Member Specialist II, III

Job Description

• Provides excellent member service to members in the branch, through email, chat and calling on the phone.
• Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc.
• Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e‑statements, audio response, direct deposit, basic knowledge of loan products, etc.
• Must look for opportunities to refer products and services to each member, as fits their needs.
• Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc.
• Process and open new accounts as well as other items as requested by the member.
• Process cash with accuracy while following the security measures set in place according to policy.
• Responsible to read, study and apply credit union policies and procedures as assigned.
• Properly identifies members in the branch and over the phone following current security procedures in place.
• Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying.
• Participates in appropriate and applicable training through the credit union library, on‑site trainings, cross training to ensure job knowledge is current and up to date.
• Maintains compliance with all required regulations and policies, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
• Other duties as assigned.

• High School diploma or GED.
• Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred.
• Experience in cash handling is preferred.
• Must have strong oral and written communication skills.
• General skills applicable to this position include:
• A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
• Advanced skills in using computers and related equipment, 10‑key calculator, multi‑line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
• Ability to interact tactfully and professionally with Credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information.
• Light travel is required. Travel to the various branch locations or to off‑site trainings may be necessary on occasion.

• Health Insurance
• Vision Insurance
• 401K w/ employer match
• Life Insurance (2x Salary) - Employer Paid
• Tuition Reimbursement
• Paid Time Off
• Health Time
• Flexible Spending Account (FSA)
• much more!