MEMBER RELATIONSHIP SPECIALIST

4Front Credit Union•Traverse City, MI

2h•$20 - $25

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.
Understanding of Credit Union philosophy.
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

Assumes responsibility for ensuring and performing 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
Supports leadership to personnel through effective delegation and communication.
Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees.
Provides support and suggestions for improvement in performance, process and efficiencies.
Assists and supports the team and peer departments, as needed.
Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process.
Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly.
Attends meetings as required.
Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service.
Maintains regular contact with other departments to obtain information and/or to correct transactions.
Assists Deposit Operations personnel as needed
Ensures the Credit Union’s professional reputation is projected and maintained
Keeps executive management informed of area activities and of any significant problems.
Attends and participates in meetings as required.
Ensures work areas and equipment are clean and well maintained.
Performs procedures for opening and closing of operations, including vault, alarm, and door duties.
Provide replacement MRS coverage as needed.
Performs related administrative and lending functions as required.
Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations.