MEMBER SERVICE SPECIALIST III BA

POINT BREEZE CREDIT UNION GROUP•Bel Air, MD

5d•$21 - $24•Onsite

About The Position

Point Breeze Credit Union is seeking a full-time Member Service Specialist III for its Bel Air office. The role delivers member service and sales support, including teller duties, new account functions, complex and business account opening and maintenance, and loan processing and servicing. The specialist explains account terms and conditions, recommends relevant products and services, follows credit union compliance requirements, and may travel between branches as assigned. Pay is $21.00–$24.00 per hour, with placement within the role’s pay grades based on experience.

Requirements

High school diploma or GED.
At least 1–3 years of similar or related experience aligned with Member Service Specialist I and II skill sets, including teller and new accounts experience.
Strong interpersonal and customer service skills.
Enthusiastic and outgoing personality.
Excellent attention to detail and accuracy.
Effective written and verbal communication abilities.

Responsibilities

Perform duties associated with Member Service Specialist I and II, including teller duties and new account functions.
Deliver sales and service excellence by identifying cross-selling opportunities for additional products and services, including debt protection coverage on loans.
Demonstrate product knowledge, recognize opportunities, overcome objections, and recommend products and services that may improve members’ financial lives.
Open and maintain complex accounts, including trust, estate, guardianship, representative payee, and business accounts; explain service terms and conditions and meet compliance requirements.
Obtain required documentation and complete the loan interview process.
Process loans, including applications and required documents, and administer loan disbursement upon approval.
Respond to general loan inquiries, including calculating payoff statements, updating payment information, and adjusting debt protection products.
Adhere to credit union compliance requirements, including applicable Bank Secrecy Act (BSA) guidelines and regulations.
Perform other office operations duties as assigned by the Office Manager or an authorized party.
Travel between credit union branches as assigned.