What are the responsibilities and job description for the MSC SPECIALIST position at SAFE FCU?
SUMMARY:
The MSC Specialist is responsible for presenting, explaining and selling credit union products and services to members in a call center setting. It is also their responsibility to assist members to utilize these products and services. This position requires the ability to communicate effectively with prospective and current members as well as representing the credit union and its products in a positive and professional manner. These communication skills must translate effectively through Voice, written and electronic means.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Meets assigned sales and service goals.
Processes financial transactions for members including such functions as opening and closing of accounts, issuing checks, processing deposits and withdrawals from accounts, issuing certificates, drafts and other negotiable instruments, processes bank wires, and opening and closing IRA accounts.
Performs phone transfers, withdrawals, loan advances/payments, NADA book values, credit card and debit card information, loan payoffs and miscellaneous account inquiries for members.
Responds to routine member inquiries regarding the operation of accounts, products and services, access to services, account discrepancies, direct deposit, check orders, cleared items, and available funds and assisting members with lost/stolen/forged items.
Sells and cross sells members on all credit union products and services that meet their financial needs.
Initiates check orders.
Handles file maintenance on dormant or flagged accounts.
Supports and educates members on the use of Online Banking, Bill Pay, Mobile Banking and other electronic services.
Processes daily checks for electronic submissions
Researches and corrects account errors, to include: posting errors, outlying branch errors, and Online Banking and Telephone Banking errors made by the member.
Also acts as an Answer Center to the rest of the Credit Union, providing answers on policy, procedures and other credit union information.
Processes ATM/debit card Lost/Stolen, block, and purge requests to ensure there is no unauthorized use of the cards
Responds to member and non-member inquiries via Live Chat.
Responds to member requests via email and Secure Support.
Completes the functions of a MSC Specialist I, MSC Support Specialist, as needed.
Other duties as assigned.
EDUCATION and/or EXPERIENCE:
High school diploma or general education degree (GED); plus one year related experience and/or training; or equivalent combination of education and experience.