Member Service Rep

BrightStar Credit UnionHollywood, FL
$22 - $25Onsite

About The Position

The primary purpose of this position is to assist the members of our growing community in meeting their financial needs and goals by offering them superior products and services. This is done by providing outstanding service to both internal and external members.

Requirements

  • Six months or more of similar or related experience
  • High school education or GED
  • Excellent oral and written communication skills
  • Proficient with all Microsoft Office applications
  • Ability to understand stakeholders’ needs and build trusted relationships.
  • Efficient in time workload management, must act promptly to requests.
  • Ability to work collaboratively with internal and external teams defined by our Service Standards and Promises.
  • Ability to perform well under pressure and with defined timelines and milestones.
  • Working knowledge and understanding of financial institution operations and business processes, including technology solutions used in financial institutions' operations.
  • Stay current with emerging technologies and trends.
  • Advanced verbal communication skills: the ability to articulate your thoughts and ideas and develop a point of view about your work.
  • Must uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures.
  • Online B.S.A. and O.F.A.C. courses must be completed at least annually.
  • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, U.S.A. Patriot Act, O.F.A.C., Fair Lending, and Credit Card Act.

Nice To Haves

  • Assist in preparing project management documentation consistently and accurately.
  • Good understanding of project methodologies.

Responsibilities

  • Complete loan interviews and applications, retrieve proper documentation, and complete final loan closings.
  • Assist members by determining appropriate accounts and services to offer based on individual needs. Open and close accounts, answer member questions, and resolve member problems within the position’s authority.
  • Complete account maintenance (including ATM/Debit card orders, disputes, fraud, payroll or direct deposit issues, call 24, and pc banking).
  • Identify the members’ financial needs and suggest a product or service to meet them.
  • Provide outstanding service to each internal and external member as defined by our Service Standards and Promises.
  • Promote all BSCU products and services, including but not limited to BSCU extended products, mortgages, and investments.
  • Perform teller duties and other related duties as assigned (including safe deposit boxes and end-of-the-day branch balancing).
  • At times, this position may require support and assistance in other branch locations based on business needs.
  • Weekend hours may be required.
  • Maintain knowledge with B.S.A. Compliance training.
  • Other job-related duties as assigned.

Benefits

  • Medical, Dental, and Vision
  • 401K Plan with Matching
  • Tuition Reimbursement Program
  • Supplemental Benefits
  • Engagement Area
  • Wellness Studio & Gym
  • Company Paid Life Insurance
  • Health Savings Account with Company Contributions
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