Job Description
Job Description
In this role, as a Member Services Specialist, you will be the first point of contact for members, assisting them with their financial needs. You will handle a variety of transactions, resolve member concerns, and provide outstanding service while promoting the products and services that best support our members’ financial goals.
Key Responsibilities include:
· Welcome members with professionalism and provide superior service by proactively resolving issues.
· Work with a sense of urgency to meet and exceed members’ needs while taking ownership of solutions.
· Receive and process requests and transactions, including opening/closing accounts and processing loan requests.
· Stay informed on credit union products, services, policies, and procedures to confidently answer questions and cross-sell when appropriate.
· Research and resolve member issues, including technical concerns, escalating complex cases as needed.
· Assist members with account maintenance, including updating information and setting up online banking.
· Ensure compliance with all policies and procedures while maintaining accurate records.
Qualifications:
· Strong attention to detail with the ability to maintain accurate records.
· Problem-solving skills with the ability to assess situations and provide effective solutions.
· Outgoing and personable, with excellent verbal and written communication skills.
· Ability to multitask, manage responsibilities, and work with diplomacy across departments.
· Minimum of two years’ experience in customer service (financial services experience preferred).