Member Service Consultant II
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 involves consulting with members to identify and cross-offer products and services that meet their financial needs, resolving problems, and directing members to the appropriate people. The position also handles all member service-related duties, including 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.
- Experience with automated data processing systems including PC, Symitar, Keystone and mainframe system.
Nice To Haves
- Ability to lift 25 pounds.
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.
- 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.
- Be familiar with terms and disclosures of all credit union accounts, including IRAs.
- Participate in training and development opportunities.
- Identify cross-offer opportunities and cross-offer products and services based upon member needs.
- Be 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
