Member Service Representative III (Personal Banker - ...

Title: Member Services Representative IIIReports to: Branch ManagerSupervises: NoneStatus: Non-ExemptObjectiveThe Member Services Representative III is a results-driven position responsible for performing a broad variety of Member focused sales and service-related activities at a high level that help enrich the financial lives of our member. This high-contact sales position requires the ability to deal effectively with Members and other KEMBA Associates in person, by telephone and in writing.Duties and Responsibilities- Assumes responsibility for the effective and professional performance of Member sales and service-related functions: - Recommends products and services that assists in meeting Member's financial needs - Resolves Member issues through listening, problem solving, and offering solutions - Meets or exceeds all sales, service and productivity goals established for this position - Answers and responds to Member inquiries and questions - Performs file maintenance and account changes as necessary - Assumes teller line functions including, but not limited to, transactions for business members, balancing drawer, vault, and recycler - Assists members both inside and outside with ITM machines - Maintains audit controls including, but not limited to, dual control, key control, logs/reports, alarms, safe deposit box, and all teller-related audit responsibilities- Professionally services basic member activity, including, but not limited to: - Processes change of address and add additional names to accounts - Places check orders and orders replacement ATM/debit cards - Sets up direct deposit and processes wire transfers and stop payments - Processes printouts statements and check copies as requested - Opens direct deposits- Establishes and maintains professional relationships with Members:- Resolves Member requests and questions promptly, courteously, and professionally- Keeps Members informed of Credit Union services and policies- Maintains and projects the Credit Union's professional reputation- Assumes responsibility for establishing and maintaining effective coordination and working relationships with staff and management:- Works as a team member with other KEMBA Associates- Keeps supervisor informed of area activities and significant problems- Completes required reports and records accurately and promptly- Attends meetings as required- Maintains an up-to-date status of all sales support and processing activity with routine reporting to management- Regularly attends community events and serves as an advocate for KEMBA and the branch- Registers with the Nationwide Mortgage Licensing System (NMLS) as a Mortgage Loan Originator (MLO) and maintains and renews the registration in addition to completing related compliance training as directed by KEMBA- Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures- Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures- On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs- Relates to others beyond giving and receiving instructions: - Communicates with coworkers or peers without exhibiting behavioral extremes - Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others - Responds appropriately to feedback from a supervisor- Performs other duties as assigned

Created: 2026-05-04