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Member Service Assistant

1 month ago

Doral, United States Tropical Financial Credit Union Full time

**Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading**

Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for SIX years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike.

This position is responsible for assisting members and potential members with their financial needs, opening new accounts, processing account transactions, resolving problems, and providing account information and cross-selling services and products to meet the member's needs. Positively and professionally represent the organization in Seg and/or PC events. Perform clerical and / or administrative duties and provide backup support to other staff within the branch as needed. This is a high visibility/high member contact position, thus providing world-class service is essential.

**JOB SPECIFIC DUTIES**:

- Greet and welcome members and visitors to the credit union in a courteous, professional and timely manner.
- Assists members with opening and closing accounts, 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.
- Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
- Promote, describe, and actively cross-sell credit union products and services based on member needs that are obtained from member interviews and/or review of member's account.
- Achieve personal referral goals by developing relationships with current and prospect members utilizing the fundamentals of sales and profiling skills. Actively participate in Sales Promotions and campaigns including telemarketing/outbound calls for sales and services to members and non-members as per their financial needs.
- Serve as a liaison and contact for the credit unions existing SEGs and/or Partner Companies and maintain all facets of the relationship. Assist branches with formal presentations at SEGs and/or Partner Companies to introduce the credit union to employees; answer questions and provide a resource that encourages participation.
- Function as a teller on an as-needed basis, filling in for peak schedules or for an absence or shortage on the teller line.
- Process member transactions to include deposits, withdrawals, and transfers, check cashing, traveler’s checks, account verification, etc.
- Assist with handling cash dispensers, ordering cash, balancing, researching discrepancies, etc.
- Complete Currency Transaction Report's (CTR) and Suspicious Activity Reports (SAR) and other regulatory compliance documentation as required.
- Provide primary or backup duty on a number of functions to include ordering checks, stop payment processing, ordering, PIN or closing out of Debit Cards and Debit/ATM disputes/fraud claims processing.
- May serve as a Notary Public on behalf of the credit union.
- Ensure that the manager is kept fully informed on any issues of importance in the operations of the credit union.
- Alert branch management of any suspicious activity regarding transactions including forgery, theft, fraud, kiting, etc.
- BSA Compliance - every employee is required to uphold the credit union’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
- In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services, State and Federal regulations that are applicable to the transactions and member interactions.
- Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending, and Credit Card Act.
- Comply with all TFCU policies and procedures to ensure compliance with such regulations.
- Ensures that work area and equipment is clean, secure and well maintained in accordance with Credit Union policies and procedures.
- Performs other duties as required with or without accommodation.

**We offer Excellent Benefits such as**:

- Medical, Rx, Dental, and Vision Insurance
- Retirement Profit Sharing 401K Plan
- Accident, Cancer and Hospital Indemnity Plan
- Prepaid Legal
- Voluntary Life Insurance
- Pet Discount Program
- Paid Time Off/ 11 Paid Holidays
- Tuition Reimbursement/Student Loan Paydown Program
- And so much more

**E

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