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Member Solutions Specialist
$35k-42k (estimate)
Full Time | Banking 0 Months Ago
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LGE Community Credit Union is Hiring a Member Solutions Specialist Near Atlanta, GA

Who we are: 

In 1951, seven Lockheed Georgia employees dreamed of a better way to bank and LGE Community Credit Union was born. Today we serve communities in Northwest Georgia as a not-for-profit financial institution. Unlike a bank, whose profits go to its shareholders, our profits go to our members in the form of better rates and lower fees. We are guided by a strong commitment to provide a better financial future for our members. 

Who you are: 

  • Required: High School Diploma or equivalent 
  • Required: Flexibility to work weekends and/or extended hours as needed 
  • Required: Ability to cross-sell products and services 
  • Preferred: 1 years experience offering solutions and services based on the members needs within a results driven environment 
  • Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals 
  • Ability to effectively communicate in oral and written form 
  • Ability to gather, interpret, and solve complex problems 
  • Basic understanding of computer operation and programs 

What you'll do: 

This position is responsible for going beyond processing transactions by responding to member requests with an enthusiastic and investigative mindset. The Member Solutions Specialist will help establish relationships with members to understand their financial goals, identify solutions, and connect them to the appropriate teammate who can provide education and solutions to help fulfill their financial wellbeing. Maintaining composure with a positive attitude in a high production and changing environment will be critical in contributing to a positive member experience within a dynamic team setting. 

Essential Functions: 

  • Cultivate relationships with teammates and specialists to assist members with inquiries and/or problem resolution
  • Accept incoming calls and provide appropriate solutions to members inquiries/requests in a timely and professional manner
  • Provide outstanding, personalized service to all members by building rapport and providing timely solutions and/or alternatives
  • Verify member identity based on department guidelines/procedures prior to releasing account specific information
  • Proactively identify members needs by providing additional product and service opportunities which may help improve their financial well-being
  • Identify, research, and resolve member issues using the proper service channels including but not limited to:
    • LGE Internal Department Resources
    • Symitar
    • CATS
    • VISA DPS
    • Verafin
    • Alkami Admin
    • TRANSACT 
    • Sync1 
    • E-payments 
    • Interaction Desktop 
  • Handle and resolve member requests, and if necessary escalate to Member Solutions Team Lead 
  • Inform and educate members on how to conduct simple transactions through convenient banking options (i.e. online banking, mobile banking, ATM/PTM) that benefit them 
  • Troubleshoot basic level online banking issues including but not limited to registration, navigating the site, and Bill Pay issues 
  • Sort, review, and process mailed deposits, payments, and incoming member correspondence 
  • Accurately process members' financial transactions to include but not limited to: 
    • Deposits 
    • Withdrawals 
    • Transfers 
    • Payments 
    • Maintain negotiable items and balance daily 
  • Process new membership applications and ensure completed applications and supporting documents have been received prior to funding new memberships 
  • Open sub-share accounts or other products as needed 
  • Manage Member Solutions administrative workgroups, including but not limited to: 
    • Secure message 
    • Email 
    • Chat 
    • DocuSign 
  • Maintain awareness and report suspicious activity; proactively identify potentially fraudulent activity to prevent credit union losses 
  • Seek opportunities to meet or exceed established sales and service goals for member/LGE financial well-being 
  • Remain knowledgeable of all LGE products, services, and procedures 

#LI-Hybrid

Monday - Friday 8:30 AM - 5:30 PM
plus one Saturday per month 9:00 AM - 1:00 PM

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$35k-42k (estimate)

POST DATE

05/23/2023

EXPIRATION DATE

05/08/2024

WEBSITE

lgeccu.org

HEADQUARTERS

AUSTELL, GA

SIZE

200 - 500

FOUNDED

1951

TYPE

Private

CEO

VERA TERRELL

REVENUE

$50M - $200M

INDUSTRY

Banking

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About LGE Community Credit Union

LGE Community provides banking and financial services for corporate and retail customers.

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