Apply on Employer Site

4Front Credit Union · 10 hours ago

MEMBER RELATIONSHIP SPECIALIST

Traverse City,MI,US

Full-time

Onsite

Entry Level

$19.80/hr - $24.76/hr

2+ years exp

4Front Credit Union is seeking a Member Relationship Specialist to be the first point of contact for existing and prospective members. This role involves account management, problem resolution, and educating members on products and services to meet their financial needs.

Financial Services

No H1B

Responsibilities

Assumes responsibility for ensuring and performing efficient, effective, and professional MRS operations

Responsible for account maintenance, opening new accounts (consumer, defined, and business), closing accounts, originating loan applications, processing loan closings

Answers questions and solves problems for members by active listening, collecting data, securing answers and delivering solutions to the member. Resolves member account reconciliation problems

Assists with complex transactions, cashier's checks, money orders, gift/travel cards, instant issue cards, and maintenance of certificate shares

Assists in maintaining an inventory of cashier's checks, money orders, gift/travel cards

Assists with balancing the vault, ITMs, coin machines

Answers questions regarding IRAs and HSAs

Acts as a liaison between members and the ITMs

Effectively ensures optimal team performance

Supports leadership to personnel through effective delegation and communication

Shares knowledge with team regarding policy, procedure, service and product offerings. Assists new employees

Provides support and suggestions for improvement in performance, process and efficiencies

Assists and supports the team and peer departments, as needed

Assumes responsibility for establishing and maintaining effective communication and coordination with team personnel and with management

Keeps management informed of area activities and of any significant problems. Provides suggestions for improved product, service or process

Completes all required reports and related documents, including but not limited to branch audits, membership cards, CTRs, etc. Responsible for ensuring documents are completed accurately and promptly

Attends meetings as required

Assumes responsibility for establishing and maintaining effective communication and coordination with members, area personnel and with management

Responds to members in a courteous, professional and timely manner, providing prompt, accurate and efficient service

Maintains regular contact with other departments to obtain information and/or to correct transactions

Assists Deposit Operations personnel as needed

Ensures the Credit Union’s professional reputation is projected and maintained

Keeps executive management informed of area activities and of any significant problems

Attends and participates in meetings as required

Assumes responsibility for related duties as required or assigned

Ensures work areas and equipment are clean and well maintained

Performs procedures for opening and closing of operations, including vault, alarm, and door duties

Provide replacement MRS coverage as needed

Performs related administrative and lending functions as required

Comply with the U.S. Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures

Comply with the Gramm-Leach Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, Systems and locations

Qualification

Member service knowledgeCross-sellingBranch operations knowledgeBasic accountingTraining abilitiesSolid math skillsComputer software proficiencyCommunication skillsProblem-solving skills