MEMBER SERVICE SPECIALIST Position Available In Montgomery, Alabama
Tallo's Job Summary: Responsible for processing financial transactions accurately and providing information to members in various settings. Assists with member financial needs, opens accounts, and processes consumer loans. Proactively seeks cross-training opportunities. Resolves account issues, maintains confidentiality, and recommends products/services. Ensures compliance with regulations and maintains customer satisfaction. Entry-level position with a salary range of $32.1K - $36.8K a year. Hiring by Guardian Credit Union in Montgomery, AL.
Job Description
MEMBER SERVICE SPECIALIST
Guardian Credit Union – 3.3
Montgomery, AL Job Details Full-time Estimated:
$32.1K – $36.8K a year 13 hours ago Qualifications Customer service High school diploma or GED Loan processing Entry level Under 1 year
Full Job Description Summary:
Responsible for accurately processing financial transactions and being an effective source of information for members: in the branch, drive-thru window or by telephone. Can assist members with their financial needs by servicing transactions, counseling on product selection or use, opening new accounts and processing consumer loans. Proactively seeks out cross training opportunities to better assist members. Provides friendly, professional, and confidential assistance to members promoting positive member experience. Major Duties and Responsibilities Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts. Obtains and accurately records information required for the provision of services. Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured. Accurately records transactions and reconciles cash drawer. Maintains limited occurrences and amounts of Over/Short per policy and returned checks. Maintains knowledge and thorough understanding of credit union processes, products and services to effectively assist members in the assigned capacity. Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggests resolution on account disputes and other account activity. Proactively identifies and recommends products and services for the betterment of the member. Uses every encounter as an opportunity to advise or educate the member about additional services or programs that might benefit them. Maintains knowledge of product and service offerings. Demonstrates customer service skills, attentiveness, tact and diplomacy in dealing with members and co-workers. Works actively toward individual, branch and credit union goals while ensuring quality service is provided. Seeks opportunities for to improve efficiency and communicates to leadership. Participates in cross training for personal growth. Complies with operations and security procedures. Maintains customer confidence and protects credit union operations by keeping information confidential. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Experience Required Up to 6 months of similar or related experience including time spent in similar or preparatory positions. Education Required High School or better Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
