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Member Service Specialist

4 months ago


Portland, United States Ultimate Staffing Full time

Ultimate Staffing is part of the Roth Staffing family of Companies, which is one of the largest, privately held staffing companies in the country, with locations across the country. We are proud of being the only staffing company recognized with all industry's top awards for The Best Staffing Firm to Work for, The Best Staffing Firm to Temp for and the Best in Client Service. We get to create remarkable experiences every day. We are just a different kind of company

Our client one of Portland's top employers has engaged our firm in their search for a Member Service Specialist. The person in this role will assist Credit Union members with all activities associated with member lending, processing member transactions and responding to member needs for information and assistance with their Credit Union business.

Job Title: Member Service Specialist

Salary: $20-24 per/hour

Location: Portland, OR

Requirements: What Matters Most

  • 1-2 years of similar or related experience.
  • Excellent PC skills, including proficiency in MS-Office (Excel, Word & PowerPoint)
  • Strong Interpersonal skills.
  • Able to operate a ten-key calculator, typewriter, and computer keyboard.
  • Demonstrated customer service skills.
  • Demonstrated ability to organize and prioritize workloads and ability to work independently.
  • Effective communication skills (oral, written and presentation)
  • Able to meet deadlines, multitask and strong attention to detail.

Responsibilities:

  • Assists members and potential members with opening, maintaining and closing member loans and accounts, answering questions about products and services (including debit and credit cards) and resolving issues that are within their authority to resolve in person and via all required, applicable channels (email, phone, etc.). Refers issues that are beyond their authority to the Branch Manager. Identifies cross-sell opportunities and cross-sells services to members.
  • Prepares necessary membership and/or loan documents for approval and processes approved membership/loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements. Calculates payments, takes loan and membership applications in person and/or electronically from members and potential members.
  • Provides reliable, accurate handling of members monetary transactions, with attention to the specific account/loan being processed (e.g., deposits, withdrawals, loan payments, transfers, wires, money orders, gift cards, miscellaneous receipts, etc.) through regular attendance, accuracy and attention to detail. Balances cash drawer and accurately settles and records all daily activities.
  • Performs a variety of miscellaneous duties including outbound member calls, filing, project work, computer input, handling of ingoing/outgoing mail, and other job-related duties as required or assigned.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.