About the position The Lead Member Service Representative at Partners Federal Credit Union serves as a frontline representative responsible for building long-term relationships with members by understanding their financial needs and providing tailored solutions. This role emphasizes high-quality service, sales support, and collaboration within the team to achieve member satisfaction and revenue goals, while adhering to credit union policies and procedures. Responsibilities Demonstrates a high level of service and builds trust with members. , Identifies and builds a network of member contacts through various outreach methods. , Conducts outbound calling for member service and sales following the 2/2/2 program. , Ensures all members' needs are met and commitments are kept, providing '5 Star Service'. , Supports credit union objectives by cross-selling additional products and services. , Maintains expert knowledge of the consumer loan process and ensures loan documentation meets quality control standards. , Educates members on financial responsibility and processes new memberships and service requests. , Assists in training new team members and cross-training existing staff. , Provides support to branch management with scheduling and sales coaching as needed. , Completes projects and reports related to department operations. Requirements High school diploma or GED required. , 3+ years of relevant work experience in financial services and sales. , Fluent in Spanish preferred. , NMLS Certification required; CA Notary preferred. , Ability to use Microsoft Outlook and related software applications. Nice-to-haves Experience with Epysis, Springboard, and Verafin preferred. , Previous leadership experience preferred. Benefits Medical benefits , Financial benefits , Bonus and/or long-term incentive units may be provided. Apply Job!