Floating Member Service Specialist (Full Time)

Summit Federal Credit Union•Munsons Corners, NY

11d•$22 - $23

About The Position

The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Buffalo region. Member Service Desk: • Promote and cross-sell credit union products and services that best suit our members’ needs. • Meet sales goals as determined by management. • Initiate contact with members to discuss unaddressed needs. • Ask for business referrals from satisfied members. • Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone. • Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. • Responsible for balancing daily work. • Build in next steps with members to address future needs. • Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person. • Adhere to credit union and departmental policies and procedures. • Update and document information learned about members on the system. Teller Station: • Accurately process transactions. • Adhere to credit union policies and branch/departmental procedures. • Make appropriate and timely suggestions about products and services to members. • Make effective referrals to other specialists when appropriate. Other • Update and document information learned about members on the system. • Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day. • Assist in various duties upon management’s request. • Participate in special projects as assigned by management. • Work overtime when requested by management.

Requirements

High School Diploma/Equivalency required.
Minimum one-two years’ prior Teller experience.
Strong math and keyboarding skills.
Effective communication skills, including listening skills, to build relationships and member loyalty.
Excellent interpersonal skills to create positive member experience.
Ability to cross-sell products and services.
Strong attention to detail and excellent organizational skills.

Responsibilities

Promote and cross-sell credit union products and services that best suit our members’ needs.
Meet sales goals as determined by management.
Initiate contact with members to discuss unaddressed needs.
Ask for business referrals from satisfied members.
Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.
Process member transaction requests accurately and efficiently.
Responsible for balancing daily work.
Build in next steps with members to address future needs.
Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.
Adhere to credit union and departmental policies and procedures.
Update and document information learned about members on the system.
Accurately process transactions.
Adhere to credit union policies and branch/departmental procedures.
Make appropriate and timely suggestions about products and services to members.
Make effective referrals to other specialists when appropriate.
Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.
Assist in various duties upon management’s request.
Participate in special projects as assigned by management.
Work overtime when requested by management.