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Member Service Specialist

2 months ago

Washington, Washington, D.C., United States Aston Carter Full time

Assists members and potential members with their financial needs (via any member channel, i.e. phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes account transactions, resolves problems, and provides assistance and information regarding products and services. Complies with all Credit Union rules and regulations, including BSA/AML/OFAC, and Loan and Fair Lending Policies.

Description:

This individual will provide support for other higher MSRs

Assists members with financial transactions, opening and closing accounts, and applying for and closing loans. Answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations. Assists members in person, over the phone, through the internet and email, and through the mail/fax.

Identifies cross-sell opportunities and actively cross-sells products/services to members. Makes outbound calls as needed to meet sales goals.

Ensures appropriate records are maintained and required reports are prepared. Follows all security and compliance policies and procedures.

Acts as liaison between members and various departments. Conducts thorough research to trouble-shoot member issues and questions. Follows through on research and provides resolution

to members within company standards.

Maintains member account information on computer system. Scans documents as required. Balances individual cash drawer, ATMs and overall branch in accordance with Credit Union policy.

Performs other job related duties as assigned.

Skills:

Customer service, Customer support, Data entry, Customer service team, Inbound call center

Top Skills Details:

Customer service,Customer support,Data entry

Additional Skills & Qualifications:

PREFERRED

Knowleadgable about business

Ability to work on computer systems looking up customer accounts

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.