Position Purpose

The role of the Member Service Specialist III encompasses a range of responsibilities aimed at aiding members and delivering a comprehensive array of member services.

These services encompass tasks like initiating account openings, renewing certificates of deposit (CDs), tending to account upkeep, facilitating lending processes, and proactively promoting the utilization of products and services.

Essential Duties

• Facilitate effective communication with members, conveying the advantages of the full spectrum of products and services available through Vibe.
• Cultivate strong rapport with members to promote and cross-sell products and services that align with their needs and interests.
• Attend to member accounts by elucidating the benefits and guiding the initiation of various products. This includes establishing new accounts, managing certificates, individual retirement accounts (IRAs), and an array of lending products.
• Address members' inquiries and devise viable solutions.
• Provide assistance and backing to fellow colleagues within the branch and the broader Credit Union team whenever necessary.
• Handle the processing, evaluation, and dispensation of loan applications.
• Offer members notary and signature guarantee services, demonstrating reliability and authenticity.
• Display flexibility in adhering to a work schedule that corresponds to the demographic requirements of the branch location and the capacity to adapt to any changes essential to accommodate evolving branch schedules.
• Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
• Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage.
• Perform other special assignments as needed.

Education / Experience

• Successful completion of high school education or equivalent qualification.
• Prior experience in customer / member service is advantageous.
• Familiarity with lending practices can be beneficial.

Skills / Abilities

• Profound customer service and sales skills, underpinned by a dedication to meeting member needs.
• Demonstrated aptitude for managing multiple tasks efficiently.
• Effective communication abilities, coupled with a professional demeanor and optimistic outlook.

Physical Requirements

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position.

Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions of the position.

While performing the responsibilities of the job, the employee is required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp

Job Posted by ApplicantPro

Last updated : 2024-04-26