MEMBER RELATIONSHIP SPECIALIST (WEST FRONT STREET)

4Front Credit Union • Traverse City, MI

129d • $19 - $24

About The Position

The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served.

Requirements

• High school graduate or equivalent required.
• A thorough knowledge of member service, cross-selling and branch operations.
• Understanding of Credit Union operations, including opening and closing accounts, loans, IRA, HSA, and certificate procedures.
• Knowledge of basic accounting.
• Minimum of two years in member service or sales experience preferred, ideally in a financial institution.
• Excellent communication, listening and problem-solving skills.
• Professional appearance, dress, and attitude.
• Solid math skills.
• Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone.

Nice To Haves

• Training and leadership abilities preferred.

Responsibilities

• Ensures and performs efficient, effective, and professional MRS operations.
• Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings.
• Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member.
• Resolves member account reconciliation problems.
• Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares.
• Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards.
• Assists with balancing the vault, ITMs, coin machines.
• Answers questions regarding IRAs and HSAs.
• Acts as a liaison between members and the ITMs.
• Effectively ensures optimal team performance.
• Supports leadership to personnel through effective delegation and communication.
• Shares knowledge with team regarding policy, procedure, service and product offerings.
• Provides support and suggestions for improvement in performance, process and efficiencies.
• Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc.
• Maintains regular contact with other departments to obtain information and/or to correct transactions.
• Ensures the Credit Union's professional reputation is projected and maintained.
• Performs procedures for opening and closing of operations, including vault, alarm, and door duties.

Benefits

• Competitive salary range of $19.23 - $24.04.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED