Apply on Employer Site

SkyPoint Federal Credit Union · 4 weeks ago

Member Service Specialist

Rockville, MD

Full-time

Onsite

New Grad, Entry Level

$20/hr - $24/hr

SkyPoint Federal Credit Union is a community-based financial institution located in Montgomery County, Maryland, serving the greater Washington D.C. metro region. The Member Service Specialist is responsible for processing transactions, opening accounts, and educating members about financial products while fostering strong member relationships.

CreditFinancial ServicesProfessional Services

Responsibilities

Give prompt, efficient, and accurate service; processes all member transaction

Open new membership and performs maintenance on accounts including IRAs and business accounts

Council and educate members on financial matters and available products/services offered

Use tack and experience-based knowledge to research and resolve member inquiries with professionalism

Provide member technical assistance for online, mobile & telephone banking, Bill Payment, and other eServices

Float to support other Branches

Conduct credit analysis for possible cross sell

Cross-sell products and services based on member needs

Interview members for potential loan applicants and initiates

Use CRM software to track referrals, member follow up and sales performance goals

Perform a variety of administrative duties that support member service/branch

End of day balancing

ATM processing

Cash analysis/verification

Qualification

Customer service experienceCash handlingBanking productsCRM software proficiencyMathematical calculationsActive listeningVerbal communicationWritten communicationOrganizational skillsProblem solvingTime managementRelationship buildingInitiativeAdaptability

Required

Ability to work independently and in a team environment

Working knowledge of savings and checking products, accounts and services

Effective skill performing mathematical calculations and working accurately with numbers

Active listening skills to accurately respond to inquiries and account requests

Effective verbal and written communication skills

Organizational, planning and time management skills

Effective research, analytical, and problem solving skills

Skill in building effective relationships through rapport, trust, diplomacy and tact

Effective in exercising initiative and using good judgment to make sound decisions

Maintaining composure in a high production and changing environment

Ability to navigate multiple screens and PC applications and adapting to new technologies/software

May be required to participate and complete specialized training per business need (notary, IRA)

Preferred

Customer service experience

Cash Handling

Experience in member/customer service preferably in a call center, retail banking or financial institution

Experience in working in a credit union/bank environment

Benefits

Holidays: Eleven (11) paid per year

Leave: You will earn Paid Time Off and Personal, Sick and disability leave. Annual leave is accrued at 4.6 hours per pay period (15 days per year). Two personal days are earned per year. Sick leave is accrued at 4.62 hours per pay period with a maximum accrual per year of 120 hours.

Insurances: Employees are offered medical, prescription, dental, vision and disability insurance. The credit union pays a portion of the monthly premium, and the employee pays a portion. Available providers and costs will be discussed during orientation. All insurance except disability is effective the first of the month following date of hire.

Life Insurance: All full-time employees are required to have Group Term Life (GTL) insurance equal to 1x’s their basic annual earnings, up to $200,000. Active employees over age 65, their coverage is reduced to 65% of the pre-65 face value. This policy is County paid 80%, and employee paid 20%. Additional coverage can be purchased. Information will be available during orientation.

401(a)/Deferred Compensation: You will be eligible to participate in the SkyPoint FCU Retirement 401A plan after 6 months of employment. Information about retirement options will be presented during orientation.