If you are motivated and believe in the credit union philosophy of People Helping People, join our team!
Purpose
The Member Services Manager has the broadest MSR knowledge and is responsible for training, delegating, and reviewing the work of all levels of MSRs as well as the oversight of Cash Management to ensure adherence to Branch Operations Risk parameters.
Enhanced Expectations and Responsibilities at this Position Level*
• Ensure employees are educating members on available services and making recommendations based on their needs.
• Encourage and process member referrals to specialists for assistance with real estate lending, insurance, investments, and estate planning. Knowledgeable in basic Financial Advisory Services (i.e., insurance, retirement planning, investment services, trust services) and able to provide quality referrals.
• Provide employe...