Member Service Specialist

Job Details

Job Location:

Ecusta Branch - Brevard, NC 28712
Position Type:
Full Time
Education Level: High School Diploma or GED

Travel Percentage :
Negligible

Job Shift: Day
Job Category:
Banking

Responsible for providing a variety of paying and receiving functions, including processing deposits, withdrawals, loan payments, cashier's checks, and cash advances. Balances each day's transactions and verifies cash totals. Performs specific assigned duties and assists other team members as required. Ensures that members are promptly and professionally served.

• Represents the Credit Union in a courteous and professional manner.
• Assumes responsibility for establishing and maintaining effective, professional business relationships with members. Ensures members are greeted and welcomed to the credit union in a friendly and professional manner.
• Complies with credit union operations and security procedures by participating in dual-control functions and by maintaining awareness of all credit union safety and security policies and procedures.
• Understands and complies with branch opening and closing procedures.
• Maintain thorough understanding of products and services and ensures that all members are informed as needed.
• Promote and cross-sell products and services based on member needs.
• Maintains privacy of member account information.
• Ensures that the Credit Union’s quality reputation is maintained and protected.
• Ensures work area is clean, secure, and well‑maintained.
• Ensures that member requests and questions are promptly resolved.
• Understands the importance of working as a team with other departments to ensure delivery of high-quality service.
• Contribute to team effort by participating in credit union events, promotions, etc. and by projecting a positive attitude to members and staff always.
• Attends meetings and in‑house training, as required.

• Assumes responsibility for the efficient, effective, and accurate performance of member transactions and requests.
• Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
• Proactively identifies potential fraudulent transactions and resolves complex member issues.
• Accurate and timely completion of required policy and regulatory documentation.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and management.
• Complies with all governing regulations, specifically the Bank Secrecy Act (BSA), OFAC and the Patriot Act requirements. Understands and complies with all state and federal regulations and laws.
• Performs any and all duties assigned by supervisor.

None.

• Strong time management skills with the ability to multitask and coordinate several responsibilities simultaneously.
• Demonstrates a polished, professional appearance in accordance with company dress code standards.
• Technologically proficient; confident in using core systems and standard office software.
• Ability to collaborate with all levels and departments of the organization.
• Demonstrates exceptional attention to detail and commitment to operational accuracy.
• Clear, effective communicator in both verbal and written forms.
• Builds and maintains positive relationships with members and coworkers; handles questions and concerns professionally and promptly.
• Flexible, dependable, and able to adapt in a fast‑paced environment.
• Strong analytical and decision‑making abilities; able to quickly assess situations, determine appropriate responses, and remain composed under pressure.
• Travel required between branches, as necessary. Employees must have reliable transportation and be able to respond to travel needs on short notice or as scheduled.
• Demonstrates the highest standards of ethics, integrity, and professionalism.

• Education:
  
  High school graduate or equivalent.
• Previous customer service experience preferred.

None required.

The physical demands described here are representative of those that must be met by an employee to successfully…