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Point Breeze Credit Union · 6 hours ago

MEMBER SERVICE SPECIALIST III BA

Bel Air, MD

Full-time

Onsite

Entry, Mid Level

$21/hr - $24/hr

1+ years exp

Point Breeze Credit Union is currently seeking a Member Service Specialist to join our Bel Air office! The role involves performing various member service duties, including teller functions, account management, and ensuring compliance with credit union regulations.

BankingFinancial Services

Responsibilities

Must have the ability to perform all duties associated with the Member Service Specialist I and Member Service Specialist II positions, including but not limited to all teller duties as well as new account functions

Deliver sales and service excellence through increased cross selling opportunities for additional products and services to include debt protection coverage on loans. Must be able to demonstrate product knowledge, recognize opportunities and overcome objections while recommending products and services that will improve the members financial lives

Responsible for opening complex (trust, estate, guardianship and representative payee) and business accounts. Must be able to clearly present, explain and maintain these accounts and the service terms and conditions to meet all compliance requirements

Must have knowledge of all essential procedures to obtain required documentation to complete loan interview process

Ability to complete loan process, including but not limited to application processing, preparing and completing necessary documents, and administering loan disbursement upon approval

Must be able to answer and perform general loan inquires, including but not limited to calculating payoff statements, updating payment information and adjusting debt protection products

Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained and as appropriate for the position

Perform other office operations related duties as assigned by the Office Manager or authorized party

Must have the ability to travel between credit union branches as assigned