities:

  1. Determine and present the member with the best options for meeting their financial goals through our lending products, deposit products and other products and services.
  2. Educate members on Sharonview’s technology solutions and the various channels to conduct business with Sharonview.
  3. Open new membership accounts and educate new members on Sharonview’s products and services.
  4. Perform all branch lending functions including the application process, gathering of loan documentation, closing the loan and complete filing and follow-up.
  5. Understand and know how to calculate the correct loan rate for a given product and be able to explain an APR.
  6. Process all member financial transactions: including but not limited to, opening and closing accounts, issuing checks, processing deposits and withdrawals, issuing certificates, issuing IRA and HSA accounts, issuing drafts, and other negotiable instruments.
  7. Respond to member inquiries regarding the operation of accounts, access to services, account discrepancies, adding, or reducing service features on various accounts, and assisting members.
  8. Operate a computer terminal to accurately post transactions, access account information, loan transactions, and update member account information.
  9. Perform and comply with branch physical security functions on a daily basis.
  10. Cross-offer, sell and educate our members on our products and services.
  11. Work various marketing lists by contacting members on the list through email, mail and outbound sales efforts.
  12. Understand and be able to calculate and explain deposit rates and APRs/APYs to members.
  13. Accept empowerment to resolve complaints, solve member problems and refund fees without supervisory approval.
  14. Other duties as assigned.

Qualifications and Requirements:

  • Bachelor’s Degree (BA or BS) from an accredited four-year college or university and two or more years of related experience; or an equivalent combination of education and work experience.
  • Must have a service orientation - actively looking for ways to help people solve problems or meet financial objectives.
  • Maintain a current knowledge of all deposit products plus consumer and real estate lending products. Know all of the features and benefits of each of these products.
  • Maintain a current knowledge of all products and services, changes in federal regulations and internal policies and procedures specifically related to their job.
  • Maintain confidentiality and safeguard all member information.
  • Possess the ability to perform active listening skills: give full attention during communication, taking time to understand, asking questions for clarification.
  • Demonstrate complex problem solving skills - identify complex problems and review related information to develop and evaluate options and implement solutions. Requires creativity, resourcefulness, strong decision-making and quick-thinking skills and abilities.
  • Maintain knowledge of and comply with all BSA related regulations and internal policies and procedures.
  • Proficient with a variety of computer software applications, including MS Word and MS Outlook, and ability to learn in-house application software.
  • Superior written and verbal communication skills with an outgoing, friendly personality. Information can be exchanged in person, in writing, by telephone or e-mail with a wide variety of persons, both internally and externally
  • Possess the ability to work well with people and to create a self-motivating work environment. Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Must accept empowerment to be accountable; must be willing to be coached and be moldable and teachable.
  • Demonstrate strong organization skills, high level of accuracy, and the ability to multi-task in a fast paced environment while able to give attention to details.
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