Member Service Associate
3 weeks ago
Specific duties include:
- Assist the member by opening and closing accounts, issue debit cards, performing foreign and domestic wire transfers, providing rate quotes, and account maintenance with some assistance from other team members when needed.
- Check-in members as branch concierge
- Provide member with navigational assistance for online banking and mobile app, assist with seminar registration and updating account security when needed.
- Open, Maintain, and Close business accounts, IRAs, and fiduciary accounts.
- Process VISA, personal, auto, and home equity lending applications
- Work with members to uncover their financial needs and financial goals by having effective discovery conversations
- Provide coverage for teller area when needed
Qualifications:
- One to three years of similar or related experience, including time spent in preparatory positions.
- Previous customer service experience required.
- Previous cash handling experience.
- Previous experience with Microsoft Office required.
E.O.E.
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