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<h3>Job Description</h3>
Job Description
**Member Services Specialist WANTED NOW**
Our owners are CONSTANTLY buried with far too much to do, and I need to
hire a detail-oriented, organized member services specialist for them ASAP.
They own a growing gym out of Ellettsville and help is needed!
Can you help me help them??
We are looking for a&nbsp;GSD (get-sh*t-done) type of person who is customer-
focused but also knows how to get the job done and be a leader for the rest of the
company.
Superb at handling details and working with people
Loyal &amp; hardworking
Always follows through and never misses a deadline
So productive your last employer considered hiring two people to replace you
after you left
Strong communicator with good computer skills
Comfortable in a fast-paced, small-biz environment where priorities can
change quickly
Loves working with business owners
Able to “wear all hats”
If that sounds like you, don't hesitate to reach out!

Member Service Specialist

<h3>Job Description</h3>
Job Description
We are growing and looking for Loan Officer/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’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: Onsite in the Brooklyn Branch located in Country Market</li>
<li>Position: Loan Officer/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’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’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 building and supporting an engaging and inclusive culture 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.

Loan Officer (Member Service Specialist) -

<h3>Job Description</h3>
Job Description
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. 
DIMENSIONS
 
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
<ol>
<li>Consumer loan annual funding goal: 120 </li>
<li>Real estate loan annual funding goal: 36</li>
<li>New member annual goal: 120</li>
<li>Consumer loan protection products: 33% loan penetration</li>
<li>Additional referral requirements: auto buying services, investment products, and credit union promotional products and services</li>
<li>Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit </li>
</ol>
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
<ul>
<li>This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.</li>
</ul>
NATURE &amp; SCOPE
Member Loan Specialist I

<ul>
<li>Cross-selling credit union products and services: Recommends products or services that meet the member’s needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.</li>
</ul>

<ul>
<li>Advises members with new account and loan inquiries: Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.</li>
</ul>

<ul>
<li>Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.</li>
</ul>
<ul>
<li>Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.</li>
</ul>
<ul>
<li>Knowledge of Credit Union products and services: Maintains up to date knowledge ofcredit union products and services.</li>
</ul>
<ul>
<li>Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. </li>
</ul>
<ul>
<li>Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.</li>
</ul>
<ul>
<li>Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.</li>
</ul>

<ul>
<li>Serves as a backup to Member Service Representatives: Supports all levels of service in the call center phone queues, to include online banking and card-related calls.</li>
</ul>

<ul>
<li>Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.</li>
</ul>
<ul>
<li>Performs other relevant and related duties as required.</li>
</ul>
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: 

<ul>
<li>Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.</li>
</ul>
<ul>
<li>Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.</li>
</ul>

<ul>
<li>Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. </li>
</ul>

Education, skills, &amp; abilities
The Eight Superpowers
<ol>
<li>Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.</li>
</ol>
<ol>
<li>Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.</li>
</ol>
<ol>
<li>Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.</li>
</ol>
<ol>
<li>Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. </li>
</ol>
<ol>
<li>Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.</li>
</ol>
<ol>
<li>Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. </li>
</ol>
<ol>
<li> Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.</li>
</ol>
<ol>
<li>Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.</li>
</ol>
Other Education, Skills, and Abilities
<ul>
<li>A high school diploma or equivalent is required. </li>
</ul>
<ul>
<ul>
<li>Member Loan Specialist I: 2 years’ experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.</li>
</ul>
</ul>
<ul>
<ul>
<li>Member Loan Specialist II: 3 years’ experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.</li>
</ul>
</ul>
<ul>
<li>Previous experience in a call-center preferred.</li>
</ul>
<ul>
<li>Excellent communication skills; sound judgment, and attention to detail. </li>
</ul>
<ul>
<li>Ability to work in a fast-paced call center environment.</li>
</ul>
<ul>
<li>Previous experience with Microsoft Windows applications is preferred.</li>
</ul>
<ul>
<li>Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.</li>
</ul>

Major Accountabilities
<ul>
<li>Ensure sales and service goals are met.</li>
</ul>

<ul>
<li>Present a friendly, outgoing and positive demeanor.</li>
</ul>
<ul>
<li>Process new accounts and/or loans accurately and completely.</li>
</ul>
<ul>
<li>Complies with all other policies and procedures.</li>
</ul>
PHYSICAL REQUIREMENTS

<ul>
<li>Excellent ability to communicate, both verbally and in writing; ability to tolerate periods</li>
</ul>
 of continuous sitting and/or standing. 

ENVIRONMENTAL CONDITIONS

<ul>
<li>Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.</li>
</ul>

Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
 
Member Loan Specialist
MLS I - $21.5468-$26.9336
MLS II - $23.9440-$29.9330

Member Loan Specialist I,II

<h3>Job Description</h3>
Job Description
Position Title: Online Services Specialist
REPORTS TO: Retail Engagement
SUPERVISES: N/A 
JOB STATUS: Non-Exempt 
GRADE: 8: $18.50 to $23.14 Targeted Hourly Rate
JOB SUMMARY:
 
*This position works on-site. Remote work is not available at this time.
 
We're seeking an employee whose role is to assist State ECU members by reaching them via our online services and contact points. Help to exceed growth goals by educating members and potential members on Credit Union products and services and maintain a high level of penetration for closed product sales. Provide personal and professional service to members by maintaining the knowledge and skills to be fully functional in member service, lending and automated services.
 
Duties/Responsibilities:
<ul>
<li>Responsible for opening all online deposit accounts and serve as backup for loan applications and complete all necessary paperwork and system file maintenance necessary to complete the transaction. </li>
<li>Primary contact for managing and maintaining all online banking messaging, including Kasasa leads. Responding to requests for assistance, research clarification and overall member service via these channels. </li>
<li>Effectively cross sell deposit, loan and automated services to members and complete all necessary paperwork, and system file maintenance necessary to enroll the member or create the account on the data processing system. </li>
<li>Assist members with a variety of services such as wire requests, check or plastic card disputes, fraud, ATM or debit card orders, check orders, etc. </li>
<li>Process requests for loan skips, extensions or changes in loan due date or payment frequency. </li>
<li>Make appropriate decisions based on authority limits for check acceptance, signing of corporate checks, wires, and fee refunds. </li>
<li>Check general voicemail and respond to member inquiries and place outbound call backs. </li>
<li>Assist with calls from the Call Center on a case-by-case basis. </li>
<li>Manage and maintain online banking address changes and ensure proper member maintenance on the core system, including but not limited to placing outbound calls to members and sending proper documentation for audit. </li>
<li>Process, close and fund auto loans, personal loans to include CD/SAV and Credit Cards and refer closed and funded Real Estate loans. </li>
<li>Must be proficient in completing all loan documentation, recommendations and verifications needed for loans and follow up as needed or necessary i.e. title work, payroll </li>
<li>Contribute to corporate and branch goals and support the current vision and mission of the Credit Union. </li>
<li>Assists with achieving branch goals for members, deposits, checking accounts, loans and all other services as needed or assigned. </li>
<li>Must have knowledge of branch security and internal control requirements and ensure that procedures including dual control are followed at all times. </li>
<li>Comply with all policies and procedures and all regulatory requirements including USA Patriot Act, BSA, OFAC, CIP, Member Due Diligence, and Reg J. </li>
<li>Performs other duties as assigned. </li>
</ul>
 
Required Skills/Abilities:
<ul>
<li>Must be able to speak, write and understand English.</li>
<li>Excellent verbal and written communication skills are necessary.</li>
<li>Must have knowledge of office machines and equipment and be able to type. </li>
<li>Patience, tact, enthusiasm and positive attitude toward the members and general public. </li>
<li>Performs other duties as assigned.</li>
</ul>
Education/Experience:
<ul>
<li>Must be at least 18 years of age.</li>
<li>Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. certificate).</li>
<li>Three years member/customer service required. </li>
</ul>
 
General Requirements:
Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:
<ul>
<li>Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.</li>
<li>Adheres to policy on Drug Free Workplace.</li>
<li>Complies with company policies and procedures and local, state and federal regulations.</li>
<li>As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).</li>
</ul>
 
Physical Requirements:
<ul>
<li>Prolonged periods of sitting at a desk and working on a computer.</li>
<li>Must be able to lift 15 pounds at times.</li>
<li>Must be able to access and navigate each department at the organization's facilities.</li>
</ul>
 
State Employees Credit Union offers a highly competitive benefits package
Applications must be received by Human Resources
State Employees Credit Union of New Mexico is an Equal Opportunity Employer
Equal Opportunity Employer, including disabled and veterans.

Online Services Specialist

<h3>Job Description</h3>
Job DescriptionM-F 9:00-6:00 w/ Occasional Sat40 hours/weekThis position is hybrid &amp; will be required to report to Corporate Offices located in Vacaville, California.Summary:&nbsp; The Card Services department is responsible for the administration of Travis Credit Union’s (TCU) debit, credit and ATM card services.&nbsp; TCU’s Card Services Specialists are actively engaged with both TCU members and TCU back office departments in the delivery of member support to card service users by&nbsp;responding to member inquiries related to credit, debit, and ATM card account activity.&nbsp;Profile:&nbsp;
<ul>
<li>Delivers best-in-class member and employee service through prompt response to complex inquiries. &nbsp;</li>
<li>Proactively seeks solutions to common member needs surrounding debit, credit, and ATM card billing errors, card orders, declined transactions, disputed charges, card fraud and limit increases within regulatory and procedural timeframes through use of card program knowledge.</li>
<li>Complies with all applicable regulations such as The Card Act, Bank Secrecy Act, Reg. Z, and Reg. E related concepts, procedures, regulations and compliance requirements.</li>
<li>Produces, understands, and manipulates large amounts of data&nbsp;to isolate fraud trends.&nbsp;</li>
<li>Verifies and corrects card records across multiple systems as needed throughout each day.</li>
<li>Processes daily settlements and has full working knowledge of the chargeback process, including origination, re-presentment, and pre-arbitration.</li>
<li>Monitors reports and correspondence via member contact for discrepancies.</li>
<li>Monitors all inserts and&nbsp;plastics inventory.</li>
<li>Actively engages with accounts and General Ledger balance processes.</li>
</ul>
&nbsp;Not all functions/tasks are listed above; however those listed are considered essential.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Skills:&nbsp;
<ul>
<li>Professional written, verbal, and interpersonal communication skills to problem solve with tact and diplomacy.</li>
<li>Knowledge of Visa regulations, dispute/chargeback procedures, and the technical aspects of card processing.</li>
<li>Good organizational skills.&nbsp;</li>
<li>Proven experience of working in a fast-paced, team-oriented environment.&nbsp;</li>
<li>Proficient in Microsoft Office products.</li>
<li>Strong data entry and analytic skills.</li>
</ul>
&nbsp;Reporting and Experience:
<ul>
<li>Reports directly to Manager, Card Services.</li>
<li>This position has no supervisory responsibilities.</li>
<li>HS Diploma or equivalent.</li>
<li>Minimum 3 years of customer service experience, and/or minimum 3 years inbound call center experience, and/or minimum 3 years in cardholder data environment.&nbsp;</li>
</ul>
Working Conditions:Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature.&nbsp;Understands the requirements of the Bank&nbsp;Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.&nbsp;Compensation:&nbsp;
<ul>
<li>$24.82/hour - $30.66/hour&nbsp;base&nbsp;hourly starting range is commensurate with experience</li>
</ul>
Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives.&nbsp; As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Travis Credit Union is an Affirmative Action Employer&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;EOE/Individual with Disability/Veteran Status&nbsp; &nbsp;&nbsp;&nbsp;

Sr. Card Services Specialist

<h3>Job Description</h3>
Job DescriptionBenefits: 
<ul>
<li>Bonus based on performance</li>
<li>Competitive salary</li>
<li>Paid time off</li>
<li>Parental leave</li>
<li>Profit sharing</li>
<li>Training &amp; development</li>
</ul>
 ROLE DESCRIPTION: As an asset protection specialist at Trevor Butcher State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: 
<ul>
<li>Develop and maintain client relationships in insurance and financial services.</li>
<li>Provide clients with comprehensive financial planning and insurance advice.</li>
<li>Assist clients with retirement planning, investment management, and insurance needs.</li>
<li>Stay current with market trends and product offerings.</li>
</ul>
QUALIFICATIONS: 
<ul>
<li>3+ years of experience in insurance and financial services preferred. All sales experience will be considered.</li>
<li>Strong communication and interpersonal skills.</li>
<li>Licenses in insurance required, both the property/casualty and the life/health license.</li>
<li>Opportunity to complete Series 6 and 63 securities licenses</li>
</ul>

Insurance and Financial Services Position - State Farm Team Member

<h3>Job Description</h3>
Job DescriptionDescription:
Join one of the most innovative, forward-thinking law firms in the country. As a Concierge and Client Services Specialist on the Saxton &amp; Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service.
 This individual will ensure that clients have an exceptionally positive experience when working with our organization. This role is highly visible, often serving as the first point of contact between Saxton &amp; Stump and clients visiting or calling our offices. The selected candidate will have a significant impact on the overall client experience and the perception of our brand. A portion of time will be dedicated to administrative support for the firm’s attorneys.
 
Responsibilities
Concierge and Administrative tasks:
<ul>
<li>Back up for Front desk coverage daily: greet clients and visitors with a smile and ensure five-star hospitality is provided during the visit </li>
<li>Provide legal administrative support to attorneys and paralegals to include but not limited to expense reports, uploading legal documents to iManage (electronic filing system), scanning projects, document preparation and assembly of workbooks, and other administrative tasks as assigned</li>
<li>Process incoming and outgoing mail and packages daily</li>
<li>Assist Concierge Services Manager with scheduling conference rooms and communicating effectively with all team members to ensure schedule coordination.</li>
<li>Place catering orders for food, beverages, and refreshments as necessary and set up/clean up meeting rooms accordingly.</li>
<li>Prepare all meeting rooms with proper equipment, technology, and accessories.</li>
<li>Provide overall office management, such as ordering office supplies and maintaining public spaces, including conference rooms, lobby, and breakrooms.</li>
<li>Support File Specialist with file maintenance, including file room organization, closing and thinning files as backup support when needed</li>
<li>Answer and direct incoming calls on a multi-line phone system and assist with responding to inquiries.</li>
<li>Daily errand runs to Courthouse, post office and other locations.</li>
<li>Some planning for events and firm functions</li>
</ul>
Requirements:
Skills/Experience
<ul>
<li>High energy and genuine enthusiasm for achieving five-star internal and external client service.</li>
<li>Demonstrate the ability to think strategically, anticipate work needs and find solutions to overcome obstacles independently.</li>
<li>Tech-savvy with the ability to learn new systems and processes quickly.</li>
<li>Demonstrated ability to communicate confidently and collaborate with individuals at all levels of the organization.</li>
<li>Must be well-organized and detail-oriented with excellent written and verbal communication skills and maintain a positive attitude.</li>
<li>Must have excellent time management skills.</li>
<li>Ability to work independently and in a team setting.</li>
<li>Friendly and welcoming attitude, with the spirit to serve.</li>
<li>Ability to multi-task and work within deadlines.</li>
<li>Ability to troubleshoot and proactively provide solutions to overcome obstacles</li>
<li>Successfully navigate a fast-paced professional services environment and prioritize and adapt to changing workload demands.</li>
<li>Self-motivated and proactive, recognizing tasks that need to be completed and willing to complete them with a positive attitude.</li>
</ul>
Qualifications/Requirements
<ul>
<li>1-3 years of experience in a professional environment is preferred</li>
<li>Ability to be flexible to the needs of the firm based on events. May require some evenings and weekend hours at times</li>
<li>Legal administration or related field preferred</li>
<li>Proficiency in Windows 10 and Microsoft Office, including Word, Excel, PowerPoint, Outlook, and Teams</li>
<li>Familiar and comfortable with video conferencing software (Microsoft Teams, Zoom, or similar) – preferred but not required</li>
<li>Reliable transportation and ability to run errands as needed</li>
</ul>
Compensation
 
Salary is negotiable, Saxton &amp; Stump offers a competitive salary, as well as a comprehensive benefits package, including medical, dental, and vision insurance, a 401k plan, and the opportunity for professional growth.
 
Who We Are
 
Join one of the most innovative, forward-thinking law firms in the country. As a member of the Saxton &amp; Stump team, you’ll be joining a culture of excellence and teamwork, mixed with a strong focus on investing in our team and the community. We understand that the new legal environment requires a different type of approach to all aspects of the business, and we’ve built that into the way we recruit, the way we structure our team, and the way we value customer service. Apply today and be a part of the future of legal and consulting services.

Concierge/Client Services Specialist

<h3>Job Description</h3>
Job Description
Our Purpose
At Vibe, we are driven by our mission to elevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values – be inclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Position Purpose 
The Member Service Specialist II is responsible for assisting members and performing a broad variety of member services such as opening accounts, renewing CD's, account maintenance, consumer lending, and cross-selling products and services
Essential Duties
<ul>
<li>Responsible for communicating and recommending the benefits of all products and services offered to Vibe members. </li>
<li>Build relationships and actively cross-sell beneficial products and services. </li>
<li>Service member accounts by explaining benefits and opening products; including new accounts, certificates, IRAs and all lending products. </li>
<li>Respond to member requests and provide effective solutions to resolve situations. </li>
<li>Complete required daily, monthly and quarterly reports and assignments. </li>
<li>Assist and support all branch and Credit Union personnel as needed. </li>
<li>Process and disburse loan requests for Line of Credit loans, and credit cards. </li>
<li>Provide notary and signature guarantee service to members. </li>
<li>Must be willing to maintain a work schedule determined by the demographic needs of the branch location, and be willing to adapt to the changing needs of the branch schedule as necessary. </li>
<li>Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations. </li>
<li>Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage. </li>
<li>Perform other special assignments as needed. </li>
</ul>
Education/Experience
<ul>
<li>High School graduate or equivalent </li>
<li>Customer/ Member Service experience preferred </li>
</ul>
Skills/Abilities
<ul>
<li>Strong customer service and sales skills </li>
<li>Ability to multi-task </li>
<li>Good communication skills, professional appearance, dress and attitude </li>
<li>Ability to write routine reports and correspondence </li>
</ul>
 Job Posted by ApplicantPro

Member Service Specialist I-Canton

<h3>Job Description</h3>
Job Description
Our Purpose
At Vibe, we are driven by our mission to elevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values – be inclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Position Purpose 
The role of the Member Service Specialist III encompasses a range of responsibilities aimed at aiding members and delivering a comprehensive array of member services. These services encompass tasks like initiating account openings, renewing certificates of deposit (CDs), tending to account upkeep, facilitating lending processes, and proactively promoting the utilization of products and services.
 
Essential Duties
<ul>
<li>Facilitate effective communication with members, conveying the advantages of the full spectrum of products and services available through Vibe. </li>
<li>Cultivate strong rapport with members to promote and cross-sell products and services that align with their needs and interests. </li>
<li>Attend to member accounts by elucidating the benefits and guiding the initiation of various products. This includes establishing new accounts, managing certificates, individual retirement accounts (IRAs), and an array of lending products. </li>
<li>Address members' inquiries and devise viable solutions.</li>
<li>Provide assistance and backing to fellow colleagues within the branch and the broader Credit Union team whenever necessary. </li>
<li>Handle the processing, evaluation, and dispensation of loan applications. </li>
<li>Offer members notary and signature guarantee services, demonstrating reliability and authenticity. </li>
<li>Display flexibility in adhering to a work schedule that corresponds to the demographic requirements of the branch location and the capacity to adapt to any changes essential to accommodate evolving branch schedules. </li>
<li>Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations. </li>
<li>Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage. </li>
<li>Perform other special assignments as needed. </li>
</ul>
 
Education/Experience
<ul>
<li>Successful completion of high school education or equivalent qualification. </li>
<li>Prior experience in customer/member service is advantageous. </li>
<li>Familiarity with lending practices can be beneficial. </li>
</ul>
 
Skills/Abilities
<ul>
<li>Profound customer service and sales skills, underpinned by a dedication to meeting member needs. </li>
<li>Demonstrated aptitude for managing multiple tasks efficiently. </li>
<li>Effective communication abilities, coupled with a professional demeanor and optimistic outlook. </li>
<li>Proficiency in producing routine reports and written correspondence. </li>
</ul>
 
Physical Requirements
These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions of the position. While performing the responsibilities of the job, the employee is required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp
 Job Posted by ApplicantPro

Member Service Specialist III- Southfield

<h3>Job Description</h3>
Job Description
Who we are:
At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. 
Every employee at SECU contributes to our member’s financial well-being, and we’ll always do what’s right for our members, employees, and communities. 
Feel good about what you do. Belong to a place where you matter and can make a difference.
What you will do:
The Member Inbound Specialistwill have a passion for helping people achieve their financial goals. Primary duties include answering inbound phone inquiries regarding credit union loan products and assisting with new consumer, home equity, and mortgage applications in accordance with lending policy. SECU has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business, and they were all created with a unique cultural foundation.
TheMemberInbound Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.
A day in your life might include:
<ul>
<li>Handles inbound phone calls to assist with inquiries about lending solutions for borrowing needs utilizing best in class member service. </li>
<li>Assists applicants with new loan applications tailored to meet their borrowing and financial needs. </li>
<li>Collaborates and educates applicants on customized lending solutions. </li>
<li>Reviews loan application decisions with applicants. </li>
<li>Assists with applications in process by helping applicants complete the loan process and obtain the funds requested so they can accomplish their goals. </li>
</ul>
Additional Responsibilities may include:
<ul>
<li>Works in collaboration and partnership with team members from other departments to help applicants with lending solutions and to ensure optimal member service delivery. </li>
<li>Additional job-related projects and duties as assigned by management. </li>
</ul>
What we need from you:
Education Requirements
<ul>
<li>High School Degree Required</li>
</ul>
Experience Requirements
<ul>
<li>1 year of experience in financial services, call center, or other related customer service environment. </li>
<li>NMLS registered or ability to become NMLS registered upon hire. </li>
<li>Outstanding customer service skills with a sincere desire to assist our members. </li>
<li>Sales experience is helpful. </li>
<li>Strong analytical skills and ability to problem solve. </li>
<li>Ability to perform basic math calculations. </li>
<li>Excellent communication skills, both written and oral. </li>
<li>Proficient in Microsoft Office (Outlook, Word, Excel). </li>
<li>Time management and organization skills. </li>
<li>Ability to multitask and thrive in a fast paced, changing environment. </li>
<li>Strong attention to detail. </li>
<li>Must be a team player with a positive attitude.</li>
</ul>
Physical Requirements 
<ul>
<li>Must be able to remain in a stationary position, often standing or sitting for prolonged periods</li>
<li>Must be able to lift up to 25 pounds</li>
</ul>
Compensation Information: Offers will be commensurate with experience and education. The full Hourly Range for this Grade is $18.56 - $27.88, however the budget range for this role is $20.00 - 22.00 per hour.
Other Compensation Includes:
<ul>
<li>Quarterly incentives based on productivity goals</li>
<li>Annual corporate-wide incentives</li>
</ul>
We provide comprehensive benefits, with a focus on total well-being:
<ul>
<li>Medical, vision, dental benefits</li>
<li>401k plan with company matching</li>
<li>Generous sick, vacation and personal leave</li>
<li>And more...2025SECUBenefitsGuide.pdf</li>
</ul>
SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.

14,902 Member Services Specialist Jobs