Senior Member Services Representative
2 weeks ago
Our Mission
At Vibe Credit Union, we are committed to our vision of enhancing community engagement and fostering opportunities. We strive to create an inclusive atmosphere where every team member can thrive and develop professionally. Guided by our core principles - inclusivity, education, adaptability, and opportunity-seeking - we aim to positively influence the lives of our members and the broader community.
Role Summary
The Member Service Specialist III plays a crucial role in providing a wide range of services to our members. This position involves tasks such as opening new accounts, renewing certificates of deposit (CDs), maintaining account integrity, facilitating lending operations, and actively promoting our products and services.
Key Responsibilities
- Engage with members effectively, highlighting the benefits of the diverse products and services offered by Vibe Credit Union.
- Build strong relationships with members to encourage and cross-sell products and services that meet their specific needs.
- Manage member accounts by explaining the advantages and guiding the setup of various products, including new accounts, certificates, individual retirement accounts (IRAs), and lending options.
- Address member inquiries and develop practical solutions.
- Support colleagues within the branch and the wider Credit Union team as needed.
- Process, assess, and approve loan applications efficiently.
- Provide notary and signature guarantee services to members, ensuring trust and authenticity.
- Adapt to a flexible work schedule that meets the demographic needs of the branch and adjust to any necessary changes.
- Adhere to policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) to ensure compliance with regulations.
- Perform basic Teller transactions and serve as a backup for branch coverage when required.
- Complete additional special assignments as necessary.
Qualifications
- Completion of high school education or equivalent is required.
- Experience in customer or member service is preferred.
- Knowledge of lending practices is a plus.
Skills and Competencies
- Exceptional customer service and sales abilities, focused on fulfilling member needs.
- Proven capability to manage multiple tasks effectively.
- Strong communication skills, combined with a professional demeanor and positive attitude.
- Ability to produce routine reports and written communications.
Physical Demands
The physical requirements outlined are representative of what is necessary for an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. While fulfilling job responsibilities, the employee is expected to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.
Job Posted by ApplicantPro-
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