What are the responsibilities and job description for the Member Experience Specialist position at Valley First Credit Union?
The Member Experience Specialist effectively assesses individual member inquiries and provides solutions to meet member needs and credit union objectives. Provides member education and identify cross selling opportunities with an emphasis on strengthening member relationships.
- Open various new accounts, process necessary information and educate themembers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
- Use every member contact as an opportunity to advise member about additional services or programs they will benefit from.
- Assist with wide variety of member services including open/close Shared Certificates, assist members with checkbooks, process credit card/loan applications, solve fraud issues, close accounts, etc.
- Assist members with opening CD?s and educate customers as to penalties, earnings, etc.
- Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
- Set up auto transfers and sign-up members for ACH transfers and wires.
- Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Other duties as assigned.
Experience, Education & Skills
- 2? 4 years of customer service experience
- 1 year of similar or related experience, including time spent in financial or sales and service positions.
- Knowledge and proven ability in troubleshooting issues that may arise with digital technologies including websites
- High school diploma or GED is required.
- Ability to analyze and make sound decisions
- Employee must be professional, dependable, and flexible
- Maintain enthusiasm towards job functions and duties
- Maintain thorough knowledge of all Credit Union products and services
- Ability to evaluate each member?s financial situation and cross-sell beneficial products and services
- Support service and sales objectives; meet monthly, quarterly and annual goals as set forth by management
- Maintain knowledge of rules and regulations that govern credit unions including but not limited to, BSA, OFAC and Reg. CC.
Pay Range and Schedule:
- This position is a Tier 6, with a pay rate ranging from $22.00- $28.00 per hour
- The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
- The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
- Full Time, typically 36-40 hours per week
- Schedule will be based around branch's hours of operation, which are as follows:
- Monday to Thursday- 9am to 5:30pm
- Friday- 9am to 6pm
- Saturday- 9am to 1pm (rotating shift)
- Flexibility to occasionally work early or late hours, typically with advance notice
Salary : $22 - $28
