Member Service Specialist III

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Mansfield, PA, US

6 days ago Requisition

Salary Range: $20.88 To $23.49 Annually

First Heritage Federal Credit Union is a leading employer and financial institution in the communities served, dedicated to both the success and financial well‑being of our members and team members. We are a strong, growing, dynamic organization, operating nine full‑service local locations, with total assets over $800 million. First Heritage is dedicated to being an employer of choice, offering a competitive salary, and exceptional benefits package.

We also offer an array of options to continue your professional growth and development including an educational assistance program as well as supporting our team members to participate in external and internal leadership programs. We believe that supporting and empowering our team members in their personal growth is key to happiness and success, which in turn is passed on to our members and the community.

First Heritage provides a comprehensive benefits package including a competitive salary, generous 401(K) contributions, exceptional health/dental/vision plans and more.

Member Service Specialist III:
Responsible for providing excellent member service and maintaining strong professional relationships. Assists members with new loans and products, open accounts, advises of the status of accounts, furnishes information on loans, products, fees and services. Courteously and promptly resolves member questions and problems or properly refers them to appropriate personnel.
This job description may not be all-inclusive and employees are expected to perform all other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
Failure to maintain consistent performance at this level could result in movement to the previous level.

Responsibilities

• Coordinates individual member new account and loan requests according to Company policies and procedures. Determines purpose and type of loan appropriate to the members’ needs, member’s ability to pay, member’s credit and employment history, loan repayment schedule, etc. Approves loans within loan authority or recommends loan decision to approving officer and communicates loan decision to member. Establishes new account/loan on computer system and develops new account/loan file complete with all prescribed documents, and ensures new account/loan is disbursed.
• Answer inbound telephone calls and assist callers as appropriate. For Branch Retail staff, includes supporting Contact Center with answering member calls.
• Remain flexible with hours and Saturdays worked and serve as backup retail coverage in all First Heritage branch locations as needed. Must stay current on all processes and procedures as it relates to MSS I and II functions.
• Provide online banking and mobile support. Assist and become proficient in all electronic systems to trouble shoot for member questions.
• Develop member/credit union relationships through additional products and services which will assist members in meeting their needs. Determines member needs and identifies type of accounts or services appropriate to those needs.
• Attain and maintain Notary license. Attain and maintain Signature Guarantee license (if applicable).
• Must be able to assist with new MSS I & II training through coaching program.
• Meet and maintain assigned goals in the member education program.
• Maintains and adheres to a current working knowledge of FHFCU products/services/systems and federal/state/NCUA laws and regulations including but not limited to Reg CC, Bank Secrecy Act, Reg Z, Truth-in-Savings, and fair lending laws.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED

Knowledge and Skills

Experience

Two to Five years of similar or related experience, including time spent in preparatory positions.

Education/Certifications/Licenses

A high school degree or GED is required.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal…