Member Service Specialist-Bilingual

About Us

SkyPoint Federal Credit Union is a community-based financial institution located in Montgomery County, Maryland, serving members in the greater Washington D.C. metro region with a wide array of financial services, supported by technology, and offering great value, affordable fees and rates through its member‑owned structure.

It is the only designated Community Development Financial Institution (CDFI) credit union in Montgomery County. SkyPoint helps its members and the community gain access to the financial services needed to prosper. Through its inclusive, expert, and compassionate team, it focuses on removing banking complexities and building empowering relationships with its members to help them achieve their financial goals with simple and accessible banking solutions.

The Member Service Specialist is responsible for performing branch functions, including, but not limited to, processing transaction requests in an accurate and timely manner. Key responsibilities include account opening and membership maintenance while focusing on member relationships, creating member loyalty, and growing membership. The specialist must assist all members and potential members in understanding and utilizing credit union products and services, and adhere to set policies, procedures, safeguarding member information, and compliance regulations.

• Give prompt, efficient, and accurate service; process all member transactions
• Open new memberships and perform maintenance on accounts including IRAs and business accounts
• Counsel and educate members on financial matters and available products/services
• Use experience‑based knowledge to research and resolve member inquiries with professionalism
• Provide member technical assistance for online, mobile & telephone banking, Bill Payment, and other eServices
• Float to support other branches

• Conduct credit analysis for possible cross‑sell
• Cross‑sell products and services based on member needs
• Interview members for potential loan applicants and initiate applications
• Use CRM software to track referrals, member follow‑up and sales performance goals

• Perform a variety of administrative duties that support member service/branch
  • End of day balancing
  • ATM processing
  • Cash analysis/verification

• Ability to work independently and in a team environment
• Working knowledge of savings and checking products, accounts and services
• Effective skill performing mathematical calculations and working accurately with numbers
• Active listening skills to respond to inquiries and account requests accurately
• Effective verbal and written communication skills
• Organizational, planning and time management skills
• Effective research, analytical and problem‑solving skills
• Skill in building effective relationships through rapport, trust, diplomacy, and tact
• Effective in exercising initiative and using good judgment to make sound decisions
• Maintaining composure in a high‑production and changing environment
• Ability to navigate multiple screens and PC applications and adapt to new technologies/software
• May be required to participate and complete specialized training per business need (notary, IRA)

• Customer service experience
• Cash handling
• Experience in member/customer service preferably in a call center, retail banking or financial institution
• Experience working in a credit union or bank environment

SkyPoint FCU is open M‑F 9am‑5pm.

Working hours:

Monday‑Friday 8:45am‑5:15pm. Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.

Eleven (11) paid days per year.

You will earn Paid Time Off and Personal, Sick and disability leave. Annual leave is accrued at 4.6 hours per pay period (15 days per year). Two personal days are earned per year. Sick leave is accrued at 4.62 hours per pay period with a maximum accrual per year of 120 hours.

Employees are offered medical, prescription, dental, vision and disability insurance. The credit union pays a portion of the monthly premium, and the employee pays a…