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Branch - Member Services Specialist

Company: USALLIANCE Financial
Location: Medford
Posted on: July 28, 2022

Job Description:

Job DescriptionOur Branch Member Services Specialists provide an exceptional member experience in all delivery channels. Implement the Credit Unions Sales and Service standards by offering products and services to improve members financial position. Display a great, positive attitude and the drive to succeed.

  • Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
  • Demonstrate a satisfactory knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
  • Assist existing and potential members by providing quality service and information in a pleasant, professional, and efficient manner via in-person, telephone, electronic communication (email, fax, web chat),.
  • Demonstrate working knowledge and understanding of the Credit Unions sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
  • Maintain the privacy and confidentiality of Credit Union member and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
  • Any other duties and/or responsibilities as assigned.Requirements
    • Minimum of 6 months sales experience in a retail or financial environment.
    • Minimum of 1-year cash handling experience
    • Strong analytical, organizational and communication skills
    • Work independently and cooperatively with other credit union team members and departments
    • Strong communication and active listening skills
    • High school diploma or equivalent
    • Previous banking &/or contact center experience preferredBenefits
      • Medical & Dental Insurance
      • Life & Vision Insurance - Employer Paid
      • 401(k) Retirement Savings Plan with Full Employer Match (on contributions up to 6%)
      • Flexible Spending Accounts for Health & Dependent Care Expenses
      • Career PlanningUSALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills and experiences within our workforce.

Keywords: USALLIANCE Financial, Medford , Branch - Member Services Specialist, Other , Medford, Massachusetts

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