Member Services Specialist

2 weeks ago

Springfield, Massachusetts, United States Land of Lincoln Credit Union Full time

Position Overview:

Reports to the Branch Manager or Equivalent

Classification: Non-Exempt

Core Responsibilities:

The Financial Services Representative (FSR) is dedicated to delivering exceptional member service while engaging in various roles, including transaction processing, lending, and account management. The FSR will ensure precise transaction execution, actively listen to members, and educate them on available services to meet their financial needs. By doing so, the FSR contributes to the overall success of the credit union.

Key Duties:

  1. Exemplify the credit union's core values in daily interactions and when representing the organization.
  2. Advocate for credit union products and services tailored to member needs identified through consultations. Stay informed about all offerings and policies of the credit union, as well as competitive rates and terms.
  3. Facilitate the opening of new accounts and certificates, assisting members with necessary applications.
  4. Process account information accurately, including ordering checks, verifying signatures, and mailing welcome materials.
  5. Prepare documentation for member services such as skip-a-pay options.
  6. Assist members with wire transfers and account closures.
  7. Address member inquiries and resolve discrepancies, including making necessary corrections and refunds.
  8. Ensure accurate loan processing by maintaining proper documentation and coordination.
  9. Evaluate and process consumer loan applications, including credit report analysis and debt verification.
  10. Communicate loan application statuses to members and provide guidance on options when applications are denied.
  11. Support members and Loan Processors in filing insurance claims related to credit protection.
  12. Maintain confidentiality and adhere to security protocols regarding member information.
  13. Keep the work area organized and professional.
  14. This job description is not exhaustive and may include additional duties as assigned.
  15. Physical requirements include prolonged periods of sitting or standing and the ability to lift up to 30 pounds.

Qualifications:

Required:

  • High School Diploma or equivalent
  • At least 6 months of experience in cash handling or teller roles
  • A minimum of one year in a customer service position
  • Availability to work during branch hours and at various locations as needed

Preferred:

  • Knowledge of bookkeeping practices
  • At least 1 year of experience in cash handling or teller roles

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