Member Service Specialist 2

Peak Credit Union • Tumwater, WA

4d • $21 - $32 • Onsite

About The Position

This position delivers exceptional member service by meeting members’ needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks, including processing transactions, resolving member concerns, and following proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of “people helping people” and objectives. May assist with staffing coverage at various branch locations and departments to support operational needs and ensure continuity of service.

Requirements

• A minimum of two (2) years’ experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution.
• Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services.
• Must be fully proficient in all credit union systems and applicable hardware.
• Demonstrated ability to learn and grow in an environment with frequent changes and competing demands.
• Demonstrated openness to feedback with the ability to respond with professionalism and dignity when delivering information to members and co-workers.
• Demonstrated ability to continuously learn and maintain knowledge of credit union system’s, processes, and compliance requirements.
• Demonstrated ability to timely problem solve and make decisions relevant to role and experience.
• Demonstrated ability to embrace and promote a positive, collaborative work environment.
• Demonstrated ability to role model our core values, maintain and confidentiality with minimal supervision.
• Ability to back up leadership (point of contact) and mentor of developing co-workers.

Responsibilities

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Identifies, refers or originates all products and services offered by the credit union.
• Manages branch services and product delivery autonomously for members, showcasing adeptness and expertise without the need for external assistance within the branch setting.
• Exhibits expertise, proficiency, and adeptness in providing financial counseling services to members, demonstrating the skill and capability to offer tailored guidance and support in financial matters.
• Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
• Processes cash orders with management oversight, completes wire transactions, and check 21.
• Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
• Assists management with certifications, key assignments, and balancing the vault.
• Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• Records detailed notes to document member interactions, complex situations, complaints and transactions to minimize lapses in employee communication or member service.
• Takes a proactive approach to learning new credit union systems/processes.
• Maintains a professional image and engages as a positive team member.
• Provides mentorship to colleagues regarding product knowledge, adeptly identifying member needs, and honing cross-selling skills. Exemplifies best practices for all staff, including but not limited to cross-selling techniques, fostering positive member relations, punctuality, and professionalism.
• Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• All other duties as assigned.

Benefits

• This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.
• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.
• All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed