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Member Specialist
7 days ago
Member Specialist
OSHKOSH ,
Wisconsin
Apply Now
JOB REQUIREMENTS:
Job Details Job Location Oshkosh, WI-Witzel Branch -Oshkosh, WI Position Type Full Time Salary Range \$19.00 HourlyDescription POSITION SUMMARY The Member Specialist is responsible forproviding transactional and informational services to credit unionmembers while achieving sales goals.
POSITION RESPONSIBILITIES GeneralResponsibilities Provide exceptional member service. Actively look forreferral opportunities. Complete member deposit, withdrawal, payment,cash checking, and cash advance requests. Assisting members andpotential members with opening and servicing products and services.Always maintain member confidentiality by verifying all necessarysignatures, endorsements, and proper photo identification. Maintainappropriate cash drawer/recycling supply. Verify and balance currency,coin, and checks in cash drawer at end of shift. Process daily mail,night depository, and ATM. Order and re-order checks and check cards formembers. Enroll/modify payroll allocations and ACH per member request.
Comply with all aspects of BSA/AML and OFAC regulations as related toposition. Yearly completion of all on-line compliance training asdefined by Management. Attend required sales, services, and departmenttraining classes to enhance skill level. Demonstrate the Credit Union\'sphilosophy in all interactions and adhere to Patch Values with members,prospective members, and team members. Foster and maintain an atmosphereof solutions, innovation, and continuous improvement. Additional dutiesas assigned. Qualifications EDUCATION AND EXPERIENCE Must be bondable.
High school diploma or equivalency required. Three (3) to six (6) monthsrelated experience. Prior sales experience helpful, preferable in afinancial capacity. Saturday hours are required on a rotating basis. KEYCOMPETENCIES Able to read and interpret policy and procedures. Friendly,enthusiastic, and team oriented. Learn and know current Member Serviceoperating system. Learn and know product offerings, stay abreast of newproducts and services. Use effective written and verbal skills. Abilityand willingness to look for opportunities to refer additional productsand services to our existing members. Ability to enter data and updatemember financial records accurately and efficiently via computerterminal. Know basic computer skills, including use of standardkeyboard, mouse, and common software packages. Accurate math skills,ability to calculate figures and amounts such as cash denominations.
Ability to use or able to learn to use basic 10-key calculator. Complywith all Federal and Credit Union regulations as related to position.
Prompt attendance during all scheduled shifts and... For full infofollow application link.
All qualified applicants will receiveconsideration for employment without regard to race, color, religion,gender, national origin, age, sexual orientation, gender identity,disability or veteran status
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