Member Service Representative III

Under general supervision, performs a variety of member client service within clearly defined policies and procedures. Promotes, up sells and cross sells the full range of deposit and investment products and sundry services. Acts as a liaison between member clients and various credit union departments (i.e., loans, accounting) and is the primary resource for opening new member accounts and for actively soliciting new deposit and investment business by following up on staff referrals, sales initiatives and member client inquires.

May provide guidance to junior Member Service Representative by providing technical guidance on day-to-day banking processes or may provide overall branch leadership by becoming a technical expert in one specialized area such as registered products.