What are the responsibilities and job description for the Member Service Specialist (Ruston) position at La Capitol Federal Credit Union?
Member Service Specialist (MSS) - Metairie
We are looking for a Member Service Specialist to join our Ruston branch. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit the needs of our members. MSS must deliver outstanding service to both internal and external members, have an outgoing personality, be dependable, accurate, and professional, cross-sell products and services, meet on-going training expectations to stay knowledgeable of policies and procedures.
Education and/or Experience:
Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
Essential Duties and Responsibilities:
- Possesses adequate product knowledge as measured by the annual product knowledge certification assessment.
- Represents the credit union to members in a courteous and professional manner, provides prompt, efficient and accurate service. Must be able to maintain a professional image at all times.
- Provides specific service-related information concerning credit union services and policies.
- Is fully informed of policies and procedures regarding credit union products and services.
- Accepts accountability, maintains accuracy and ensures security of member information.
- Addresses member complaints, requests, assist with completion of forms, such as direct deposit and payroll.
- Opens new accounts and service existing accounts.
- Completes all necessary paperwork including sending new member letters, internal documents and reports.
- Checks new account paperwork completed by others for accuracy.
- Places check orders for members.
- Processes loans including origination, signing loan documents and placing follow-up calls.
- Promotes credit union products and services through public relations activities at offsite new and existing member locations.
- Provides information to members on investment alternatives.
- Provides support to Member Services department by balancing ATMs, working the vault and night deposits as needed.
- Provides backup Member Services by operating a cash drawer as necessary.
- Provides backup to PALS as necessary
- Assists with office reports such as, but not limited to, negative balance, no birth dates, delinquent loans, and NSF reports.
- Supports Credit Union service initiatives, such as the Lender Development program, to cross-sell credit union products and services to meet member needs.
- Understands compliance issues and attends training as they relate to member services including but not limited to: Bank Secrecy Act, Reg P and Patriot Act.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Holidays
- Monday to Friday
- Weekends as needed
Education:
- High school or equivalent (Required)
Experience:
- Loan: 2 years (Preferred)
- Banking: 2 years (Preferred)
Work Location: In person
