Member Services Specialist
About The Position
As a Member Services Specialist, you'll serve as a trusted resource for members by delivering exceptional service and identifying financial solutions that meet their needs. Responsibilities include: Opening and maintaining consumer accounts, including checking, savings, and other deposit products. Assisting members with account transactions, service requests, and account maintenance. Processing consumer loan applications and assisting with loan disbursements and closings. Identifying opportunities to recommend products and services that support members' financial goals. Resolving member concerns quickly and professionally while providing outstanding service. Educating members on digital banking tools and credit union services. Maintaining accurate records and ensuring compliance with credit union policies and financial regulations. Building strong member relationships through personalized financial solutions. Supporting branch operations and contributing to team goals.
Requirements
- Minimum 2 years of experience in a similar capacity or customer service role required
- Exceptional customer service and relationship-building skills
- Friendly, positive, member focused attitude
- Positive, professional, and team-oriented attitude
- Ability to multitask in a fast-paced environment
- Comfort with computers and financial systems
- High school diploma or equivalent required
Nice To Haves
- Previous banking, credit union, financial institution, or teller experience strongly preferred
- Cash handling experience preferred
- CUAnswers or credit union software is a plus
- Associate's or Bachelor's degree in business, finance, communications, or related field preferred
Responsibilities
- Opening and maintaining consumer accounts, including checking, savings, and other deposit products
- Assisting members with account transactions, service requests, and account maintenance
- Processing consumer loan applications and assisting with loan disbursements and closings
- Identifying opportunities to recommend products and services that support members' financial goals
- Resolving member concerns quickly and professionally while providing outstanding service
- Educating members on digital banking tools and credit union services
- Maintaining accurate records and ensuring compliance with credit union policies and financial regulations
- Building strong member relationships through personalized financial solutions
- Supporting branch operations and contributing to team goals
Benefits
- Medical, dental, and vision insurance options
- 401(k)
- 401(k) match
- STD, LTD, & AD&D
- Life insurance
- EAP
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
