Member Service Specialist

FitzGerald Financial Group - Division of TowneBank MortgageChesapeake, VA
$45,250 - $57,500Onsite

About The Position

TowneBank has a culture that has a commitment to exquisite service for its members that will lead to the ability to create a reasonable rate of return for its shareholders, a bright future for its dedicated bankers, and a leadership role for the bank in promoting the social, cultural, and economic well-being of its community. As a hometown bank, its family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Requirements

  • At least 1 year of banking experience (with a single employer) working on the sales and service platform in a branch environment providing in-person exquisite member service.
  • Able to learn and retain new product information and promote benefits to members.
  • Strong work ethic and highly motivated to deliver financial services and solutions with only the highest ethical standards.
  • Ability to interact professionally with members on the phone, in-person and via written and email correspondence.
  • Experience resolving member issues in a positive, professional manner through active listening and through the delivery of exquisite service.
  • Can multi-task on a daily basis and can learn new processes effectively.

Nice To Haves

  • An Associates or Bachelor’s degree, or equivalent work experience in a large commercial bank branch.

Responsibilities

  • Opening new accounts and performing maintenance on existing accounts.
  • Interviewing members to obtain information and matching members’ needs to bank products.
  • Accurately gathering data, completing written documentation, and inputting information into the bank’s computer system.
  • Completing appropriate transaction tickets and taking them to the teller line for processing.
  • Promoting TowneBank as well as all related bank products.
  • Providing exquisite member service to members in person and on the phone.
  • Following the bank’s security guidelines on a daily basis.
  • Other duties as assigned, such as ordering supplies, reconciling accounts, and assisting with audits.
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
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