Member Account Specialist

Member Account Specialist Robins Financial Credit Union

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5 Macon, GA Job Details Full-time 7 hours ago Benefits AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Vision insurance 401(k) matching Life insurance Qualifications Customer communication Financial sales Financial services customer support Serving clients Promoting bank products High school diploma or GED Financial product expertise Computer skills Productivity software Banking regulatory compliance

Full Job Description What You'll Do:

Deliver exceptional service by providing courteous, professional, and responsive experiences in every member interaction. Perform account maintenance functions accurately and efficiently, including: Opening and closing share accounts Adding or removing joint owners and beneficiaries Processing legal name changes Assisting with digital banking enrollment and access Issuing and updating debit cards Transaction review and account questions Updating member contact information (address, phone, email) Processing stop payments, ACH requests and transfers Ensuring all documentation complies with credit union policies and regulations Identify member needs and offer appropriate solutions by recommending products, services, or referrals to support and strengthen member relationships. Assist with new consumer account openings during periods of high lobby traffic as directed by branch leadership. Serve as a liaison between members and internal departments to ensure timely resolution of member concerns. Maintain knowledge of products and services to ensure member confidence and protect credit union operations. Comply with all applicable policies, procedures, laws and regulations including but not limited to the Bank Secrecy Act.

What You Can Expect:

We are proud to be an equal opportunity employer and are committed to fostering an inclusive workplace. We welcome applicants of all backgrounds and identities and do not discriminate based on any protected characteristic under applicable law.

Benefits and Perks Employer-Paid Benefits:

Health Insurance (only employee premium paid) Short

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Long-Term Disability Life Insurance and AD&D Benefits:

Dental & Vision Insurance Health Care and Dependent Care Flex Spending Accounts 401K Plan with match (based on length of employment)

Perks:

Generous paid time off

• Earn over 4 weeks of PTO during your first year of employment Holidays
• 11 observed holidays in addition to paid time off Tuition reimbursement
• Up to $5000 per year Performance based Incentive program

What You Need To Succeed :

Job Education and Experience Required :

Highschool Diploma or equivalent. Minimum of one (1) year of teller or retail branch banking experience with demonstrated cross-selling ability Prior experience in a customer facing role requiring accuracy, problem-solving, and service delivery.

Knowledge & Skills Required:

Knowledge of financial services, compliance requirements, and account procedures, and Robins Financial products and services

Skills:

Excellent time management; ability to balance multiple workloads; excellent customer service, communication, listening, organizational, problem-solving, and sales skills; high energy level Proven ability to work collaboratively in a team environment, demonstrating dependability, initiative, and a positive attitude. Proficiency with standard office software and ability to learn credit union systems.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 20 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hour