COPE 2026-39 PT Member Service Representative, Upper Sherman

Job Overview

Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Assists with achieving the goals and objectives relating to business development as set forth by the Branch Manager.

Role

Sales

1. Provide prompt, accurate, efficient transactional sales to members including drafts, AFT, bill payments, direct debit, stop payments and bill payment setup.
2. Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors, through appropriate referrals to other staff.
3. Utilize smooth referral process, whether for new or renewal business.
4. Perform retention activity (term maturities, etc.), when requested.
5. Track referral activity.
6. Actively c...