Member Service Specialist

Sales and Service

• Demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union.
• Mets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations.
• Responsible for application processing and funding of consumer loans including personal, credit cards, auto, and home equity.
• Solicits a variety of peace-of-mind ancillary products associated with loans.
• Accurately completes loan and title documents.
• Participates in outbound calling campaigns as needed.

New Account and Member Maintenance

• Opens, maintains, and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts.
• Opens specialty accounts such as Business, Trust and Estate.
• Provides proactive and timely follow up.
• Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance.
• Assists members through digital channels such as phone, and email, ensuring professional communication through all channels.
• Encourages adoption of digital services.

Teller and Branch Support

• Efficiently and accurately processes transactions in a friendly manner.
• Maintains proper security controls and uses sound judgment to place check holds.
• Follows member identification procedures and asks questions to mitigate fraud.
• Uses good judgment to provide overrides within permission authority.
• Responsible for individual cash drawer balancing and assisting with daily branch balancing activities.
• Acts as a support resource for other team members.
• Completes assigned auditing, ordering and vault related responsibilities.
• Performs other duties as assigned.

Qualifications & Requirements

• EDUCATION: A high school diploma or G.E.D.
• EXPERIENCE: A minimum of 1-3 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm. NMLS required. Bilingual preferred.