What are the responsibilities and job description for the Member Service Specialist position at UMassFive College Federal Credit Union?
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Position Summary:
It is the responsibility of the Member Service Specialist to uncover and deliver ways to (1) save or make money for the member; (2) save them time or provide a convenience; (3) provide peace-of-mind for the member; or (4) generally improve the member’s financial knowledge. This will be accomplished by performing a variety of member service duties, including: establishing memberships, opening accounts, interviewing members for consumer and equity loans, disbursing loans, identifying members’ needs and providing services and products in their best interest. Refer members to the appropriate party for specialty financial services such as investment counseling, first mortgage applications, etc. Perform various Teller transactions, such as deposits, withdrawals, loan payments, and transfers. Educate members on financial topics, providing basic financial coaching services as needed.