Senior Branch Member Account Specialist - Binghamton University, NY
About The Position
As a Senior Branch Member Account Specialist (Sr BMAS), you deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and follow up on consumer loan applications excluding residential mortgage lending. Rotates to perform branch duties to include MSR activities. Act on notary requests. Expand member relationships through offering appropriate products and services.
Requirements
- High school diploma with 1-3 years of related experience.
- Obtain notary license within 1 year of acceptance of role.
- Proficient in the Microsoft Office Suite programs.
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
Nice To Haves
- Associate degree preferred.
- Two to four years’ experience in customer service, retail, banking or financial services industry.
Responsibilities
- Prioritize member demands while providing impeccable member service.
- Greet members warmly, address inquiries.
- Resolve and follow up on member concerns promptly and courteously.
- Guide members to specialized team members for further assistance or final resolutions as needed.
- Uphold understanding of all offered products and services.
- Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
- Engage in constructive conversations with members to expand member accounts and experiences with the credit union.
- Conduct cash handling and transaction processing accurately, adhere to established procedures and regulatory guidelines.
- Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
- Obtain notary license within timeframe established to assist with requests.
- Provides departmental back-up coverage as needed.
- Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
- Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
- Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.
Benefits
- Pension Plan
- 401k Plan with company match
- Excellent health benefits
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
- Employee recognition program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
