Member Service Specialist

The Member Service Specialist serves in the Field Operations Department and reports directly to a Regional Manager located in one of the regional offices. This role is the "Office Champion" and is responsible for handling front-office duties and serves as the primary prospect and member-facing role at the branch. The Member Service Specialist interfaces with members on a regular basis to address inquiries, resolve issues, maintain accounts, and provides assistance on a wide range of credit and administrative tasks.

Additionally, this position plays a key role in regional office operations by managing day-to-day administrative duties and coordinating internal and external member related events.

For more information regarding salary and benefits, please visit our website at

• Serve as the day-to-day point of contact for members and prospects by responding to inquiries, assisting walk-ins and phone calls, and directing requests to appropriate staff
• Support prospecting and relationship management activities by maintaining accurate member and prospect data, generating mailing lists, and identifying opportunities for cross-selling products and services
• Monitor loan portfolio activity by tracking delinquency, UCC filings, paid loans, real estate taxes, and other reporting to support ongoing loan performance
• Maintain loan accounts by processing receipts and disbursements, monitoring reports, coordinating electronic funds transfers, and ensuring transaction accuracy
• Support regional office operations by coordinating meetings and events, managing office administration tasks, tracking budgets and invoices, and maintaining office resources
• Assist with member and community events by supporting marketing initiatives, coordinating outreach and notifications, and maintaining promotional materials
• Participate in training, projects, and committee work while protecting the confidentiality, security, and integrity of Association systems and data

• Strong organizational, multitasking, and problem-solving skills
• Ability to communicate clearly and effectively with members, prospects, and coworkers
• General knowledge of accounting principles and credit processing procedures
• Ability to build positive working relationships and deliver excellent service
• Comfort using technology and systems to improve efficiency and accuracy

• High school diploma and 3 years of related work experience, or equivalent education, experience, and skillset sufficient to perform the essential functions of the role