Member Service Specialist - CSR
About The Position
The Member Service Specialist assists members and potential members with their Credit Union needs directly and through other Member Service Representatives. This role provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, and home banking. The specialist explains services, sets up new accounts, handles lending activities, responds to problems, and directs members to the appropriate people. This position is responsible for cross-selling all credit union products and services to achieve corporate goals. The specialist assists members with opening and closing accounts, takes and closes loans, answers questions about products and services, and resolves problems within their authority. They also assist other Member Service Representatives with technical problems and questions relating to complicated products and regulations, and refer problems beyond their authority to their supervisor with recommendations. Additionally, the role coaches and mentors other Member Service Representatives in their daily duties and identifies cross-sell opportunities.
Requirements
- Expertise with complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.
- Ability to explain services, set up new accounts, handle lending activities, respond to problems, and direct members.
- Responsibility for cross-selling all credit union products and services.
- Ability to assist members with opening and closing accounts.
- Ability to take and close loans.
- Ability to answer questions about products and services.
- Ability to resolve problems within their authority.
- Ability to assist other Member Service Representatives with technical problems and questions relating to complicated products and regulations.
- Ability to refer problems that are beyond their authority to their supervisor, along with their recommendations.
- Ability to coach and mentor other Member Service Representatives in their daily duties.
- Ability to identify cross-sell opportunities and cross-sell services to members.
Responsibilities
- Assist members and potential members with their Credit Union needs.
- Provide expertise with complex Credit Union services (IRAs, CDs, EFT, home banking).
- Explain services, set up new accounts, handle lending activities, respond to problems, and direct members.
- Cross-sell all credit union products and services to achieve corporate goals.
- Assist members with opening and closing accounts.
- Take and close loans.
- Answer questions about products and services.
- Resolve problems within their authority.
- Assist other Member Service Representatives with technical problems and questions.
- Refer problems beyond their authority to their supervisor with recommendations.
- Coach and mentor other Member Service Representatives.
- Identify cross-sell opportunities and cross-sell services to members.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
