Member Service Specialist
About The Position
The Member Service Specialist delivers on University Credit Union’s CHAMPION Values through behaviors that create member and team member loyalty. The role provides service by accurately completing transactions and providing account information to members, while following cash and transaction guidelines to safeguard credit union and member assets. The position is hybrid, with two days at the corporate office. The expectation is to graduate into the Member Wellness Coach position within six months of employment by mastering account servicing, products and services, and member advocacy.
Requirements
- Must be a team player and collaborate with others.
- Adhere to regulatory, compliance, and organizational guidelines.
- High school diploma or GED required.
- Zero to one year of related experience required.
- Expected to graduate into the Member Wellness Coach position within six months, demonstrating mastery of account servicing, products and services, and member advocacy.
Responsibilities
- Provide face-to-face, phone, and digital-channel service to members requesting account assistance.
- Provide consultative guidance about credit union products and services, or refer members to the appropriate team member to assess needs, address concerns, and gain agreement.
- Process member transactions efficiently, accurately, and with personal care.
- Contribute to departmental goals by processing member requests with a sense of urgency.
- Follow cash and transaction guidelines to safeguard credit union and member assets.
- Perform other related duties as assigned or requested.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
