Client Services Specialist

2 weeks ago


Williston, Vermont, United States New England Federal Credit Union Full time

Position Overview:
We are seeking a dedicated Member Concierge to enhance our member services at New England Federal Credit Union. The primary focus of this role is to facilitate transactions with professionalism, efficiency, and accuracy, ensuring a high level of member satisfaction.

Key Responsibilities:

  • Deliver courteous and precise service to members while adhering to established policies and procedures during transactions such as deposits and withdrawals.
  • Build and nurture strong relationships with members by anticipating their needs and providing exceptional service that exceeds expectations.
  • Demonstrate proactive engagement by identifying member needs and referring them to appropriate solutions offered by the Credit Union.
  • Assess members' financial requirements and communicate tailored solutions effectively.

Work Schedule:
Monday - Friday, 8:00 am - 5:00 pm, with occasional Saturday hours.

Benefits:
Our benefits package includes:

  • Health, vision, and dental insurance
  • 401K with employer matching
  • Paid time off starting at three weeks annually, increasing with tenure
  • Sick and personal leave
  • Eleven paid holidays
  • Short and long-term disability coverage
  • Tuition reimbursement or student debt relief
  • Opportunities for continuing education
  • Wellness and fitness reimbursement

Essential Duties:

  • Execute all teller transactions with minimal errors.
  • Welcome members as the branch concierge.
  • Maintain a thorough understanding of Credit Union products and services.
  • Open, manage, and close business accounts, IRAs, and fiduciary accounts.
  • Process applications for VISA, personal, auto, and home equity loans.
  • Engage with members to uncover their financial aspirations through effective discovery conversations.
  • Provide support in the teller area as needed.

Qualifications:

  • One to three years of relevant experience is required.
  • Prior customer service experience is essential.
  • Experience in cash handling is necessary.
  • Proficiency in Microsoft Office is required.

Equal Opportunity Employer:
We are an equal opportunity employer.

Compensation:
Hourly wage.



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