Member Service Consultant II - Greenville

Family Trust FCU•Greenville, SC

13h•Onsite

About The Position

This role requires general knowledge of all branch functions and the ability to perform all teller and member service responsibilities. The consultant will assist members in a professional, friendly, and courteous manner while accurately processing transactions. A key part of the role is to consult with members to identify and cross-offer products and services that meet their financial needs, resolve problems, and direct members to the appropriate people. This includes handling all member service-related duties such as account inquiries, file maintenance of existing accounts, and opening all types of accounts.

Requirements

General knowledge of all branch functions.
Ability to perform all teller and member service responsibilities.
Professional, friendly, and courteous manner.
Accurately process transactions.
Consult with members to identify and cross-offer products and services.
Resolve problems and direct members to appropriate people.
Handle account inquiries, file maintenance, and opening of all types of accounts.
Provide prompt, accurate, courteous, friendly, timely, and professional service to all members and employees.
Work effectively and courteously with all departments within the credit union.
Process member transactions, system input, documentation, and file maintenance with zero errors.
Know and understand products, services, and electronic delivery systems.
Familiar with terms and disclosures of all credit union accounts, including IRAs.
Identify cross-offer opportunities and cross-offer products and services based upon member needs.
Knowledgeable of and adhere to all security procedures and regulatory guidelines included in Regulation B, Bank Secrecy Act, OFAC/CIP, and IT Security.
Troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner.
Maintain privacy of member account information.
Maintain a professional work environment and businesslike appearance.
Experience with automated data processing systems including PC, software programs, Symitar, Synapsys and mainframe system.
Ability to lift 25 pounds.

Nice To Haves

Mentorship to other tellers.
Leading tellers to meet assigned goals.
Knowledge and ability to manage all vault duties.
Preparing and submitting various assigned reports and logs.
Approving check holds on accounts and providing teller overrides.
Performing branch audits (teller drawers, TCR/TCD, etc.).
Balancing cash drawer and daily transactions.
Selling negotiable instruments.
Transferring amounts from member accounts.
Maintaining member records.

Responsibilities

Provide feedback, motivation, and mentorship to other tellers and help lead them to meet assigned goals.
Assist in daily opening and closing procedures of the branch.
Manage all vault duties.
Prepare and maintain/submit various assigned reports and logs.
Approve check holds on accounts and provide teller overrides as authorization allows.
Perform branch audits, including teller drawers, TCR/TCD, etc.
Balance cash drawer and daily transactions to maintain balancing ratio set forth by the credit union business plan.
Be familiar with the terms and disclosures of all credit union accounts to answer member inquiries.
Assist members with opening all types of accounts.
Educate and cross-offer credit union products/services that most benefit the individual member.
Maintain in-depth knowledge of products and services, changes in regulations, and internal policies and procedures specifically related to their job.
Accurately receive and process member financial transactions, including deposits, withdrawals, and loan payments.
Sell negotiable instruments; transfer amounts from member accounts as directed and maintain member records.