Member Service Specialist – Full time – Credit Union MSR/CSR

Florida Central Credit Union•Tampa, FL

4d•Onsite

About The Position

The Member Service Specialist will assist 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, home banking, etc. The specialist will explain services, set up new accounts, handle lending activities, respond to problems, and direct members to the appropriate people. This position is responsible for cross-selling all credit union products and services to achieve corporate goals. The specialist will assist members with opening and closing accounts, take and close loans, answer questions about products and services, and resolve problems within their authority. They will 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 involves coaching and mentoring other Member Service Representatives in their daily duties and identifying cross-sell opportunities.

Requirements

Assisting members and potential members with their Credit Union needs.
Providing expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.
Explaining services, setting up new accounts, and handling lending activities.
Responding to problems and directing members to the appropriate people.
Cross-selling all credit union products and services to achieve corporate goals.
Assisting members with opening and closing accounts.
Taking and closing loans.
Answering questions about products and services.
Resolving problems that are within their authority to resolve.
Assisting other Member Service Reps with technical problems and questions relating to complicated products and regulations.
Referring problems that are beyond their authority to their supervisor, along with their recommendations.
Coaching and mentoring other Member Service Reps in their daily duties.
Identifying cross‑sell opportunities and cross‑selling services to members.

Responsibilities

Assist members and potential members with their Credit Union needs.
Provide expertise with respect to more complex Credit Union services (IRAs, certificates of deposit, electronic funds transfer, home banking, etc.).
Explain services, set up new accounts, and handle lending activities.
Respond to member problems and direct them 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.
Resolve problems within their authority.
Assist other Member Service Reps with technical problems and questions relating to complicated products and regulations.
Refer problems beyond their authority to their supervisor with recommendations.
Coach and mentor other Member Service Reps in their daily duties.
Identify cross-sell opportunities and cross-sell services to members.