Lead Member Services Specialist
2 weeks ago
Purpose:
Aligned with our Senate Community principles, we are committed to promoting the financial health of our members across all life stages by integrating sustainability and security into every financial offering.
Core Values: S.T.R.I.V.E
- Upholds trust by protecting financial information.
- Appreciates everyone's skills, viewpoints, and feedback to create an inclusive atmosphere. Dedicated to the philosophy of 'better together'.
- Fosters authentic and transparent relationships grounded in ethical standards.
- Encourages creativity, embraces change, and provides innovative solutions.
Under general oversight, facilitates the daily functions of the retail branch, ensuring adherence to regulations. Acts as a representative of USSFCU, embodying the 'Better Together' ethos to support members in achieving their financial objectives. Conducts various transactions, including cash handling, while demonstrating exceptional customer service abilities. Develops member relationships, advocates for their needs, and strives to surpass branch goals. Offers insights on products and services, pursuing professional development within USSFCU.
Key Responsibilities
- Represents the Credit Union with professionalism, delivering outstanding service to members. Recognizes the influence of their performance on USSFCU and its stakeholders.
- Evaluates credit reports for membership and loan procedures.
- Promotes credit union offerings and services.
- Handles account openings and closures.
- Engages effectively with members and colleagues.
- May provide support across various branches as needed. Willing to assist outside standard business hours.
- Capable of remote work.
- Processes member transactions accurately and efficiently. Maintains necessary logs and complies with regulatory requirements.
- Utilizes software applications while interacting with members. Manages account maintenance and offers solutions.
- Possesses understanding of credit processes and services.
- Maintains knowledge of credit union offerings and assists in achieving sales targets.
- Acts as a member advocate, providing appropriate referrals based on individual needs.
- Offers problem-solving and follow-up assistance.
- Encourages teamwork and contributes to organizational objectives.
- Collaborates with other departments while ensuring member confidentiality.
- Participates in training sessions and adheres to regulations and policies.
- Performs assigned responsibilities effectively.
Education: College degree or equivalent experience.
Experience: 3+ years in customer service within a financial institution and cash handling.
Skills: Ability to complete new account and loan training within a year. Proficient in cross-selling, attention to detail, computer skills, and knowledge of Credit Union policies. Bilingual in Spanish is a plus.
Communication: Excellent verbal and written communication skills.
Supervisory: None
Time in Service: None
Equal Opportunity Employer/Veterans/Disabled
An Equal Opportunity Employer dedicated to diversity and inclusion in the workplace.
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