What are the responsibilities and job description for the Member Service Specialist position at Mass Bay Credit Union?
Job purpose
Under the direction of the Branch Supervisor and Branch Manager, provides a high level of quality of service to members and provides accuracy in transactions. Performs a variety of member service functions in conformance with established policies and procedures. Adhere to the PICK US culture through exceptional member service during every member interaction. Handles all member transactions with complete discretion and confidentiality.
Duties and responsibilities
Member Experience
- Deliver an exceptional member experience every time by:
- Greeting members as they enter the branch.
- Carefully listen during every member interaction.
- Uncovering their financial needs through meaningful discussion and exploration.
- Making educated product and service recommendations based on professional knowledge of same.
- Providing financial solutions that meet the member's needs.
- Following up to ensure satisfaction.
Operational Proficiency
- Able to quickly learn and adhere to all policies and procedures related to branch operations to include, but not be limited to, check cashing, deposit taking, cash drawer and branch settlement, online banking navigation, debit card issuance, cancellation and dispute commencement, branch opening and closing, audit requirements, BSA compliance requirements, vault and ATM/ITM administration, and other such functions.
- Processing teller transactions, opening accounts for all account types, including business/organizations, IRAs, Trusts, Estates, submitting and processing loan applications.
- Update member contact information, provide members with share and loan rates, process stop payments, order checks, provide members with share, loan and account information.
- Provides teller transaction overrides and guidance to employees in Member Service Associate positions during complex member interactions, including challenging member transactions, large deposit and withdrawals.
- Understanding the importance of opening, closing and balancing a branch accurately.
- Ability to follow and assist team members with the Security Program policy.
Salary : $27 - $33
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