What are the responsibilities and job description for the Member Service Specialist II position at Vibe Credit Union?
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, lending, and cross-selling products and services
Essential Duties
- Responsible for communicating and recommending the benefits of all products and services offered to Vibe members.
- Build relationships and actively cross-sell beneficial products and services.
- Service member accounts by explaining benefits and opening products; including new accounts, certificates, IRAs and all lending products.
- Respond to member requests and provide effective solutions to resolve situations.
- Complete required daily, monthly and quarterly reports and assignments.
- Assist and support all branch and Credit Union personnel as needed.
- Process, underwrite, and disburse loan requests for Quick Cash loans, Line of Credit loans, and credit cards.
- Provide notary and signature guarantee service to members.
- 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.
- 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.
- Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage.
- Perform other special assignments as needed.
Education/Experience
- High School graduate or equivalent
- Customer/ Member Service experience preferred
Skills/Abilities
- Strong customer service and sales skills
- Ability to multi-task
- Good communication skills, professional appearance, dress and attitude
- Ability to write routine reports and correspondence
