Member Service Specialist
About The Position
The Member Service Specialist provides in-person and telephone service to TowneBank members, opens new accounts, and maintains existing accounts. The role interviews members to understand their needs and match them with bank products, gathers and enters information, completes documentation and transaction tickets, and promotes TowneBank and its products. The specialist follows daily security guidelines and applicable federal Anti-Money Laundering (AML) laws, rules, and regulations, including the Bank Secrecy Act (BSA). Other assigned duties may include ordering supplies, reconciling accounts, and assisting with audits. TowneBank describes its culture as committed to excellent member service, supporting its employees and shareholders, and contributing to the social, cultural, and economic well-being of its communities through volunteerism.
Requirements
- At least 1 year of banking experience with a single employer, working on the sales and service platform in a branch environment and providing in-person member service.
- Ability to learn and retain product information and promote product benefits to members.
- Strong work ethic and motivation to deliver financial services and solutions according to high ethical standards.
- Ability to interact professionally with members by phone, in person, and through written and email correspondence.
- Experience resolving member issues positively and professionally through active listening and service.
- Ability to multitask daily and learn new processes effectively.
Nice To Haves
- An associate or bachelor’s degree, or equivalent work experience in a large commercial bank branch.
Responsibilities
- Open new accounts and perform maintenance on existing accounts.
- Interview members, gather information, and match their needs to bank products.
- Accurately gather data, complete written documentation, and enter information into the bank’s computer system.
- Complete appropriate transaction tickets and take them to the teller line for processing.
- Promote TowneBank and related bank products.
- Provide member service in person and by phone.
- Follow the bank’s security guidelines on a daily basis.
- Perform other assigned duties, such as ordering supplies, reconciling accounts, and assisting with audits.
- Comply with applicable federal AML laws, rules, and regulations, including the BSA.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
