Member Specialist

1 week ago

Chicago, United States Pyxai, Inc. Full time
Job Description
Do you have a strong experience in identifying the financial needs of customers and recommend appropriate solutions?

As a Member Specialist, you will be responsible for ensuring that outstanding service is delivered to both internal and external members, in alignment with our Service Promise. In this position, you will be performing teller transactions, making referrals, and providing service to members. You will meet and exceed members' expectations by providing excellent service. You will also act as the members' most valued financial partner, taking every opportunity to understand and assess their financial needs and goals.

Requirements
  • Provide high quality member service and retention activities by accurately performing transactions ranging from deposits, withdrawals, payments, transfers, money orders, and cashier's check.
  • Provide appropriate advice, counseling, and solutions to member inquires and problems.
  • Work with other Credit Union personnel to proactively meet member needs in a responsive, efficient manner across department lines.
  • Support a sales and services driven culture.
  • Comply with federal and state regulations and internal controls and expectations while maintaining secure inventory control of negotiable instruments and cash.
  • Ensure the safety and security of the branch by following all the policies and procedures.
  • Open and prepares department for daily operations.
  • Process night depository, express drop and mail transactions as required.
  • Perform departmental audits and audits of teller work as required.
  • Verify members' signatures, account ownership and identification.
  • Close, balance, and secure branch. Balance the coin machine and prepare coin shipments.
  • Maintain vault combinations.
  • Meet and exceed personal performance goals and contributes to branch, and Credit Union goals.
  • Meet and consult with members or prospects to identify needs and offers appropriate products/services to help them achieve their financial objectives.
  • Build a relationship with our members by managing a book of business through outbound calls, member resolution calls and sales leads calls
  • Responsible for opening and maintaining membership accounts in accordance with policies and procedures.
  • Provide and assist with Call Center support as needed
  • Provide assistance to other departments and branches as required.
  • Participates in credit union promotions and community events.

Qualifications:

  • High school diploma, GED or equivalent.
  • Demonstrated excellent customer service and communication skills.
  • A passion for helping and supporting others.
  • Cash handling experience in financial institution or retail establishment.
  • A high degree of accuracy and attention to detail.
  • Proficient with computer applications and systems, including Microsoft Word, Excel, and Outlook.

Regular hours of operation are:

Monday-Thursday: 8:45am to 5:15pm

Friday: 8:45am to 6:15pm

Saturday: 8:45am to 1:15pm

This position is full time, 40 hours a week, and on a 5 day rotating schedule.

( you will receive 12 paid holidays off throughout the year)

If that sounds like you and you're excited by the idea of joining a world-class team that's passionate about growing together, we look forward to hearing from you. Apply Now

Pyxai Staffing Description

Meet Pyxai

Screening and Recruiting Company - 11-50 employees

Pyxai (pronounced picks-eye) is an innovative technology company focused on bringing the transferable skills (soft skills) of job candidates to the forefront of the hiring process. Resumes do a great job at listing education and experience, but how does anyone knows how well a job candidate communicates, how great they problem solve, or even how flexible they are? At the top of the hiring funnel, these are unknowns and they shouldn't be. Research shows these skills truly hold the key to career success across all industries.

Really think about it. If you're a genius at your job, but you can't communicate well with others, how would that impact you at your job? Here's a clue: misunderstandings or no communication at all creates conflict with others due to misalignments in expectations. Bottom line, poor soft skills lead to inefficiencies and conflicts at work (and in personal life too).

With this in mind, Pyxai specializes in qualifying hard skills and screening for the soft skills most applicable to the role. We do this via our proprietary Video Interviewing technology. We focus on Operation-related jobs from Entry-level roles to Director-level roles. Our hope is to build long-lasting partnerships by providing clients and candidates with powerful data, great service, and valuable information to empower their searches.

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