Member Specialist (I, II, III)

Coosa Valley Credit Union•Dallas, GA

12d•Onsite

About The Position

Coosa Valley Credit Union is excited to announce an opening for Member Specialist within our Dallas Branch location! We are looking for individuals who are passionate about helping our members achieve their financial goals and improve their financial well-being. If you are eager to be a part of a dynamic team dedicated to making a positive impact in the lives of our members, we encourage you to apply today for this exciting opportunity within Coosa Valley Credit Union! Job Description: Provides excellent member service to members in the branch, through email, chat and calling on the phone. Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc. Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc. Must look for opportunities to refer products and services to each member, as fits their needs. Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc. Process and open new accounts as well as other items as requested by the member. Process cash with accuracy while following the security measures set in place according to policy. Responsible to read, study and apply credit union policies and procedures as assigned. Properly identifies members in the branch and over the phone following current security procedures in place. Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying. Participates in appropriate and applicable training through the credit union library, on-site trainings, cross training to ensure job knowledge is current and up to date. Maintains compliance with all required regulations and policies, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations. Other duties as assigned.

Requirements

High School diploma or GED.
Must have strong oral and written communication skills.
A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
Ability to interact tactfully and professionally with Credit union staff as well as external contacts.
Maintain a high degree of confidentiality in dealing with various personnel and member information.
Light travel is required. Travel to the various branch locations or to off-site trainings may be necessary on occasion.

Nice To Haves

Experience in banking is preferred.
Previous experience working with the public and/or customer service is also preferred.
Experience in cash handling is preferred.

Responsibilities

Provides excellent member service to members in the branch, through email, chat and calling on the phone.
Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc.
Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc.
Must look for opportunities to refer products and services to each member, as fits their needs.
Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc.
Process and open new accounts as well as other items as requested by the member.
Process cash with accuracy while following the security measures set in place according to policy.
Responsible to read, study and apply credit union policies and procedures as assigned.
Properly identifies members in the branch and over the phone following current security procedures in place.
Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying.
Participates in appropriate and applicable training through the credit union library, on-site trainings, cross training to ensure job knowledge is current and up to date.
Maintains compliance with all required regulations and policies, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
Other duties as assigned.