Member Service Specialist I

First Heritage Federal Credit Union • Elmira, NY

1d • Onsite

About The Position

First Heritage Federal Credit Union is a leading employer and financial institution with nine full-service local locations and over $800 million in total assets. The credit union is dedicated to the success and financial well-being of its members and team members, striving to be an employer of choice by offering a competitive salary, exceptional benefits, and professional growth opportunities including educational assistance and leadership programs. The Member Service Specialist I is responsible for accurately processing financial transactions and serving as an effective source of information for customers in the lobby, drive-thru, or by telephone. This role requires providing friendly, professional, confidential, and effective assistance to customers and company associates to ensure a positive experience and minimize wait time.

Requirements

• A high school degree or GED is required.
• Courtesy and tact are essential elements of the job.
• Ability to work with personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating, or referring.
• Ability to handle communications generally requiring shorter and not in-depth discussions.
• Ability to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
• Ability to read and carry out various written instructions and follow oral instructions.
• Ability to speak clearly and deliver information in a logical and understandable sequence.
• Ability to use basic math skills and spell accurately up to a high school graduate level.
• Capability of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
• Ability to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Ability to effectively handle multiple, simultaneous, and changing priorities.
• Capability of exercising the highest level of discretion on both internal and external confidential matters.

Nice To Haves

• Cash handling and customer service experience is strongly preferred

Responsibilities

• Demonstrate efficiency with financial transactions for checking, savings and loans: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with members to assure needs are met and minimize error.
• Balances cash drawer daily to assure accuracy in transactions and notifies supervisor regarding any outages. Appropriately applying policies. Assist with vault balancing.
• Process member requests for services such as money orders, certified checks, check orders, interim statements, plastic cards, and address changes. Cash checks according to Credit Union check cashing policies and federal regulations
• Possess adequate product knowledge as measured by the annual product knowledge certification assessment.
• Research, troubleshoot and resolve member and internal inquiries regarding policies, practices and products.
• Assist other departments and branches with transactions as needed, provide support for the department and branch managers in fulfilling member requests and merchant verifications.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Remain flexible with hours and Saturdays worked and serve as backup retail coverage in all First Heritage branch locations as needed.

Benefits

• competitive salary
• exceptional benefits package
• educational assistance program
• supporting our team members to participate in external and internal leadership programs
• generous 401(K) contributions
• exceptional health/dental/vision plans

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees