The Member Service Specialist plays a key role in delivering exceptional service to members, assisting with financial transactions, providing product and service education, and promoting a positive member experience.
Requirements
- Greet members warmly and provide prompt, courteous, and professional service.
- Assist members with a full range of financial transactions, including deposits, withdrawals, payments, transfers, and account inquiries.
- Educate members on credit union products, services, digital banking tools, and financial solutions that meet their needs.
- Address member concerns, troubleshoot account issues, and escalate complex matters when necessary.
- Open new accounts, including checking, savings, certificates, IRAs, and specialty accounts.
- Process account updates, address changes, stop payments, and other account maintenance tasks.
- Verify member identities and ensure compliance with credit union policies, security protocols, and regulatory requirements.
- Identify opportunities to recommend appropriate products and services, such as loans, credit cards, insurance offerings, and online banking solutions.
- Promote financial literacy and help members understand how to maximize the value of their membership.
- Maintain balancing standards and accurate daily cash handling.
- Assist with branch operations, including endâofâday balancing, record keeping, and compliance procedures.
- Follow all internal controls, security policies, and procedures to protect member information and credit union assets.
Benefits
- Retirement Plan
- 401k Matching
- Generous Paid Time Off