Member Service Specialist-Bilingual

SkyPoint Federal Credit Union•Germantown, MD

1d•Hybrid

About The Position

SkyPoint Federal Credit Union is a community-based financial institution located in Montgomery County, Maryland, serving the greater Washington D.C. metro region. As a Community Development Financial Institution (CDFI), SkyPoint focuses on providing accessible financial services to help members and the community prosper. The credit union aims to simplify banking and build empowering relationships through an inclusive, expert, and compassionate team. The Member Service Specialist is responsible for performing branch functions, including accurate and timely processing of transactions, opening new accounts, and maintaining existing memberships. A key focus of this role is building member relationships, fostering loyalty, and growing the membership base. The specialist will educate members on credit union products and services, ensuring they understand and utilize them effectively. Adherence to policies, procedures, safeguarding sensitive information, and compliance with regulations are essential. The role also involves assisting members and potential members with understanding and utilizing credit union products and services.

Requirements

Ability to work independently and in a team environment
Working knowledge of savings and checking products, accounts and services
Effective skill performing mathematical calculations and working accurately with numbers
Active listening skills to accurately respond to inquiries and account requests
Effective verbal and written communication skills
Organizational, planning and time management skills
Effective research, analytical, and problem solving skills
Skill in building effective relationships through rapport, trust, diplomacy and tact
Effective in exercising initiative and using good judgment to make sound decisions
Maintaining composure in a high production and changing environment
Ability to navigate multiple screens and PC applications and adapting to new technologies/software
May be required to participate and complete specialized training per business need (notary, IRA)

Nice To Haves

Customer service experience
Cash Handling
Experience in member/customer service preferably in a call center, retail banking or financial institution
Experience in working in a credit union/bank environment

Responsibilities

Give prompt, efficient, and accurate service; processes all member transactions.
Open new membership and performs maintenance on accounts including IRAs and business accounts.
Council and educate members on financial matters and available products/services offered.
Use tack and experience-based knowledge to research and resolve member inquiries with professionalism.
Provide member technical assistance for online, mobile & telephone banking, Bill Payment, and other eServices.
Float to support other Branches.
Conduct credit analysis for possible cross sell.
Cross-sell products and services based on member needs.
Interview members for potential loan applicants and initiates.
Use CRM software to track referrals, member follow up and sales performance goals.
Perform a variety of administrative duties that support member service/branch.
End of day balancing.
ATM processing.
Cash analysis/verification.