Member Service Representative

Capitol Credit Union•Austin, TX

21h•Onsite

About The Position

As a Member Experience Specialist (PT), you help create the highest level of member service by building lasting relationships with Credit Union members, and co-workers through an environment of Courtesy and Respect and helping each other succeed. This position’s core responsibilities include serving our members with excellence and delivering great member value, as well as accurately and efficiently processing various financial transactions; asking for business and acquiring new members through account servicing; promoting products and services to meet members’ needs; and achieves sales and referral goals. Profitable growth with a culture of KAIZEN is required. A Member Experience Specialist must be active in branch success, including sales success, accountability, detail orientation, problem-solving, effective communication, teamwork, and initiative. Must be tech-savvy using tools such as tablets, barcode scanners, smartphones, laptops, and kiosk stands.

Requirements

High school diploma or equivalent.
Knowledge of various financial transactions, negotiable instruments, and deposit products and policies.
Intermediate knowledge in various loan products and ancillary products.
Strong knowledge of the Credit Union’s online, mobile, and Internet banking solutions products, processes, and policies.
Proficient knowledge of applicable Federal regulations including BSA/AML, Customer Due Diligence, Regulation E., Regulation CC.
Proficient mathematical skills to include accurately count money, add, subtract, multiply, divide, and intermediate knowledge of reconciling draft accounts.
Strong computer knowledge and keyboard skills, which include MS office 365 applications, ten- key number pad and exposure to Symitar, Meridian Link and Synapsys.
Skilled in interpersonal and communication skills (both written and oral) when working with members or co-workers on accounts.
Ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships.
Ability to work independently and in a teamwork environment.
Strong desire to work with members in a face-to-face environment while providing excellent member service daily.
Strong detail orientation and ability to maintain accuracy in processing transactions and detecting discrepancies.
Demonstrate the ability to recognize opportunities to cross sell products and services to existing members and prospects.

Nice To Haves

1-2 years financial institution experience or retail sales and/or customer service experience.

Responsibilities

Serving members with excellence and delivering great member value.
Accurately and efficiently processing various financial transactions.
Asking for business and acquiring new members through account servicing.
Promoting products and services to meet members’ needs.
Achieving sales and referral goals.
Being active in branch success, including sales success, accountability, detail orientation, problem-solving, effective communication, teamwork, and initiative.
Using tools such as tablets, barcode scanners, smartphones, laptops, and kiosk stands.