Personal Banker; Member Service Specialist

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Full Time Clerical Milan, Milan, MI, US

13 days ago Requisition

We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?

• Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.
• Opening new bank accounts such as checking, savings, IRA’s.
• Opening new credit cards and analyzing credit reports
• Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.

If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:

• Position:
  Personal Banker/Member Service Specialist
• Wage: 21.13/hour (Competitive)
• Benefits start on day one:
  Health, Dental, Vision, Responsible Time Off
• All offers of employment are contingent upon background screens.

The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member’s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness.

The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.

• Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.
• GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.
• Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.
• Focus on Purpose/Mission: Focused on the credit union’s purpose and mission statement of creating financial wellness in our community through everyday banking.
• Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.
• Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
• Employee Culture: Committed to supporting a culture that is inclusive for all.
• Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.
• Community Advocate: Serves as a representative of the credit union while in the community.
• Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other…