Member Service Specialist
About The Position
The Member Service Specialist is primarily responsible for processing member transactions and providing a variety of member services in an accurate, efficient, and courteous manner. This role also involves promoting credit union products and services and maintaining proper control of assigned cash, correspondence, transactions, and credit union documents. The specialist provides assistance and support to the Branch Manager and Assistant Branch Manager in branch deposit, lending, and security operations. A key aspect of this position is providing leadership, technical guidance, and training to Member Service Associate staff members. Essential duties include conducting loan interviews and processing loan applications and documentation, executing member transactions and providing general information, actively promoting credit union products and services, maintaining proper control of assigned cash and documents, maintaining a neat and organized work area, and attending all required staff meetings and training sessions.
Requirements
- Requires a friendly, well-organized person who can portray a professional image regarding performance, appearance and attitude toward members, co-workers, and management staff.
- Must be able to balance consistently and keep proper control over cash drawer at all times.
- Ability to prepare and complete transaction and loan documentation and perform mathematical computation is required.
- Must have basic computer knowledge and the ability to learn credit union transaction processing systems.
Responsibilities
- Provide assistance and support to Branch Manager and Assistant Branch Manager as needed
- Conduct loan interviews and process loan applications and documentation
- Provide leadership, technical guidance, and training to Member Service Associate staff members
- Execute member transactions and provide general information in an accurate, efficient, and courteous manner
- Actively promote credit union products and services
- Maintain proper control of assigned cash, corresponding transactions, and credit union documents
- Maintain a neat and organized work area
- Attend all required staff meetings and training sessions
- Additional duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
