member services specialist

Life Time

<div>Position Summary
As a Membership Concierge II, you will serve as a professional in account maintenance, service delivery, programming insight and member/guest engagement. Grow your skills and build your professional network through self-directed progression of our hospitality certification levels and create a customized succession plan to realize your professional goals.
Job Duties/Responsibilities<ul><li>
Operates as first point of contact for members and guests entering resort</li><li>
Exemplifies a hospitality mindset to build relationships with members and guests, regularly creating extraordinary experiences</li><li>
Receives inbound phone calls and conducts outbound outreach with members and guests to support engagement and acquisition.</li><li>
Maintains updated knowledge to appropriately educate all members and guests of club programming, events, pricing, and policies</li><li>
Assists members with account maintenance, processing member needs, changes and transactions including program, service, and product payments</li><li>
Serves as a key point of contact for new membership sales and member retention interactions.</li><li>
Engages in problem solving and service recovery for member questions and concerns, utilizing appropriate tools and resources</li></ul>
Minimum Required Qualifications
Candidates for this position must be skilled at multi-tasking, delivering high quality customer service, service recovery and verbal communication. They must also be comfortable working in a fast-paced environment, able to stand for 4 hours at a time and demonstrate a friendly and outgoing demeanor.
Education:<ul><li>
High School graduate or equivalent</li></ul>
Years of Experience:<ul><li>
Minimum of 1-2 years of experience in customer service or sales</li></ul>
Licenses / Certifications / Registrations:<ul><li>
Complete Retention Specialist Certification within 60 days of hire</li><li>
Passion to serve others</li><li>
Effective communication skills</li></ul>
Preferred Requirements<ul><li>
Bachelor&rsquo;s Degree in Hospitality</li></ul>
Life Time is a place for everyone. As an organization, we are committed to an inclusive, diverse and equitable workplace that respects and celebrates the unique contributions of each individual while ensuring we remain an equal opportunity employer that recruits, hires, trains and promotes based on merit and qualifications.</div>

Membership Concierge II

VyStar Credit Union

<div>At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.<ul><li>SELECTION PROCESS:</li></ul>
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
ACCOUNTABILITY STATEMENT 
 
The Relationship Specialist's responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship-building position must be able to describe VyStar Credit Union&rsquo;s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.
ESSENTIAL RESPONSIBILITIES<ul><li>
Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.</li><li>
Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs.</li><li>
Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.</li><li>
Handle personal and business account transactions, open accounts, and process various types of loan applications.</li><li>
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.</li><li>
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.</li><li>
Support and participate in all Credit Union initiatives and campaigns.</li><li>
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.</li><li>
Work with relative independence to accomplish tasks.</li><li>
Exhibit a high degree of integrity, trustworthiness, and professionalism always.</li><li>
Exude a positive and professional attitude with members and partners consistently.</li><li>
Resolve member problems independently, seeking to find ways to a &ldquo;yes&rdquo; whenever possible, and escalating more complex concerns.</li><li>
Embrace VyStar&rsquo;s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.</li><li>
Actively lead by example through community service supporting the VyStar brand.</li><li>
Utilize excellent verbal and written communication skills.</li><li>
Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service.</li><li>
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union&rsquo;s products and services, resulting in booked sales.</li><li>
Address and overcome objections effectively while educating members about the wide array of offerings available.</li><li>
Perform other duties as assigned.</li><li>
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.</li></ul>
JOB QUALIFICATIONS
EDUCATION<ul><li>
High school diploma/GED is required</li><li>
Associate&rsquo;s degree is preferred</li></ul>
EXPERIENCE<ul><li>
Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.</li></ul>
KNOWLEDGE, SKILLS &amp; ABILITIES<ul><li>
Ability to process accurate transactions and requests.</li><li>
Must possess and utilize excellent listening skills, verbal, and written communications skills.
</li><li>Proficient in the use of the Internet and Microsoft Office.</li><li>
Must have an outgoing personality and a strong desire to help people.</li><li>
Must be professional in appearance and attitude.</li><li>
Must be able to handle many tasks in a fast-paced environment.</li><li>
Must possess strong critical thinking and decision-making abilities.</li><li>
Strong communication skills and a genuine passion for sales are essential for success in this role.</li><li>
May stand throughout entire shift in order to assist members or other staff.</li></ul>
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.<ul><li>
Focus Focus your full attention by carefully listening to and observing your client or member.</li><li>
Connect Consistently be friendly and approachable. Demonstrate you care.</li><li>
Understand Listen empathetically and ask questions. (70%/30%)</li><li>
Counsel Recommend solutions based on your client&rsquo;s or member&rsquo;s needs and objectives.</li><li>
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.</li></ul>
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources</div>

Relationship Specialist

Heritage Financial Credit Union

<div>Description: Join a Purpose-Driven Team at Heritage Financial Credit Union 
Where Integrity, Excellence, Teamwork, and Community Matter! 
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. 
We believe in:<ul><li>
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.</li><li>
Excellence: We strive to provide our members with the best possible service.</li><li>
Teamwork: We believe that we can achieve more together than we can alone.</li><li>
Respect: We treat each other with dignity and respect.</li><li>
Community: We are committed to giving back to the communities we serve.</li></ul>
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES<ul><li>
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler&rsquo;s checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.</li><li>
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager</li><li>
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures</li><li>
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations</li><li>
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union</li><li>
Engage in conversations with business members about available commercial loan products and their structures</li><li>
Identify lending opportunities through discussions with business members while opening accounts.</li><li>
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.</li><li>
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.</li><li>
Recommend improvements to workflows, efficiency, and quality of service.</li><li>
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources</li><li>
Submit thorough referrals to the Commercial Loan Department</li><li>
Understand the documentation required for initiating a commercial loan application</li><li>
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources</li><li>
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality</li><li>
Meet or exceed established performance goals</li><li>
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.</li><li>
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures</li><li>
Performing account and loan intake and funding</li><li>
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads</li><li>
Effectively perform Lobby Engagement and First Impression Opening daily</li><li>
Ability to open and close the branch as assigned by branch management</li></ul>
Requirements:

EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor&rsquo;s degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:<ul><li>
Critical thinker with the ability to creatively solve problems and develop business plans.</li><li>
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.</li><li>
Effective communication with team members and peers to foster a supportive and collaborative network.</li><li>
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.</li><li>
Needs-based selling with exception product knowledge.</li><li>
Microsoft Office Software.</li></ul>
Equal Opportunity Statement
Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.</div>

Financial Partner/Universal Associate - Goshen Branch

MedOne Benefit Solutions

<div>Position Overview:
Are you passionate about helping others and delivering exceptional customer service? As part of the Member Advocate Team at MedOne, you'll be the friendly, knowledgeable voice assisting our members, pharmacies, and healthcare providers with their pharmacy benefits. We are especially encouraging candidates with an active Certified Pharmacy Technician (CPhT) certification to apply, as your expertise will be highly valued in this role. If you're a great communicator with stellar organizational skills, we want you on our team!
About MedOne:
MedOne is a full-service pharmacy benefit manager (PBM), serving clients and members nationwide. With a fully transparent, pass-through model, MedOne helps people conveniently access the most appropriate prescriptions at the most affordable price.
What You Will Do at MedOne:<ul><li>
Member Advocates are the primary source of information for members, pharmacies, and physicians via phone, email, and chat.</li><li>
Provide information and resolve member, pharmacy, and physician inquiries. Research and resolve claim processing and eligibility issues</li><li>
Serve as an intermediary between healthcare organizations and members in facilitating patient care</li><li>
Compile and record information and correspondence related to member needs or requirements</li><li>
Document engagement outcomes and steps taken with clarity and concision</li><li>
Think quickly on one&rsquo;s feet while navigating multiple systems to effectively engage with members</li><li>
Work collaboratively and cooperatively with other departments to resolve issues and improve the member, physician, and pharmacy experience</li><li>
Effectively work through difficult conversations with members while maintaining composure, showing empathy, and displaying active listening skills</li></ul>
What you will bring to MedOne:<ul><li>
An active CPhT (Pharmacy Tech Certification) is highly encouraged but not required.</li><li>
Minimum of 1 year of customer service experience.</li><li>
Strong proficiency in Microsoft Office products.</li><li>
Willingness to obtain certification as a pharmacy technician within one year of hire.</li><li>
Excellent customer service and teamwork skills.</li><li>
Flexibility with scheduling, including rotating Saturdays and evening shifts</li><li>
Reliability and punctuality.</li><li>
Spanish speaking abilities are highly valued for this role.</li></ul>
Why Join MedOne?<ul><li>
Competitive salary and bonuses that reward your performance.</li><li>
Comprehensive health, dental, and vision insurance.</li><li>
401(k) with company match to secure your future.</li><li>
Generous paid time off and holidays.</li><li>
Opportunities for professional growth and development.</li><li>
A vibrant and collaborative work culture.</li></ul>
Location: We have offices in either Dubuque, IA, or Kansas City, MO, or the position can be remote within the United States.
Employment Type: Full-Time, Hourly
Hours: Hours may vary within our normal business hours.
How to Apply: If you're enthusiastic about helping others and eager to join a dynamic team, especially if you have a CPhT certification, we&rsquo;d love to hear from you. Apply now and take the first step toward a rewarding career at MedOne! You can submit your application through our careers page.
MedOne is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Offers are contingent on passing a background check and drug screen.</div>

Member Advocate

American 1 Credit Union

<div><div><div><div><div>We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?<ul><li>
Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.</li><li>
Opening new bank accounts such as checking, savings, IRA&rsquo;s.</li><li>
Opening new credit cards and analyzing credit reports</li><li>
Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.</li></ul>
If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:<ul><li>
Location: On-site in, Battle Creek, MI</li><li>
Position: Personal Banker/Member Service Specialist</li><li>
Wage: 21.13/hour</li><li>
Benefits start on day one: Health, Dental, Vision, Responsible Time Off</li><li>
All offers of employment are contingent upon background screens.</li></ul>
The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member&rsquo;s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.
 Essential Job Functions<ul><li>
Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.</li><li>
GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.</li><li>
Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.</li><li>
Focus on Purpose/Mission: Focused on the credit union&rsquo;s purpose and mission statement of creating financial wellness in our community through everyday banking.</li><li>
Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.</li><li>
Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.</li><li>
Employee Culture: Committed to supporting a culture that is inclusive for all.</li><li>
Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.</li><li>
Community Advocate: Serves as a representative of the credit union while in the community.</li><li>
Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.</li></ul>
 Competencies Required<ul><li>
People Focused and Strong Communication: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.</li><li>
Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals. Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.</li><li>
Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.</li><li>
Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.</li><li>
Engaged and Collaborative: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.</li><li>
Humbly Confident and Inquisitive: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.</li></ul>
Key Accountability Items:<ul><li>
Support and Collaborate with Branch Team</li><li>
Accuracy and completion of account and loan documentation</li><li>
Uphold GREAT service standards.</li><li>
Personal Scorecard Results</li><li>
High level of knowledge of all products and services</li></ul>
 Requirements:<ul><li>
A minimum education of high school diploma or GED.</li><li>
Prior customer service and sales experience.</li><li>
Credit union or banking experience preferred but not required.</li></ul>
 The Ideal Candidate:<ul><li>
Excellent verbal and written communication skills</li><li>
Working knowledge of PC applications such as Microsoft Office</li><li>
Ability to work independently or as a collaborative member of a team.</li><li>
Ability to direct other team members and coach others.</li><li>
Knowledge of credit union products, services, policies, core processes, and procedures.</li><li>
Ability to provide supervisory leadership of professional- and intermediate-level staff.</li><li>
Demonstrated member-focused strategy skills.</li><li>
Demonstrated skill in gathering, reporting, and summarizing trends in data.</li><li>
Ability to express oneself clearly and articulately both orally and in writing.</li><li>
Ability to make decisions and take initiative in problem resolution.</li><li>
Ability to exercise tact and responsibility with handling confidential information.</li></ul>
 NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</div></div></div></div></div>

Personal Banker (Member Service Specialist) -

<div><div><div><div><div>We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?<ul><li>
Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.</li><li>
Opening new bank accounts such as checking, savings, IRA&rsquo;s.</li><li>
Opening new credit cards and analyzing credit reports</li><li>
Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.</li></ul>
If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:<ul><li>
Location: On-site in, Brooklyn, MI,</li><li>
Position: Personal Banker/Member Service Specialist</li><li>
Wage: 21.13/hour</li><li>
Benefits start on day one: Health, Dental, Vision, Responsible Time Off</li><li>
All offers of employment are contingent upon background screens.</li></ul>
The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member&rsquo;s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.
 Essential Job Functions<ul><li>
Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.</li><li>
GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.</li><li>
Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.</li><li>
Focus on Purpose/Mission: Focused on the credit union&rsquo;s purpose and mission statement of creating financial wellness in our community through everyday banking.</li><li>
Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.</li><li>
Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.</li><li>
Employee Culture: Committed to supporting a culture that is inclusive for all.</li><li>
Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.</li><li>
Community Advocate: Serves as a representative of the credit union while in the community.</li><li>
Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.</li></ul>
 Competencies Required<ul><li>
People Focused and Strong Communication: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.</li><li>
Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals. Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.</li><li>
Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.</li><li>
Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.</li><li>
Engaged and Collaborative: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.</li><li>
Humbly Confident and Inquisitive: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.</li></ul>
Key Accountability Items:<ul><li>
Support and Collaborate with Branch Team</li><li>
Accuracy and completion of account and loan documentation</li><li>
Uphold GREAT service standards.</li><li>
Personal Scorecard Results</li><li>
High level of knowledge of all products and services</li></ul>
 Requirements:<ul><li>
A minimum education of high school diploma or GED.</li><li>
Prior customer service and sales experience.</li><li>
Credit union or banking experience preferred but not required.</li></ul>
 The Ideal Candidate:<ul><li>
Excellent verbal and written communication skills</li><li>
Working knowledge of PC applications such as Microsoft Office</li><li>
Ability to work independently or as a collaborative member of a team.</li><li>
Ability to direct other team members and coach others.</li><li>
Knowledge of credit union products, services, policies, core processes, and procedures.</li><li>
Ability to provide supervisory leadership of professional- and intermediate-level staff.</li><li>
Demonstrated member-focused strategy skills.</li><li>
Demonstrated skill in gathering, reporting, and summarizing trends in data.</li><li>
Ability to express oneself clearly and articulately both orally and in writing.</li><li>
Ability to make decisions and take initiative in problem resolution.</li><li>
Ability to exercise tact and responsibility with handling confidential information.</li></ul>
 NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</div></div></div></div></div>

NCPD Federal Credit Union

This is a great opportunity for a creative and technically savvy individual, who is looking to pursue a career in Marketing, to join a successful and thriving credit union. Serving its core member group, the Nassau County Police Department, the credit union takes pride in providing superior member and financial services. The Marketing Support Specialist will be responsible for contributing to the credit union&rsquo;s success and growth by assisting with all marketing initiatives across the various credit union marketing channels.To the qualified candidate we offer:<ul><li>A competitive wage;</li><li>A comprehensive benefits package which includes Health Insurance, an employer funded Health Savings Account, Dental Insurance, Vision Insurance, Life Insurance, Short-Term Disability Insurance, and Long-Term Disability Insurance;</li><li>401k plan AND a Retirement Savings Plan which includes a generous employer contribution;</li><li>Generous time off and holiday policies;</li><li>Great working hours: Monday through Friday, 8:15 a.m. to 4:15 p.m.;</li><li>A professional and team-oriented work environment.</li></ul>The Marketing Support Specialist will be responsible for:<ul><li>Assisting with managing the credit union&rsquo;s website, social media, and email campaigns.</li><li>Working with third-party vendors to produce quarterly member newsletters, statement inserts, and branch collateral material. Reviewing copy and art to ensure alignment with credit union marketing objectives.</li><li>Assisting with keeping inventory and stock of marketing giveaways for events such as police organization golf outings and in-branch campaign giveaways.</li><li>Coordinating and attending off-site police department events.</li><li>Successfully managing multiple tasks and deadlines.</li><li>Being a subject matter expert on credit union products and services.</li></ul>To be considered for the Marketing Support Specialist position, applicants should have knowledge of and/or previous experience in the following:<ul><li>A bachelor&rsquo;s degree in marketing or other relevant field of study from an accredited institution.</li><li>A minimum of 2 years of prior internship / work experience.</li><li>Excellent written and verbal communication skills, in addition to great proofreading skills.</li><li>Tech savvy and familiar with social media platforms (such as Facebook, Instagram.)</li><li>Ability to effectively manage time and resources to ensure work is completed efficiently and within established time frames.</li><li>Proficiency in Microsoft Office.</li></ul>The NCPD Federal Credit Union is an equal opportunity. We do not discriminate on the basis of race, color, creed, religion, national origin, gender, disability, marital status, partnership status, sexual orientation, gender identity, gender expression, age, veteran status, military status, alienage or citizenship status, unemployment status, caregiver status, arrest or conviction record, credit history, salary history, status as a victim of domestic violence, stalking, or sex offenses, lawful source of income, lawful occupation, pregnancy, lactation accommodations, sexual and reproductive health decisions, or any other characteristic protected by applicable law.Job Type: Full-timePay: $50,000.00 - $65,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Retirement plan</li><li>Vision insurance</li></ul>Experience:<ul><li>Marketing Specialist: 1 year (Required)</li></ul>Ability to Commute:<ul><li>Plainview, NY 11803 (Required)</li></ul>Ability to Relocate:<ul><li>Plainview, NY 11803: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Marketing Support Specialist

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