EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS :

• High school diploma or equivalent; additional certifications in finance or related fields are a plus.
• Proven experience in member service or sales role, preferable within the banking or credit union industry.
• Excellent interpersonal and communication skills, with the ability to explain financial concepts in a clear and understandable manner.
• Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy.
• Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals.
• Strong attention to detail and accuracy in handling financial transactions and maintaining member records.
• Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment.
• Proficiency in using email and Microsoft Office tools.
• Flexibility to work weekends and / or extended hours as needed.
• Demonstrated commitment to providing outstanding member service and building long-term relationships with members. If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes :
• Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States.
• Pre-employment credit check required. Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.

JOB SUMMARY : The primary purpose of the Member Solution Specialist (MSS) is to provide exceptional service to our members by offering personalized financial solutions and assistance.

This role is responsible for going beyond processing transactions by building and maintaining strong relationships with members while promoting TVFCU’s products and services.

The MSS will maintain a positive, enthusiastic and investigative mindset while providing excellent communication, problem solving skills, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Promptly welcome members in the branch while promoting an atmosphere of exceptional member service through positive member interactions.
• Initiate casual conversations with customers shopping in the store while demonstrating strong public relations skills.
• Initiate and maintain engaging member conversations to understand their financial goals and / or concerns. Address their inquiries by offering personalized solutions and accurate information.
• Proactively identify opportunities to deepen member relationships and recommend appropriate TVFCU products and services.
• Process various member transactions and inquiries, including, but not limited to, business deposits, loan closings, issuing debit cards, answer online and mobile banking questions as well as troubleshooting basic online and mobile issues.
• Promote the benefits of digital banking by educating members on online and mobile banking.
• Maintain composure with a positive attitude while resolving member issues and discrepancies in a timely and professional manner.

Collaborate with manager and / or relevant departments when necessary.

• Meet or exceed established production goals by uncovering needs and offering TVFCU products and services.
• Maintain in-depth knowledge to have the ability to answer routine to complex questions regarding products, services, policies and procedures.
• Maintain confidentiality of all member information.
• Maintain knowledge and comply with all policies and procedures. Complete all required training.
• Proactively demonstrate TVFCU core values of integrity, honesty, flexibility, teamwork, leadership, accountability and strong relationships in every interaction with members.
• Perform other duties as assigned.

Last updated : 2024-04-30