member service specialist

SELCO Community Credit Union

<div><div><div><div><div>Employment Type:
</div><div><b>Regular</b></div>
</div><div><div>Employment Status:
</div><div><b>Full-time with benefits</b></div>
</div><div><div>Job Category:
</div><div><b>Branch</b></div>
</div><div><div>Average weekly hours:
</div><div><b>37-40</b></div>
</div><div><div>FLSA Type:
</div><div><b>Non-Exempt</b></div>
</div><div><div>Required Schedule Availability:
</div><div><b>Mon - Fri: Between the hours of 8am and 6:30pm some Sat: 9:45am-2:15pm</b></div>
</div></div></div><div><h4 class="jobSectionHeader"><b>Work Location</b></h4><p>
This position is only eligible for in-branch work arrangements.</p><h4 class="jobSectionHeader"><b>
Compensation</b></h4><ul><li><b>
Base Salary</b>:<ul><li>
The full salary range for the Member Service Specialist position is $22.60 to $32.20 per hour, with new hires generally starting between $25.80 to $27.35 per hour, based on relevant knowledge, skills, education, and experience.</li><li><b>
Spanish-language differential</b>: Candidates who pass the Spanish language assessment will be eligible to earn an additional $1-$2 per hour.</li></ul></li><li><b>
Incentives</b>: This position is eligible for monthly incentives that range from $5.00 to $75.00, per sold product/service.</li><li><b>
Annual Incentive</b>: In addition, all SELCO team members receive an annual incentive based on how well SELCO meets the prior year&rsquo;s strategic business goals. This incentive is calculated using the team member&rsquo;s prior year eligible earnings and ranges from 0%-12% (with the average payout over the last five years being 11.07%).</li></ul><h4 class="jobSectionHeader"><b>
Benefits</b></h4><p>
Our team&rsquo;s well-being is a priority, and we&rsquo;re proud to offer a comprehensive and holistic benefits package for team members and their families.</p><ul><li>
Medical, dental, vision, long-term disability, and life insurance</li><li>
401(k) retirement plan (with guaranteed employer contributions)</li><li>
Paid time off for personal and volunteer hours, as well as 10 paid holidays per year</li><li>
Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.</li></ul><p></p><h4 class="jobSectionHeader"><b><br>
Position Overview</b></h4><p>
The Member Service Specialist provides an exceptional service experience for SELCO Community Credit Union&rsquo;s members, team members, and guests.</p><h4 class="jobSectionHeader"><b>
SELCO Core Essential Functions</b></h4><ul><li>
Demonstrate adaptability and leadership skills, and uphold SELCO&rsquo;s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.</li><li>
Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.</li><li>
Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.</li><li>
Consistently achieve individual performance goals and contribute to department and organizational objectives.</li><li>
Represent SELCO with a high level of integrity and professionalism.</li><li>
Adapt to and support change to accomplish SELCO&rsquo;s goals and objectives.</li><li>
Actively participate in and/or lead required meetings and trainings.</li><li>
Perform other duties as assigned.</li></ul><h4 class="jobSectionHeader"><b>
Position-specific Essential Functions</b></h4><ul><li>
Provide member service and perform duties with a very high level of accuracy and efficiency to elevate the member service experience, minimize the need to redirect members to others, and help guide them when redirecting is needed while maintaining alignment with service expectations, instructions, policies and procedures including:<ul><li>
a. Build and develop member relationships by asking open-ended questions and identifying member needs.</li><li>
b. Routine teller services i.e., counting and documenting cash, posting transactions, etc.</li><li>
c. Complex teller services i.e., GL entries, vault balancing, etc.</li><li>
d. Basic member service i.e., processing ACH, card, wire, and account change requests.</li><li>
e. Complex member services i.e., account opening, research, and problem resolution.</li><li>
f. Answer incoming calls and assist with specific inquiries.</li><li>
g. Basic loan services i.e., loan signing and disbursement.</li><li>
h. Complex loan services i.e. conduct loan interviews, gather information and documentation, submit requests to underwriting, communicate with members, coordinate signing, and follow up as needed.</li></ul></li><li>
Assist team members and other departments, as needed.</li><li>
Promptly resolve exceptions identified through quality control audits and initiate steps to reduce future exceptions.</li><li>
Demonstrate initiative to help protect the member and SELCO from losses by detecting errors and taking action to prevent fraud.
</li></ul><h4 class="jobSectionHeader"><b>Skills and Abilities</b></h4><p>
The position requires:</p><ul><li>
Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.</li><li>
Ability to discover member needs to effectively cross-sell SELCO&rsquo;s products and services.</li><li>
Effective communication and active listening skills through all methods of interaction (e.g. in person, via phone, and in writing).</li><li>
Basic math and cash handling skills.</li><li>
Strong computer and software skills, including Microsoft Office 365 applications.</li><li>
Strong knowledge of computer systems, including knowledge of systems as it applies to department usage.</li><li>
Strong interpersonal skills with the ability to work collaboratively with others.</li><li>
Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines.</li><li>
Strong problem resolution and problem prevention skills.</li><li>
Willingness and ability to receive, give, and apply coaching and feedback.</li><li>
Ability to work accurately with close attention to detail.</li><li>
Strong analytical skills and ability to use experience-related knowledge and good judgment to make sound, logical decisions.</li><li>
Ability to maintain confidentiality of sensitive information.</li><li>
Work ethic that includes dependability, punctuality, and a professional appearance and demeanor.</li><li>
Ability to perform and complete tasks despite background noise and interruptions.</li></ul><h4 class="jobSectionHeader"><b>
Education and Experience</b></h4><ul><li>
High school diploma or equivalent; and</li><li>
At least one (1) year of customer service or sales experience; and</li><li>
Must maintain active federal registration with Nationwide Mortgage Licensing System; and</li><li>
Must be bondable.</li></ul><h4 class="jobSectionHeader"><b>
Physical Demands</b></h4><p>
While performing the job duties, approximately 80% of the time is spent stationery, with the remaining time spent moving around work areas. Frequent communication occurs in person, over the phone, and in writing. This position requires the ability to view a computer screen and interpret printed materials and other documents. This position requires the ability to lift and transport up to 25 pounds, and there is an occasional need to stoop, kneel, or reach to access documents, equipment, and supplies.</p><h4 class="jobSectionHeader"><b>
Interaction and Work Environment</b></h4><p>
Reports to: Branch Supervisor, Assistant Branch Manager, Branch Manager, Senior Branch Manager</p><p>
Work areas are inside in a climate-controlled environment with background noise.</p><h4 class="jobSectionHeader"><b>
Material and Equipment Used</b></h4><p>
Computer, phone, scanner, copier, fax machine, web camera, black light, calculator/ten-key, card embosser, cash dispensers/recyclers, coin machine, currency counter, drive-up equipment, security equipment, tablet, and general office supplies</p><h4 class="jobSectionHeader"><b>
Acknowledgement</b></h4><p>
I have received and reviewed a copy of the Member Service Specialist job description. I understand that this job description is not a contract of employment and in no way changes the at-will nature of the employment relationship with SELCO Community Credit Union.</p></div></div><p></p>

Member Service Specialist

Police and Fire Federal Credit Union

<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><b><i>****EXCELLENT MEDICAL, DENTAL, VISION BENEFITS: 75% to 90% of premiums covered by PFFCU*****
</i></b></div><p><b><i>****401K &ndash; PFFCU contributes automatic 6% regardless of employee contribution after 1 year*****
</i></b></p><p><b>Location: </b>1000 Easton Road, Wyncote, PA 19095
</p><p><i>********Great benefits, paid time off, and more! Become a part of the team today!******
 </i></p><div><div><div><div><div><div><div><div><div><div><div><b><i>Are you looking for a career with professional growth opportunities?
</i></b><p><b><i>Do you have a passion for helping others?
</i></b></p><p><b><i>Do you enjoy setting goals and reaching them?
</i></b></p><p>If you answered <b><i>YES </i></b>to any of the above questions, we are looking for you!
</p></div></div></div></div></div></div></div></div></div></div></div><div><div><div><div><div><div><div><div><b>Principal Mission<br>
</b></div><div></div><div>Member Service Specialist I (MSS I) is the entry level branch role. Responsible for providing superior member service in branch and ensuring new and existing member relationships are developed by using product knowledge in conjunction with execution of our Total Member Connect (TMC) process to support the Credit Union&rsquo;s growth goals. Support PFFCU growth goals by engaging with members using Total Member Connect (TMC) and product knowledge to uncover products and services to benefit the financial well-being of our members and while maintaining a high level of integrity and operational efficiency.<br>
</div><div></div><div>All PFFCU staff members are responsible to promote the corporate values of member service, teamwork, commitment, performance and professional competency.<br>
</div><div></div><div><b>Major Responsibilities<br>
</b></div><div></div><ul><li>Adheres to PFFCU Commitment to our Members and leads by example at all times.
</li><li>Deliver superior member service by treating members with respect consistently providing friendly and professional service.
</li><li>Responsible for all aspects of the branch, including but not limited to completing membership applications, loan applications, resolving account issues and performing cash-related responsibilities on the window, desk or ITM.
</li><li>Ensures member information is secured and protected.
</li><li>Cross sell Credit Union products through meaningful conversations to uncover member needs for products and services using the 5 Step TMC process.
</li><li>Effectively uses resources to handle member inquiries and concerns efficiently and to completion.
</li><li>Demonstrates flexibility to help ensure the branch properly staffed.
</li><li>Works to make a good first impression on members that reflects well on PFFCU.
</li>Assists in activities based on needs of the branch at the ITMs, Service Window, or Sales Desk.<br>
<li>
</li></ul><div></div><div><b>Additional Responsibilities
</b></div><ul><li>Focus on quality, producing work that is thorough and completed with minimal errors.
</li><li>Assists management with Dual Control processes as needed.
</li><li>Reach successful or better production as defined in the Retail Performance Standards having quality conversations with members to deepen relationships using the TMC process.
</li><li>Maintains a neat and organized workspace.
</li></ul><div>Presents a professional image in dress, demeanor and speaking voice in all interactions with members, co-workers and supervisors.<br>
<ul><li>
</li></ul></div><div></div><div><b>Qualifications:<br>
</b></div><div></div><ul><li>High School Diploma/GED
</li><li>Preferred 1 year of Customer Service with Sales/Production goals.
</li><li>Strong verbal and written communication skills
</li><li>Solid problem-solving skills
</li><li>Exceptional Member Service skills
</li><li>Strong organizational skills
</li><li>Ability to remain professional and composed under pressure
</li><li>Embraces technology
</li>Proficient with Computers and working in Various Software systems simultaneously, including but not limited to Word, Excel, Outlook, Jack Henry Symitar/Episys, Meridian Link, etc.<br>
<li>
 </li></ul><div></div><div><b>Physical Requirements:
</b></div><ul><li>Prolonged periods of standing and walking (4+ hours) while working on a computer assisting members at ITMs or Window.
</li><li>Prolonged periods sitting at a desk and working on a computer.
</li><li>Must be able to lift up to 15 pounds at times.
</li></ul><p>PFFCU is an Equal Employment Opportunity (EEO) Employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities. PFFCU complies with Philadelphia&rsquo;s Fair Chance Hiring Law;'
 </p><div>#PFFCUBSR<br>
</div><div></div><div><div><div><br>
<div><div><p>Privacy
</p></div><p>|
</p><div><p>Legal
</p></div><p>|
</p><div><p>Requirements</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div></div>

Member Service Specialist I -Cedarbrook

<div>
 <p>
  The Membership Specialist supports and oversees the planning, coordination, and implementation of various strategic initiatives and projects related to the work of the Memberships department.
 </p>
 <p>
  <br/>
 </p>
 <p>
  The Membership Specialist is responsible for developing, managing, and growing relationships with general members and high net worth individuals. This role involves creating personalized membership experiences, coordinating exclusive events, and implementing strategies to increase engagement and retention among affluent supporters.
 </p>
 <p>
  <br/>
 </p>
 <p>
  This role requires a lot of problem-solving and multitasking. It involves driving and coordinating multiple aspects of several projects in a fast-paced and evolving work environment, communicating issues and risks, and coming up with solutions.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Key Responsibilities:
 </p>
 <p>
  &middot; Develop and maintain strong, personalized relationships with members from their tiers of focus, ensuring exceptional service and tailored engagement opportunities.
 </p>
 <p>
  &middot; Act as a primary point of contact for high-level members, responding promptly and thoughtfully to inquiries, requests, and feedback.
 </p>
 <p>
  &middot; Collaborate with museum leadership and external programming partners to identify and connect with potential members.
 </p>
 <p>
  &middot; Design and implement customized membership programs, benefits, and experiences for members, such as private tours, exclusive previews, and bespoke events.
 </p>
 <p>
  &middot; Monitor and evaluate the impact of membership programs, making data-driven recommendations for continuous improvement.
 </p>
 <p>
  &middot; Collaborate with the development team to align tier-specific engagement with broader membership goals.
 </p>
 <p>
  &middot; Plan and execute exclusive events for different tiers, ensuring exceptional quality and personalized experiences.
 </p>
 <p>
  &middot; Coordinate event logistics, including vendor selection, invitations, venue setup, and guest lists.
 </p>
 <p>
  &middot; Partner with the events and marketing teams to promote events to members and increase attendance.
 </p>
 <p>
  &middot; Work with development and communications teams to create customized stewardship plans for different membership tiers, ensuring consistent, meaningful engagement.
 </p>
 <p>
  &middot; Identify opportunities for deeper involvement, such as patron programs, board memberships, or philanthropic initiatives, where applicable.
 </p>
 <p>
  &middot; Support the preparation of annual giving reports and impact summaries for HNWI and Institutional members.
 </p>
 <p>
  &middot; Collaborate with the Communications Specialist to create digital and print marketing materials tailored for the member tiers, ensuring messaging is consistent, sophisticated, and aligned with the company brand.
 </p>
 <p>
  &middot; Collaborate on social media and public relations strategies to highlight member initiatives and events.
 </p>
 <p>
  &middot; Provide inputs to the development of and periodic improvement of digital platforms utilized for the membership program, this includes and is not limited to, CRM, Company Website (Membership section), Membership app.
 </p>
 <p>
  &middot; Maintain accurate records of member interactions, event attendance, and program impact in the CRM system.
 </p>
 <p>
  &middot; Analyze membership data to identify trends and insights that can enhance member engagement.
 </p>
 <p>
  &middot; Generate regular reports on membership metrics to guide department strategies and assess program success.
 </p>
 <p>
  &middot; Perform any other tasks assigned by the Line Manager.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Qualifications:
 </p>
 <p>
  &middot; Bachelor&rsquo;s degree in marketing, Communications, Business Administration, or a related field.
 </p>
 <p>
  &middot; Project Management Professional (PMP) certification is a plus.
 </p>
 <p>
  &middot; 3-5 years of experience in relationship management, membership, or development, with a focus on member engagement; experience in event planning and execution, especially for high-profile or exclusive gatherings
 </p>
 <p>
  &middot; Proficiency in CRM systems and membership management software, with advanced knowledge of Microsoft Office Suite.
 </p>
 <p>
  &middot; Strong interpersonal and communication skills and high emotional intelligence and discretion, with the ability to build trust and rapport with high-profile individuals.
 </p>
 <p>
  &middot; Require an understanding of HNWI communications.
 </p>
</div>


Memberships Specialist

Ace Pickleball Club

<p>OVERVIEW</p><p>Start Now. Play Forever. Ace Pickleball Club, LLC (APC) is a fast-growing indoor pickleball franchise that seeks to create space for people to enjoy playing pickleball. We create an optimal experience that inspires an inclusive community and opportunities for growth. Members of all ages and skill levels can visit Ace Pickleball Club to participate in a variety of activities, including daily Open Play, clinics, tournaments, socials, and glow-in-the-dark events.</p><p>This Member Specialist role is what Ace Pickleball Club is all about: delivering on our promise of active hospitality and creating an optimal experience. The Member Specialist must be driven, approachable and detail oriented. This person takes ownership of the Club and Member experience. They inherently place value on knowing people&rsquo;s names and making friends without trying. They contribute to the community and foster an inclusive environment.</p><p>RESPONSIBILITIES</p><p>&middot; Take great care of our Members through active hospitality</p><p>&middot; Manage Team Members to ensure the highest level of hospitality for our Members</p><p>&middot; Resolve Member issues or conflicts and know when to escalate to Management</p><p>&middot; Provide genuine, friendly and passionate guest service, ability to anticipate Members requests or needs</p><p>&middot; Facilitate games and create a positive playing environment</p><p>&middot; Engage with Members and Guests because you enjoy facilitating relationships with others</p><p>&middot; Provide Members with information about our newest classes and events appropriate for the members skill level</p><p>&middot; Work in a team-oriented environment, anticipate when others need help and are gladly willing to assist</p><p>&middot; Ensure a spotless and sparkling Club by monitoring courts, check-in area, and restrooms. Assist with daily cleaning duties before and after each shift and ongoing cleaning responsibilities during business hours.</p><p>QUALIFICATIONS</p><p>&middot; Prior work experience in guest service or hospitality is a plus</p><p>&middot; Knowledge of pickleball or a willingness to learn and play</p><p>&middot; Genuinely friendly and positive attitude and willingness to work as a team</p><p>&middot; Ability to provide tours to guests, discuss our activities and events, and work to find the right membership type for the guest</p><p>&middot; Proactively able to solve problems</p><p>&middot; Strong communication skills and ability to discuss membership and club offerings</p><p>&middot; POS experience</p><p>&middot; Weekend and night availability required</p><p>BENEFITS/PERKS</p><p>&middot; Free Club membership (if working more than 10 hours a week)</p><p>&middot; Discounts on concessions and merchandise</p><p>&middot; Flexible scheduling</p><p>Job Type: Part-time</p><p>Pay: $16.00 - $18.00 per hour</p><p>Expected hours: No less than 12 per week</p><p>Benefits:</p><ul><li>Employee discount</li><li>Flexible schedule</li></ul><p>Work Location: In person</p>

Member Specialist Team Lead

SALARY
<br>This position has a base salary range of $38,400.00 - $57,600.00 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.
<br><br>
SUMMARY
<br><br>
Perform all member service-related functions in a timely and accurate
<br>basis. To effectively consult with members and prospective members on
<br>credit union products and services, and understand the importance of
<br>providing financial well-being solutions to all our members.
<br><br>
ROLE AND RESPONSIBILITIES
<br><br>
Proficient in processing consumer loans from application to close with proven sales results. Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs. Process consumer loan applications, consult to close loans with ancillary products and service member loan requests. Conduct all member service transactions. Build and maintain favorable member relations/relationships. Comply with internal and external regulations, policies and procedures. Responsible for the achievement of individual sales and service goals including consumer loan origination sales. Successfully complete all required registrations or certifications as needed.
<br><br>
QUALIFICATIONS AND EDUCATION REQUIREMENTS
<br><br>
<ul>
<li>High School Diploma or equivalent.</li>
<li>Minimum 2 years’ experience in financial Institution, and or retail sales experience is preferred.</li>
<li>Excellent verbal and written communication skills.</li>
<li>Ability to multi-task, and to work well under pressure.</li>
<li>Excellent organizational skills.</li>
<li>Teamwork oriented.</li>
<li>Operate independently with minimum direction.</li>
<li>Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.</li>
<li>Excellent oral presentation skills.</li>
</ul>


Rep, Member Service

<div>
 <p>
  The Communications Specialist is responsible for implementing a communication strategy for the membership programs that ensures effective, consistent, and timely communication resulting in the favorable positioning of QC+, associated brands, and business entities. Develop and manage internal communication to ensure that the branding and communication activities are aligned and support the overall strategies, with measurable interventions to ensure effectiveness.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Content Creation and Management
  </strong>
 </p>
 <ul>
  <li>
   Lead all communication plans and calendars and is the focal point of contact for all membership communications matters in collaboration with the QC Marketing and Communications
  </li>
  <li>
   Create digital and print materials that highlight membership benefits, upcoming events, and exclusive content for members.
  </li>
  <li>
   Proofread all communications materials for online and print distribution to ensure consistency in branding and messaging.
  </li>
  <li>
   Direct and oversee the work of remote contractors appointed for membership comms and marketing, where applicable.
  </li>
  <li>
   Develop indicators for success and evaluate results and monitor analytics to evaluate successes and identify areas for improvement with communications campaigns and strategies.
  </li>
 </ul>
 <p>
  <strong>
   Event Communications &amp; Coordination
  </strong>
 </p>
 <ul>
  <li>
   Support communications for member-exclusive events, such as private tours, workshops, and special previews, ensuring members receive timely and relevant information.
  </li>
  <li>
   Assist in creating pre- and post-event content, such as event highlights and testimonials, to enhance engagement.
  </li>
  <li>
   Support the team with member communication such as, but not limited to, the development of response templates, welcome letters, retention and renewal letters.
  </li>
 </ul>
 <p>
  <strong>
   Digital &amp; Social Media Engagement &ndash; In collaboration with the QC+ Marketing Team
  </strong>
 </p>
 <ul>
  <li>
   Manage social media content related to memberships by working with the social media team to showcase member experiences and exclusive perks.
  </li>
  <li>
   Analyze social media engagement data to identify opportunities for increasing member visibility and expanding the online membership community.
  </li>
  <li>
   Generate ideas for digital content, such as behind-the-scenes videos, member stories, or interviews with the QC Marketing team, to share the value of membership across platforms.
  </li>
  <li>
   Coordinate the updating of content for the Membership section of the QC website, and all newsletters, push notifications from the CRM system and the app, to members.
  </li>
 </ul>
 <p>
  <strong>
   Collaboration &amp; Cross Departmental Coordination
  </strong>
 </p>
 <ul>
  <li>
   Partner with the membership, marketing, and visitor services teams to ensure consistent messaging and alignment on initiatives.
  </li>
  <li>
   Work closely with QC+&rsquo;s in house designer to create visually appealing materials that support membership communications.
  </li>
  <li>
   Ensure all materials reflect respective brand identity in terms of communications.
  </li>
  <li>
   Review first drafts and make revisions based on the feedback received.
  </li>
  <li>
   Review final productions for errors and ensure that final prints or digital copies reflect specifications.
  </li>
  <li>
   Support the Head of Memberships in special projects, including collaboration on major campaigns, new member initiatives, and partnerships.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in mass communication, public relations, or a related field.
  </li>
  <li>
   5+ years&rsquo; experience in a communications/public relations role.
  </li>
  <li>
   Experience developing strategic communications.
  </li>
  <li>
   Exceptional writing, editing, and storytelling skills, with the ability to craft compelling messages tailored to diverse audiences.
  </li>
  <li>
   Proficiency in email marketing platforms (e.g., Mailchimp), social media, and Content Management Systems (CMS).
  </li>
  <li>
   Proficiency in Arabic is an advantage.
  </li>
 </ul>
 <p>
 </p>
</div>


Memberships Communication Specialist

Local 1233 Federal Credit Union

<p>About Us</p><p>Local 1233 FCU</p><p>We are a small credit union that serves Longshoremen of Port Newark NJ.</p><p><b>POSITION DESCRIPTION</b></p><p>Position Title: Part-Time Member Service Representative</p><p>(Potential full-time employment after 90 day probation period)</p><p>Hours: 9:00a - 2:00p Monday-Friday</p><p><b>Reporting Relationships</b></p><p>Position Reports to: Manager</p><p><b>Position Purpose:</b></p><p>Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments/processing. Balances each day&rsquo;s transactions totals and verifies and close transaction drawer at the end of the day. Performs a broad variety of member services functions such as opening and closing accounts, payroll deductions, and assisting members with their share accounts. Answers members&rsquo; inquiries regarding Credit Union services provided and performs a variety of account maintenance duties. Performs specific assigned duties including various clerical functions, and assist other Member Service Representatives with duties as required. Serves members promptly and professionally, process transfer authorizations and comply with BSA requirements. Completes required projects/reports accurately and promptly. Ensures that work area is clean, secure and well maintained. Keeps manager informed of any significant problems or concerns.</p><p><b>ESSENTIAL FUNCTIONS AND BASIC DUTIES</b></p><ul><li>Assumes responsibility for the efficient, effective, and accurate performance of teller functions.</li><li>Represents the Credit Union in a courteous and professional manner.</li><li>Receives share deposits and loan payments.</li><li>Disburses check share withdrawals.</li><li>Processes transfers.</li><li>Verifies transactions. Monitors deposits amounts and examines documents for endorsement, detects and resolves discrepancies promptly.</li><li>Balances daily transactions and totals.</li><li>Assumes responsibility for the effective and professional performance of member service functions.</li><li>Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Completes payroll deduction and authorization forms.</li><li>Answers questions and solves problems for members by listening to problems, collecting data, securing answers and reporting results to the inquiring party.</li><li>Receives and directs members and telephone calls. Responds to inquiries and questions if possible or directs them as necessary. Records and relays messages.</li><li>Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options and other related services.</li><li>Maintains and projects the Credit Union&rsquo;s professional reputation. Maintains privacy of member account information.</li><li>Assumes responsibility for establishing and maintaining effective coordination and working relationships with management.</li><li>Keeps manager informed of any significant problems or concerns.</li><li>Completes required reports and records accurately and promptly.</li><li>Attends meetings as required.</li><li>Assumes responsibility for related duties as required or assigned.</li><li>Ensures that work area is clean, secure, and well maintained.</li><li>Performs related clerical duties as required.</li></ul><p><b>PERFORMANCE MEASUREMENTS</b></p><ul><li>Teller and Member Service Representative functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.</li><li>GL and members accounts are balanced and any discrepancies promptly resolved.</li><li>Good business exist with members. Members&rsquo; problems or questions are courteously and promptly resolved.</li><li>Good working relationships and coordination exist with staff and management. Assistance is provided to other Member Service Representatives and staff as needed</li><li>The Credit Union&rsquo;s professional reputation is maintained and conveyed.</li></ul><p><b>QUALIFICATIONS</b></p><p>Education/Certification: High School graduate or equivalent.</p><p>Required Knowledge: Knowledge of Teller and Member Service Representative operations and procedures.</p><p>Proficient understanding of Credit Union operations.</p><p>Experience Required: 2 or more years of working in a Credit Union and customer service, must possess basic accounting skills. Ability to operate related computer applications and other business equipment including adding machines, and multiline telephone. Good typing skills, communication skills and math skills is a must. Must be dependable and willing to multi-task</p><p>Job Type: Part-time</p><p>Pay: $18.00 - $20.00 per hour</p><p>Expected hours: 25 per week</p><p>Application Question(s):</p><ul><li>Are you looking for short-term or long- term employment?</li></ul><p>Experience:</p><ul><li>credit union: 2 years (Required)</li><li>Customer service: 2 years (Required)</li></ul><p>Work Location: In person</p>

Member Services Representative

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