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TheHarrison High School Member Service Representativewill be accountable for providing accurate, professional, and knowledgeable member service to all Purdue Federal members and potential members.Assisting sales staff in exceeding monthly branch production goals by referring Purdue Federal products and services.Must comply with all SAFE Act regulation procedures.*Employees are expected todemonstrate and maintain an up-to-date knowledge of and ensure compliance with applicable regulatory requirements, including but not limited to BSA, OFAC, CIP, and internal policies and procedures.
DutiesandResponsibilities(EssentialFunctions):
Member Service
oProcess member transactions accurately, efficiently and timely by focusing on balancing
oSuccessful problem resolution and assistance to members regarding products and services
oIncrease member product usage through exchanges and effective relationship building
oInform and educate members on Purdue Federal products and services described in
oMaintain product knowledge and expertise on Purdue Federal products and services.
oAssist in meeting branch production goals by focusing on deepening relationships through referrals
oProcess incoming mail
Branch Security and Compliance
oEnsure compliance with all Federal and State regulations
oEnsure compliance with all Purdue Federal compliance and procedures up to and including Morning Glory and proper closing procedures
Individual and Team Development
oCross-training
oProfessional development
oBuild Purdue Federal Credit Unions brand awareness in your school.
oOccasionally represent the credit union during athletic or other school events by sharing products and services offered to our members and handing out promotional items specific to your school.
Required Skills
Knowledge,Skill, and AbilityRequirements:
Must be a Harrison High School Student
Ability to communicate, verbally and in writing, in a professional manner when dealing with employees, members, vendors and company contacts
Competent computer skills
Ability to follow the core values of honesty, integrity, mutual respect, pride and ownership
Member service skills
Problem solving skills
Sales experience
Purdue Federal Credit Union is anEqual Opportunity Employer/Veterans/Disabled