Member Solutions Specialist
ID
2024-27821
Location
Cone Health
Work Location
US-NC-Greensboro
Division : Name
System Wide
Department : Name
SW-Credit Union
Category
CLERICAL/ADMIN
Position Sub-Category
OTHER
Position Type
Full Time (40 hours/week)
Employment Type
Employee
Exempt/NonExempt
Non-Exempt
FTE
1.00
Workforce Status
Onsite
Work Hours
40.00
Provider Schedule (specific schedule)
M-F
On call Required
No
Overview
Talent Pool - Administrative & Clerical The Member Solutions Specialist processes member transactions and maintains cash drawers to document financial changes. Under minimal supervision, this job promotes the day-to-day operations of the organization and strengthens relations with new and potential members by providing excellent customer service.
Responsibilities
Promotes credit union products and services based on member needs identified through conversations and maintain current knowledge of all credit union services and policies.
Counsels members on interest rates, cross-sell services, and assist with opening new share accounts, share draft accounts, and certificates.
Assists members in completing applications for Individual Retirement Accounts and Share Certificates, process new account information, and order checks and debit cards.
Maintains cash drawer, processes member transactions, and handles wire transactions.
Provides assistance to members with closing accounts, processing quick cash loans, and setting up payroll distributions.
Addresses member inquiries, resolves account discrepancies and complaints, and provides exceptional customer service.
Advises members with closing accounts and account discrepancies and complaints, process quick cash loans, and processes wire transactions.
Performs other duties as reasonably required or assigned.
Qualifications
EDUCATION: Required: High School Diploma or equivalent EXPERIENCE: Required: 5 years LICENSURE/CERTIFICATION/REGISTRY/LISTING: