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4Front Credit Union · 6 days ago

MEMBER RELATIONSHIP SPECIALIST (HASTINGS ST - TRAVERSE CITY)

Traverse City, Michigan

Full-time

Onsite

Entry Level

2+ years exp

4Front Credit Union is seeking a Member Relationship Specialist who will be the first point of contact for existing and prospective members. This role involves managing account openings, lending applications, and resolving member inquiries to ensure excellent service and support.

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

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

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

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

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 knowledgeBranch operations understandingLoan processingCross-sellingBasic accounting knowledgeTraining abilitiesSolid math skillsComputer software proficiencyCommunication skillsProblem-solving skills

Required

High school graduate or equivalent required

A thorough knowledge of member service, cross-selling and branch operations

Understanding of Credit Union operations, including opening and closing accounts, loans, IRA, HSA, and certificate procedures

Understanding of Credit Union philosophy

Knowledge of basic accounting

Minimum of two years in member service or sales experience preferred, ideally in a financial institution

Excellent communication, listening and problem-solving skills

Professional appearance, dress, and attitude

Solid math skills

Ability to operate related computer software, and business equipment including 10-key, money counters, and telephone

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together

Especially where one must frequently convey detailed or important instructions or ideas accurately and quickly

Able to hear average or normal conversations and receive ordinary information

Movements frequently and regularly required using the wrists, hands, and/or fingers

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery

Sitting and standing. Exerts up to 50 lbs. of force occasionally

Ability to deal with a variety of variables under only limited standardization

Able to interpret various instructions

Ability to perform basic math skills, use decimals to compute ratios and percentages

Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation

Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs

Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary