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Member Specialist

1 month ago

Oshkosh, United States Verve, a Credit Union Full time

VERVE, A CREDIT UNION Member Specialist Location: Oshkosh, Wisconsin Position Type: Full Time POSITION SUMMARY: The Member Specialist is responsible for providing transactional and informational services to credit union members while achieving sales goals. POSITION RESPONSIBILITIES: Provide exceptional member service. Actively look for referral opportunities. Complete member deposit, withdrawal, payment, cash checking, and cash advance requests. Assist members and potential members with opening and servicing products and services. Maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification. Maintain appropriate cash drawer/recycling supply. Verify and balance currency, coin, and checks in cash drawer at end of shift. Process daily mail, night depository, and ATM. Order and re-order checks and check cards for members. Enroll/modify payroll allocations and ACH per member request. Comply with all aspects of BSA/AML and OFAC regulations as related to position. Complete yearly online compliance training as defined by Management. Attend required sales, services, and department training classes to enhance skill level. Demonstrate the Credit Union's philosophy in all interactions and adhere to Patch Values with members, prospective members, and team members. Foster and maintain an atmosphere of solutions, innovation, and continuous improvement. Additional duties as assigned. EDUCATION AND EXPERIENCE: Must be bondable. High school diploma or equivalency required. Three (3) to six (6) months related experience. Prior sales experience helpful, preferably in a financial capacity. Saturday hours are required on a rotating basis. KEY COMPETENCIES: Able to read and interpret policy and procedures. Friendly, enthusiastic, and team-oriented. Ability to learn and know current Member Service operating system. Ability to learn and know product offerings, stay abreast of new products and services. Effective written and verbal communication skills. Ability and willingness to look for opportunities to refer additional products and services to existing members. Ability to enter data and update member financial records accurately and efficiently via computer terminal. Basic computer skills, including use of standard keyboard, mouse, and common software packages. Accurate math skills, ability to calculate figures and amounts such as cash denominations. Ability to use or learn to use a basic 10-key calculator. Comply with all Federal and Credit Union regulations as related to position. Prompt attendance during all scheduled shifts and required meetings. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status. APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/F22D7725135F4ED7 #J-18808-Ljbffr