What are the responsibilities and job description for the Member Service Specialist I-Canton position at Vibe Credit Union?
Position Purpose
The Member Service Specialist II is responsible for assisting members and performing a broad variety of member services such as opening accounts, renewing CD's, account maintenance, consumer lending, and cross-selling products and services
Essential Duties
- Responsible for communicating and recommending the benefits of all products and services offered to Vibe members.
- Build relationships and actively cross-sell beneficial products and services.
- Service member accounts by explaining benefits and opening products; including new accounts, certificates, IRAs and all lending products.
- Respond to member requests and provide effective solutions to resolve situations.
- Complete required daily, monthly and quarterly reports and assignments.
- Assist and support all branch and Credit Union personnel as needed.
- Process and disburse loan requests for Line of Credit loans, and credit cards.
- Provide notary and signature guarantee service to members.
- Must be willing to maintain a work schedule determined by the demographic needs of the branch location, and be willing to adapt to the changing needs of the branch schedule as necessary.
- 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
- High School graduate or equivalent
- Customer/ Member Service experience preferred
Skills/Abilities
- Strong customer service and sales skills
- Ability to multi-task
- Good communication skills, professional appearance, dress and attitude
- Ability to write routine reports and correspondence
