Member Service Specialist

Floridacentral Credit Union•Bradenton, FL

1d•Onsite

About The Position

To assist members and potential members with their Credit Union needs directly and through other Member Service Representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.; explains services, sets up new accounts, lending activities, respond to problems, and direct members to the appropriate people. Responsible for cross selling all credit union products and services to achieve corporate goals. Assists members with opening and closing accounts, takes and closes loans; answers questions about products and services and resolves problems that are within their authority to resolve. Assists other Member Service Reps with technical problems and questions relating to complicated products and regulations. Refers problems that are beyond their authority to their supervisor, along with their recommendations. Coaches and mentors other Member Service Reps in their daily duties. Identifies cross‑sell opportunities and cross‑sells services to members.

Requirements

Expertise with complex Credit Union services (IRAs, certificates of deposit, electronic funds transfer, home banking, etc.)
Ability to open and close 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 Reps with technical problems and questions.
Ability to refer problems to supervisor with recommendations.
Ability to coach and mentor other Member Service Reps.
Ability to identify cross-sell opportunities and cross-sell services.

Responsibilities

Assist members and potential members with their Credit Union needs directly and through other Member Service Representatives.
Provide expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.
Explain services, set up new accounts, and handle lending activities.
Respond to problems and direct members to the appropriate people.
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 and resolve problems within their authority.
Assist other Member Service Reps with technical problems and questions relating to complicated products and regulations.
Refer problems that are beyond their authority to their supervisor, along with their recommendations.
Coach and mentor other Member Service Reps in their daily duties.
Identify cross‑sell opportunities and cross‑sell services to members.