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Guardian Credit Union · 3 weeks ago

MEMBER SERVICE SPECIALIST

Montgomery, AL

Full-time

Onsite

New Grad, Entry Level

Guardian Credit Union is seeking a Member Service Specialist responsible for accurately processing financial transactions and providing information to members. The role involves assisting members with financial needs, promoting positive member experiences, and ensuring compliance with operational procedures.

FinanceFinancial ServicesMobile Payments

Responsibilities

Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts. Obtains and accurately records information required for the provision of services. Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured. Accurately records transactions and reconciles cash drawer. Maintains limited occurrences and amounts of Over/Short per policy and returned checks

Maintains knowledge and thorough understanding of credit union processes, products and services to effectively assist members in the assigned capacity. Provides coaching and assists with the training of other employees as needed. Provides feedback to Branch Operations based on observations to identify and support continuous improvement

Proactively identifies and recommends products and services for the betterment of the member. Uses every encounter as an opportunity to advise or educate the member about additional services or programs that might benefit them. Maintains knowledge of product and service offerings. Demonstrates customer service skills, attentiveness, tact and diplomacy in dealing with members and co-workers

Works actively toward individual, branch and credit union goals while ensuring quality service is provided. Seeks opportunities for to improve efficiency and communicates to leadership

Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity

Complies with operations and security procedures. Maintains customer confidence and protects credit union operations by keeping information confidential

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

Qualification

Financial transactions processingCustomer service skillsCredit union productsProblem resolutionCoachingTraining

Required

Responsible for accurately processing financial transactions and being an effective source of information for members

Can assist members with their financial needs by servicing transactions, counseling on product selection or use, opening new accounts and processing consumer loans

Proactively seeks out cross training opportunities to better assist members

Provides friendly, professional, and confidential assistance to members promoting positive member experience

Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts

Obtains and accurately records information required for the provision of services

Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured

Accurately records transactions and reconciles cash drawer

Maintains limited occurrences and amounts of Over/Short per policy and returned checks

Maintains knowledge and thorough understanding of credit union processes, products and services to effectively assist members in the assigned capacity

Provides coaching and assists with the training of other employees as needed

Provides feedback to Branch Operations based on observations to identify and support continuous improvement

Proactively identifies and recommends products and services for the betterment of the member

Uses every encounter as an opportunity to advise or educate the member about additional services or programs that might benefit them

Maintains knowledge of product and service offerings

Demonstrates customer service skills, attentiveness, tact and diplomacy in dealing with members and co-workers

Works actively toward individual, branch and credit union goals while ensuring quality service is provided

Seeks opportunities for to improve efficiency and communicates to leadership

Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner

Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity

Complies with operations and security procedures

Maintains customer confidence and protects credit union operations by keeping information confidential

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