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Member Service Representative
2 months ago
Credit Union West is seeking a highly skilled Member Service Specialist to join our team. As a key member of our organization, you will play a vital role in enhancing the quality of life for our members by embracing our mission and core values.
Key Responsibilities- Member Service - Provide exceptional member service by handling member requests, identifying needs, and making recommendations to meet their financial goals.
- New Account and Member Maintenance - Open, maintain, and close a wide variety of membership accounts, including savings, checking, certificates, and retirement accounts.
- Teller and Branch Support - Efficiently and accurately process transactions, maintain proper security controls, and provide overrides within permission authority.
- A high school diploma or G.E.D.
- A minimum of 1-3 years of lending experience in a financial institution.
- Ability to work shifts between the hours of Monday – Saturday 8am to 6pm.
- NMLS required.
- Bilingual preferred.
- Live the mission, vision, and core values of the credit union.
- Able to communicate effectively and tactfully with employees and members both orally and in writing.
- Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
- Effective time management and organizational skills.
- Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools.
- Thorough knowledge and understanding of organization's Employee Handbook and policies.
- Must demonstrate a functional knowledge of the Bank Secrecy Act and other Federal laws.