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Member Services Specialist

2 months ago

Sharon, Massachusetts, United States Sharon & Crescent United Credit Union Full time

Job Type:
Full-time

Position Overview:

At Sharon & Crescent United Credit Union, our mission is to enhance the financial well-being of our members by offering a comprehensive range of products and services. We are dedicated to supporting the diverse communities we serve through education and collaboration, while also creating a rewarding environment for our employees.

Our members are at the core of our operations, and we strive to exceed their expectations through our values of empathy, integrity, stability, and inclusivity. If these values resonate with you, we invite you to consider this opportunity.

Role Summary:
The Member Services Specialist is responsible for a variety of branch functions, acting as both a member specialist and a service representative in compliance with regulatory and security standards. This role involves managing all facets of member interactions, including sales processes and transaction management. The focus is on building comprehensive relationships with both current and prospective members while promoting, explaining, and cross-selling our products and services.

Key Responsibilities:

  • Achieve or surpass all financial targets related to personal and branch team objectives. Engage with members by adhering to established interaction strategies to cultivate new relationships, retain existing members, and deliver exceptional service experiences.
  • Encourage members to utilize automated transaction methods by providing guidance on alternative banking channels. If automation is not feasible or preferred, process deposits, payments, and other transactions manually according to established protocols.
  • Manage member account servicing and resolve issues promptly and effectively, ensuring the highest level of service. Identify cross-selling opportunities and refer members to specialists as necessary.
  • Comply with operational risk controls and regulatory standards as outlined by the Credit Union. Execute operational tasks as assigned by management.
  • Demonstrate proficiency in the Credit Union's systems to provide top-tier service to members.
  • Support member specialists with transactions and daily branch operations.
  • Assist in training branch staff in accordance with established operational protocols. Facilitate loan processing, including home equity loans.
  • May serve as the opening and closing employee for the branch.
  • Represent the Credit Union by participating in community and industry events, promoting interest in our services whenever possible.
  • Perform related duties as assigned.
  • Achieve full certification as a Universal Banker.

Qualifications:

Knowledge, Skills, and Experience:

  • Strong interpersonal skills and a vibrant, outgoing personality are essential for delivering excellent member service and sales performance.
  • Knowledge of financial institution operations and procedures is required, along with an understanding of relevant laws and regulations.
  • Analytical skills are necessary for reviewing data from business partners.
  • Ability to work independently and collaboratively with internal teams, demonstrating a solid understanding of business functions.
  • Effective communication skills, both oral and written, are required to interact with all levels of management and staff.

Work Environment:

The characteristics of the work environment are representative of those encountered while performing the essential functions of this position. This role may involve both remote and in-office work arrangements. Reasonable accommodations may be made for individuals with disabilities to perform essential functions. The typical noise level in the work environment is quiet.

Physical Demands:

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made for individuals with disabilities. While performing the duties of this job, the employee is regularly required to sit and communicate effectively. Occasionally, the employee may need to stand, walk, and utilize hand and finger dexterity. The employee may occasionally lift and/or move up to 20 pounds. Specific vision abilities required include close vision.

Sharon & Crescent United Credit Union is an equal employment opportunity employer.

Salary:
$26 per hour based on experience.