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<h3>Job Description</h3>
Job DescriptionAbout Base
Base is building the foundation of American power. The grid is the largest, most complex machine in the world. Yet it’s aging, struggling to keep up with today’s demand, and is unprepared for our electrified future. 
Base is modernizing the grid as the first engineering-led, technology-driven power company. We’re deploying a nationwide network of distributed batteries that strengthens critical infrastructure and saves Americans money. 
Our team of engineers, operators, creatives, technicians, and electricians design and deploy systems at speed. If you want to tackle the problem that will define this century and shape the future of American energy, now is the time. Join us.
About the Role
As part of our Member Experience team, you will play a vital role to help our members stay with Base for the long haul - strengthening loyalty at every stage of the customer journey. You will work directly with our highest risk customers to prevent churn, win them back if they are considering canceling, and ensure they renew at the end of their contract. This role offers a unique opportunity to develop real-world expertise at the intersection of customer service and sales. You will use creative problem-solving, relationship management, and impactful communication to make a tangible difference in the lives of our customers and the future growth and reputation of Base.
What You'll Do
<ul>
<li>
Retention &amp; Loyalty – Build strong relationships with members, proactively addressing concerns to keep satisfaction and loyalty high.
</li>
<li>
Churn Prevention – Intervene when members consider leaving, understand their needs, and craft solutions that rebuild confidence.
</li>
<li>
Renewals – Manage upcoming contract renewals, ensuring members seamlessly continue with Base and see the ongoing value.
</li>
<li>
Win-Back Campaigns – Engage members who have signaled intent to cancel or switch away, working to reestablish trust and retain their business.
</li>
<li>
Onboarding-to-Loyalty – Guide new members through their early stages, from signing up to enrolling in services, ensuring they feel supported and confident from day one.
</li>
<li>
Escalations – Act as a problem-solver for complex or urgent issues, working across teams to deliver quick, thoughtful resolutions.
</li>
<li>
Voice of the Member – Gather and share feedback to help shape better experiences, services, and policies across the company that strengthen long-term loyalty.
</li>
</ul>
What You'll Bring
<ul>
<li>
1-5 years of experience in customer success, retention, account management, or sales.
</li>
<li>
Empathetic communicator who loves connecting with people and making them feel heard.
</li>
<li>
Proven ability to manage escalations, turn challenging situations into positive outcomes, and be persuasive without being pushy.
</li>
<li>
Motivation to work through a queue of high risk customers needing your attention.
</li>
<li>
Strong writing skills with excellent grammar, tone, and clarity.
</li>
<li>
Natural inclination to stay calm under pressure and step up to proactively de-escalate frustrating situations.
</li>
<li>
Comfortable with ambiguity and a fast-paced environment to quickly adapt to changes.
</li>
<li>
Tech savvy, with a knack for quickly mastering new tools and systems.
</li>
<li>
Team player motivated by the mission who always puts the company’s best interests first.
</li>
</ul>
Our Values
We’re building a winning culture and we’re looking for people who are up for the challenge. Here’s what we expect from day one:
<ul>
<li>
In-Person Only: We work full-time in the office. No hybrid. No remote.
</li>
<li>
Challenge the Status Quo: Question assumptions. Fix broken systems. Principles &gt; rules.
</li>
<li>
Move Fast: Focus on what matters, act quickly, and learn by doing.
</li>
<li>
Give &amp; Get Feedback: Be direct, be humble. Challenge ideas–including your own.
</li>
<li>
Own the Outcome: Take full responsibility. Deliver results. No excuses.
</li>
<li>
Act Like an Owner: Be resourceful, mindful of impact, and committed to the business.
</li>
<li>
Be Decisive: Drive clarity. Make bold calls with imperfect info.
</li>
<li>
Bring the Intensity: This is not a 9-to-5. We're building something hard which requires real commitment.
</li>
</ul>

Member Retention Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Our World-Class Team Begins with YOU!
Barrow Brain and Spine is a physician-owned specialty practice focused in the areas of neurosurgery and advanced spine care. The practice encompasses 27 neurosurgeons, three physiatrists and performs more than 8,000 surgeries each year. This globally recognized group directs the Neurosurgery Residency Program at St. Joseph’s Hospital in Phoenix, Arizona and serves more than 21,000 patients per year.
Do you have what it takes to be part of our World-Class team?
At Barrow Brain and Spine, each team member is dedicated to the highest levels of performance, integrity, collaboration, and commitment to patient care. These are not just words on a page, this is our culture. If you are looking for an extraordinary work environment dedicated to enhancing the lives of our patients and team members, we look forward to hearing from you.
As one of the largest private group practices in the US, BBS is looking for a Patient Services Specialist to join our Location! In general, the Patient Services Specialist will:
<ul>
<li>Prepare front office for daily activities.</li>
<li>Warmly greet patients, guests, vendors, and visitors</li>
<li>Ensure that all patient paperwork, demographics, and insurance information is up to date and correct.</li>
<li>Collects co-pay if necessary and issues receipt.</li>
<li>Notifies physician office and/or clinic staff of patient arrivals.</li>
<li>Maintains accurate and timely patient information in Athena One databases.</li>
<li>Answer telephones and transfers caller to appropriate staff member</li>
<li>Help create an extraordinary patient experience!</li>
</ul>
EXPERIENCE:
<ul>
<li>Prior experience in a medical office setting preferred but we are willing to train.</li>
</ul>
Comp &amp; Benefits:
We offer a comprehensive compensation package. This includes benefit offerings you’d expect to see at a large company, all designed to help you take good care of yourself and your family. The benefits include:
<ul>
<li>Choice of two medical plans – HRA, HDHP/HSA options</li>
<li>Dental and Vision plan</li>
<li>Disability – short-term &amp; long-term, 100% employer paid.</li>
<li>Basic Life/AD&amp;D, 100% employer paid.</li>
<li>Voluntary Life/AD&amp;D available for employee, spouse, and children</li>
<li>Voluntary Critical Illness and Accident coverage</li>
<li>Generous Paid Time Off</li>
<li>Paid Holidays</li>
<li>Next day pay.</li>
</ul>
Barrow Brain and Spine is proud to be an equal opportunity workplace.
Preferred method of response is via our Careers page: (Careers and Job Postings at Barrow Brain and Spine)
 
 
Requirements:

Patient Services Specialist - Chandler

<h3>Job Description</h3>
Job DescriptionDescription:
Overview:
The Digital Services Specialist is responsible for supporting the Bank’s digital banking products and services, including but not limited to online and mobile banking, remote deposit, and online account opening. This position provides support to internal bank personnel, performs daily operational activities primarily related to customer access and use of digital services, and helps to troubleshoot customer issues reported for the digital services platforms. As a member of the Payment Operations Team, this individual will be cross trained on additional Payment Operations functions to maximize department capacity and coverage. 
 
Primary Accountabilities / Responsibilities:
<ol>
<li>Complete business registrations and user access, validating Insight account ownership authority prior to granting the requested access. </li>
<li>Provide support to internal personnel, responding to Online Banking inquiries and requests related to Online Banking registration, online account access, system features and functionality. </li>
<li>Review daily Closed Account reports and update online banking agreements, user details, bill pay, and scheduled external transfers accordingly to prevent further online use of the closed account. </li>
<li>Review daily reports associated with online banking agreements created and updated, including accounts linked and changes to agreement status, and update related systems/services as needed to ensure the correct customer access to online banking and related services.</li>
<li>Review checks deposited remotely through the Bank’s mobile app, reviewing checks for validity, and assessing risk factors to approve or reject the check. </li>
<li>Complete daily reconciliation of Mobile Deposit activity and process the daily batch deposit for the mobile deposit teller.</li>
<li>Update online banking external transfer and remote deposit limits as requested in accordance with approval requirements.</li>
<li>Utilize Verafin reports to research online banking external accounts added to identify any potential anomalies in the online activity and where indicated, call those customers to confirm that the activity is valid. </li>
<li>Create online banking Retail ACH (external transfer) batches, referring to risk indicators to determine high risk transfers requiring additional risk mitigation action which may include customer contact.</li>
<li>Oversee online deposit account opening (iOpen, eOpen), reporting system issues and working with vendor toward resolution, escalating as needed to ensure assigned vendor resource attention. </li>
<li>Review Insight Online Applications queue each morning and periodically throughout the day for any applications displaying an error and/or in a status requiring review, researching as needed to determine and complete required actions to either complete the account opening or reject the application. </li>
<li>For each eOpen account opened, review the associated Driver’s License (or Passport) to ensure details are legible and there is no obvious indication that the ID may be invalid or fraudulent, complete the Verafin CDD questionnaire for each account owner, and index the Account Summary to iDentifi.</li>
<li>Act as back-up for Treasury Services activities related to business customers’ access to digital services. </li>
<li>Create/update procedures as needed.</li>
<li>Assess overall processes and procedures to identify potential opportunities for efficiency and/or service quality improvements.</li>
<li>Complete all activities with a focus on risk mitigation and in accordance with Bank policies and procedures, as well as all regulatory requirements and guidelines.</li>
<li>Assists with audits, examinations, and risk assessments, gathering required documentation in preparation and/or as needed throughout.</li>
<li>Maintain all required training and certification necessary to support Online Banking and other TSB Payment Operations activities.</li>
<li>Performs related and unrelated duties as may be required.</li>
</ol>
 
Requirements:
Position Requirements:
The qualified applicant will have previous banking experience with detailed knowledge of digital banking features and functionality, mobile deposit services, and Consumer and Business banking relationships. Personal experience with online banking, online payments, and mobile deposits is required. The individual must be customer focused to provide quality service to customers and internal bank personnel; must be detail oriented, well organized, and be able to easily adapt to changing priorities. Must be well versed in the use of Microsoft Word, Excel, Outlook, and PDF documents and able to become proficient in the use of other software applications that may be used in the performance of the position’s responsibilities. 
Competencies Required:
<ul>
<li>Customer Focus</li>
<li>Results Oriented</li>
<li>Adaptability</li>
<li>Collaboration</li>
<li>Communication</li>
<li>Composure</li>
<li>Innovation</li>
<li>Self-Development</li>
</ul>
Work Environment/Physical Demands/Condition Requirements:
Open office environment; must be able to focus and not be easily distracted. Must be able to climb stairs, use computer/see screen and read documents. 
Equipment Used:
General office equipment: Computer, Telephone, Mobile devices
Compliance:
Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position. 
Information Security:
Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by:
<ul>
<li>Remaining alert to and reporting malicious or suspected malicious email.</li>
<li>Participating in training opportunities to ensure continued protection of customer data.</li>
<li>Provide feedback where possible to help improve the Bank’s security culture.</li>
</ul>
Responsible for maintaining confidentiality of all sensitive information.
 
 
Torrington Savings Bank is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis prohibited by law. The Bank considers applicants for all positions without regard to disability, military/veteran status, or any other legally protected status, and is committed to providing equal opportunities in terms of its recruiting and hiring practices.
Applicants requiring reasonable accommodation in the application process should notify Human Resources. 
Torrington Savings Bank participates in e-Verify and will provide the federal government with your Form I-9 information 
to confirm that you are authorized to work in the U.S.A.
EOE/AA/D/V
Torrington Savings Bank is a drug free workplace.

Digital Services Specialist

<h3>Job Description</h3>
Job DescriptionDescription:
Our World-Class Team Begins with YOU!
Barrow Brain and Spine is a physician-owned specialty practice focused in the areas of neurosurgery and advanced spine care. The practice encompasses 27 neurosurgeons, three physiatrists and performs more than 8,000 surgeries each year. This globally recognized group directs the Neurosurgery Residency Program at St. Joseph’s Hospital in Phoenix, Arizona and serves more than 21,000 patients per year.
Do you have what it takes to be part of our World-Class team?
At Barrow Brain and Spine, each team member is dedicated to the highest levels of performance, integrity, collaboration, and commitment to patient care. These are not just words on a page, this is our culture. If you are looking for an extraordinary work environment dedicated to enhancing the lives of our patients and team members, we look forward to hearing from you.
As one of the largest private group practices in the US, BBS is looking for a Patient Services Specialist to join our Location! In general, the Patient Services Specialist will:
<ul>
<li>Prepare front office for daily activities.</li>
<li>Warmly greet patients, guests, vendors, and visitors</li>
<li>Ensure that all patient paperwork, demographics, and insurance information is up to date and correct.</li>
<li>Collects co-pay if necessary and issues receipt.</li>
<li>Notifies physician office and/or clinic staff of patient arrivals.</li>
<li>Maintains accurate and timely patient information in Athena One database.</li>
<li>Answer telephones and transfers caller to appropriate staff member</li>
<li>Help create an extraordinary patient experience!</li>
</ul>
EXPERIENCE:
<ul>
<li>Prior experience in a medical office setting preferred but we are willing to train.</li>
</ul>
Comp &amp; Benefits:
We offer a comprehensive compensation package. This includes benefit offerings you’d expect to see at a large company, all designed to help you take good care of yourself and your family. The benefits include:
<ul>
<li>Choice of two medical plans – HRA, HDHP/HSA options</li>
<li>Dental and Vision plan</li>
<li>Disability – short-term &amp; long-term, 100% employer paid.</li>
<li>Basic Life/AD&amp;D, 100% employer paid.</li>
<li>Voluntary Life/AD&amp;D available for employee, spouse, and children</li>
<li>Voluntary Critical Illness and Accident coverage</li>
<li>Paid Holidays</li>
</ul>
 
Barrow Brain and Spine is proud to be an equal opportunity workplace.
Preferred method of response is via our Careers page: (Careers and Job Postings at Barrow Brain and Spine)
 
 
Requirements:

Patient Services Specialist - Neuroplex

<h3>Job Description</h3>
Job Description
The Academic Services Specialist is responsible for the full administrative coordination of one or more academic programs, such as Residency, Academic, Fellowship, Education or Credentialing; and other duties as assigned. EDUCATION and/or EXPERIENCE * Bachelor’s degree in related field of study is preferred * Three to five years of administration of a program, preferably in higher education or healthcare setting * Accurate typing and data entry skills * Excellent organization and communication (oral and written) skills * Demonstrated proficiency of Microsoft Office Suite and software used by the department 
ESSENTIAL JOB FUNCTIONS
1. Specializes in managing the administrative activities of an academic program, such as Residency, Fellowship, or other academic programs, with interrelated activities of other programs, departments, or staff to ensure optimum efficiency and compliance with appropriate policies, procedures and specifications. 2. Maintains the clinical or internship site assignments. Arranges clinical or internship supervision at clinical or internship site by assignment of faculty or preceptor. Ensures appropriate evaluation processes are in place and each student/participant receives evaluations. 3. Schedules and oversees academic program activities in accordance with specifications (i.e. ACGME) and funding limitations. Maintains the assignment of faculty, facilities, and students. Ensures students/participants are progressing through training appropriately to achieve academic requirements. 4. Provides policy interpretation, technical advice and problem solving assistance to students/participants. Refers issues to other resources as appropriate. 5. Enhances student/participants experience by arranging extracurricular seminars, study sessions, or workshops. Develops, compiles, and writes program coursework communications and promotional literature for distribution, such as newsletters, brochures or flyers. Ensures materials for each training activity are available to student/participant and faculty member. 6. Prepares periodic reports, financial statements and records on academic program activities, progress, status or other special reports for management or outside agencies. Utilizes various evaluation methodologies and tracks results. Analyzes results and recommends appropriate action. Evaluates program effectiveness and recommends improvements.
Total Rewards The referenced base salary range represents the low and high end of University of Maryland’s Faculty Physician’s Inc. salary range for this position. Some candidates will not be eligible for the upper end of the salary range. Exact salary will ultimately depend on multiple factors, which may include the successful candidate's geographic location, skills, work experience, market conditions, internal equity, responsibility factor and span of control, education/training and other qualifications. University of Maryland Faculty Physician’s Inc. offers a total rewards package that supports our employees' health, life, career and retirement. More information can be found here: <a href="https://www.umfpi.org/jobs/summary-employee-benefits" target="_blank">https://www.umfpi.org/jobs/summary-employee-benefits</a>

Academic Services Specialist - Surgery

<h3>Job Description</h3>
Job Description
BUSINESS SERVICES RELATIONSHIP SPECIALIST
Job Description
Job Title: Business Services Relationship Specialist Job Status: Full-Time FLSA Status: Non-Exempt
JOB DESCRIPTION Do you have a passion for customer service and building relationships? Do you enjoy finding solutions that help businesses operate more efficiently? The Business Services Relationship Specialist partners with business owners to do just that.
The Business Relationship Specialist works with both the retail and lending departments to provide a well-rounded suite of products for their customers. Providing solutions to aid in ACH processing, Remote Deposit, Positive Pay, Cash Management, Payment Processing, and other financial innovations.
Essential Functions
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help qualified individuals with disabilities perform the essential functions.
1. Represent and promote the company through participation in community events, civic/philanthropic groups, industry-specific forums, and meetings, ensuring the expansion of relationships, networks, and referral sources.
2. Build strong relationships with business owners, gaining an understanding of their needs and recommending financial solutions to help improve their daily operations.
3. Demonstrate strong working knowledge of company products, services, policies, and procedures, continually deepening your knowledge of trends, practices, and services within the competitive landscape.
4. Utilize sales and relationship management tools to identify and refer current and prospective clients, as well as maintain frequent contact.
5. Effectively partners with other team members and departments to deliver a full complement of business services.
7. Assist in the underwriting and preparation of business service products to be submitted for approval and onboard the originator on all platforms.
8. Be a member of the Business Services support team, which will include but not limited to: working with business customers to troubleshoot issues either on-site or virtually. 
9. Exhibits interpersonal and communication skills, providing an environment of open and authentic communication.
10. Adhere to all company service standards, serving as an example to other team members, as well as to our customers.
11. All other duties as assigned.
Competencies
1. Communication
2. Relationship Management
3. Critical Evaluation
4. Consultation
5. Business Acumen
6. Ethical Practice
7. Customer Service
8. Sales Acumen
Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office environment and in an outside sales capacity. This role routinely uses standard office equipment such as laptop computers and smartphones.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Position Type/Expected Hours of Work
Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.
Travel
Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.
Required Education and Experience
<ol>
<li>High School Diploma or Equivalent</li>
<li>1 Year Business-to-Business Sales Experience</li>
<li>Proficient in Microsoft Office</li>
<li>Able to Quickly Learn New Software</li>
<li>Valid Driver’s License</li>
</ol>
Preferred Education and Experience
 3 Years Business-to-Business Sales Experience, With 1 Year Troubleshooting/Customer Care Experience
 1 Year Current Banking Experience
We understand that benefits matter – we offer a competitive benefit package for all full-time employees which includes:
<ul>
<li>A workplace built on respect, integrity, and balance</li>
<li>Medical, Dental, Vision Insurance coverage options</li>
<li>401(k) Plan + Company Match</li>
<li>Competitive Pay starting at $20.00/hr</li>
<li>Career growth and opportunities for promotions</li>
<li>Paid Time Off, Holiday Pay, and Sick Time</li>
<li>Training for Professional and Career Development</li>
<li>Generous parental leave</li>
<li>Potential for annual performance bonus</li>
<li>Potential referral incentives</li>
</ul>

Additional Eligibility Qualifications Work Authorization/Security Clearance (if applicable)
AAP/EEO Statement Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Business Services Relationship Specialist

<h3>Job Description</h3>
Job Description
E-Central Credit Union, a progressive $170 million institution, is seeking a Card &amp; Digital Services Specialist with a strong focus on card services and digital services. This role supports both internal teams and members, playing a key part in problem resolution, compliance, fraud monitoring, and audit reporting. Familiarity with digital fraud detection tools such as Verafin is essential to proactively identify and mitigate risk.
Key Responsibilities:
Card Services Support 
<ul>
<li>Assist with day-to-day card operations, including issuance, account maintenance, and transaction troubleshooting.</li>
</ul>
<ul>
<li>Investigate card-related fraud, disputes, and chargebacks using Verafin and processor tools; coordinate with third-party vendors as needed.</li>
<li>Support mobile wallet and digital card integration features.</li>
<li>Ensure card servicing activities align with regulatory and network requirements (e.g., Reg E, Visa).</li>
<li>Review various reports and audit transactions</li>
</ul>
Digital Services Support 
<ul>
<li>Provide second-level support for escalated issues related to Zelle, Transfer Now, online banking, and mobile platforms.</li>
<li>Investigate and resolve technical and transactional issues in collaboration with vendors, IT, and internal departments.</li>
<li>Monitor digital fraud alerts and suspicious activity using Verafin and other tools; take appropriate follow-up action.</li>
<li>Support system testing, configuration, and deployment of new digital features and service updates.</li>
<li>Maintain digital issue tracking, documentation, and audit logs for internal review and regulatory readiness.</li>
<li>Prepare and analyze digital service audit reports to identify trends, support compliance, and recommend improvements.</li>
</ul>
Member &amp; Staff Support
<ul>
<li>Act as the secondary point of contact for escalated card services and digital payment issues from frontline and member service teams.</li>
<li>Assist with card-related issues as needed, particularly in fraud, dispute, or service disruption scenarios.</li>
<li>Educate members and staff on the secure use of digital services, fraud prevention, and payment tools.</li>
</ul>
Compliance &amp; Audit Reporting
<ul>
<li>Generate, review, and maintain documentation and logs for both digital and card-related Verafin fraud cases and compliance tracking.</li>
<li>Support internal and regulatory audits with accurate reporting and follow-up documentation.</li>
<li>Contribute to the development of controls and process improvements in digital operations.</li>
</ul>
General Operational Support
<ul>
<li>Provide backup for back-office functions such as escheatment, wires, FinCen 314a, vault custodian, SSA requests, death claims, and ACH returns.</li>
<li>Collaborate across departments including Compliance, Risk, and IT to ensure effective and compliant delivery of services.</li>
</ul>
Qualifications:
<ul>
<li>High school diploma or equivalent required; associate or bachelor’s degree preferred.</li>
<li>3-5 years of experience in digital banking operations, card services, or back-office support in a financial institution.</li>
<li>Experience with digital payment platforms (Zelle, Transfer Now, ACH) and online/mobile banking systems.</li>
<li>Proficiency in fraud detection and case handling using Verafin.</li>
<li>Knowledge of relevant compliance standards (Reg E, NACHA, Visa/Mastercard guidelines).</li>
<li>Strong technical troubleshooting, analytical, and communication skills.</li>
<li>Familiarity with banking core systems and ticketing tools (e.g., Fiserv, Jack Henry, CO-OP).</li>
</ul>
 
This is a full-time (Monday-Friday, 8 hours/day, 40 hours/week) in-office position. The compensation for this position is $24-$32 per hour. When extending an offer of employment, the CU considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, key skills, internal peer equity, federal, state, and local laws, as well as external market and organizational considerations.
E-Central offers a pleasant, supportive work environment and a competitive benefits package including health, dental &amp; vision, life &amp; disability, flexible spending account, 401(k) with profit sharing, loan discounts, 11 paid holidays, paid sick leave, and generous paid time off.

Card & Digital Services Specialist

<h3>Job Description</h3>
Job Description
STATUS: Full time / Non-Exempt 
REPORTS TO: Branch Manager
LOCATION: Rochester Region 
RATE: $24.00 per hour
HOURS: 37.50 hours per week
SCHEDULE: Monday 8:30 – 4:30 / Tuesday 8:30 – 4:30 / Wednesday 9:30 – 4:30 / Thursday 8:30 – 5:30 / Friday 8:30 – 6:30 / Saturday 8:30 – 1:30*
*Schedule may vary based on business needs. Must be available to work 2-3 Saturdays per month.
Position Overview
 
The primary function of the Floating Member Service Specialist (MSS) is to uncover members’ needs and make appropriate and timely suggestions of products and services to members. This is performed in person, as well as over the telephone. It is essential that the Floating Member Service Specialist provides members with accurate information, regarding the credit union’s products and services, and responds to any questions, concerns, or complaints, in an effective and professional manner. The Floating Member Service Specialist will be assigned to various branch locations, throughout the Rochester region.
 
Essential Functions
 
Member Service Desk: 
 
<ul>
<li>Promote and cross-sell credit union products and services that best suit our members’ needs.</li>
<li>Meet sales goals as determined by management. </li>
<li>Initiate contact with members to discuss unaddressed needs. </li>
<li>Ask for business referrals from satisfied members.</li>
<li>Display excellent interpersonal and telephone skills, with the ability to interact professionally and effectively with members face to face, and over the telephone.</li>
<li>Process member transaction requests accurately and efficiently. Transactions at the member service desk include, but are not limited to, loan closing, new account/product opening, certificates, renewals, etc. </li>
<li>Responsible for balancing daily work.</li>
<li>Build in next steps with members to address future needs.</li>
<li>Research and resolve member questions, problems, and complaints by either telephone, written correspondence or in person.</li>
<li>Adhere to credit union and departmental policies and procedures.</li>
<li>Update and document information learned about members on the system. </li>
</ul>
Teller Station:
<ul>
<li>Accurately process transactions. </li>
<li>Adhere to credit union policies and branch/departmental procedures. </li>
<li>Make appropriate and timely suggestions about products and services to members.</li>
<li>Make effective referrals to other specialists when appropriate.</li>
</ul>
Other
 
<ul>
<li>Update and document information learned about members on the system. </li>
<li>Prepare workstation at the beginning of each day and ensure proper inventory of supplies throughout the day.</li>
<li>Assist in various duties upon management’s request.</li>
<li>Participate in special projects as assigned by management. </li>
<li>Work overtime when requested by management. </li>
</ul>
Qualifications
Education/Experience: An equivalent combination of the following:
<ul>
<li>High School Diploma/Equivalency required.</li>
<li>Minimum one-two years’ prior Teller experience.</li>
</ul>
 Skills 
<ul>
<li>Strong math and keyboarding skills.</li>
<li>Effective communication skills, including listening skills, to build relationships and member loyalty.</li>
<li>Excellent interpersonal skills to create positive member experience.</li>
<li>Ability to cross-sell products and services.</li>
<li>Strong attention to detail and excellent organizational skills.</li>
</ul>
Working Environment 
<ul>
<li>Must be able to sit and or stand for an extended period of time in a normal office environment.</li>
<li>Occasional lifting required.</li>
</ul>
Licensure Requirements
<ul>
<li>In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.</li>
</ul>


EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.
 
Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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