Future Opportunities- Member Service Specialist III jobs in United States
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Vibe Credit Union · 3 months ago

Future Opportunities- Member Service Specialist III

Vibe Credit Union is dedicated to elevating community and creating opportunities for its members. They are seeking a Member Service Specialist III to facilitate member services, promote products, and maintain strong relationships with members while ensuring compliance with regulations.

BankingFinancial Services
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Growth Opportunities

Responsibilities

Facilitate effective communication with members, conveying the advantages of the full spectrum of products and services available through Vibe
Cultivate strong rapport with members to promote and cross-sell products and services that align with their needs and interests
Attend to member accounts by elucidating the benefits and guiding the initiation of various products. This includes establishing new accounts, managing certificates, individual retirement accounts (IRAs), and an array of lending products
Address members' inquiries and devise viable solutions
Provide assistance and backing to fellow colleagues within the branch and the broader Credit Union team whenever necessary
Handle the processing, evaluation, and dispensation of loan applications
Offer members notary and signature guarantee services, demonstrating reliability and authenticity
Display flexibility in adhering to a work schedule that corresponds to the demographic requirements of the branch location and the capacity to adapt to any changes essential to accommodate evolving branch schedules
Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations
Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage
Perform other special assignments as needed

Qualification

Customer serviceSales skillsLending practicesEffective communicationReport writing

Required

Successful completion of high school education or equivalent qualification
Facilitate effective communication with members, conveying the advantages of the full spectrum of products and services available through Vibe
Cultivate strong rapport with members to promote and cross-sell products and services that align with their needs and interests
Attend to member accounts by elucidating the benefits and guiding the initiation of various products. This includes establishing new accounts, managing certificates, individual retirement accounts (IRAs), and an array of lending products
Address members' inquiries and devise viable solutions
Provide assistance and backing to fellow colleagues within the branch and the broader Credit Union team whenever necessary
Handle the processing, evaluation, and dispensation of loan applications
Offer members notary and signature guarantee services, demonstrating reliability and authenticity
Display flexibility in adhering to a work schedule that corresponds to the demographic requirements of the branch location and the capacity to adapt to any changes essential to accommodate evolving branch schedules
Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations
Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage
Perform other special assignments as needed
Profound customer service and sales skills, underpinned by a dedication to meeting member needs
Demonstrated aptitude for managing multiple tasks efficiently
Effective communication abilities, coupled with a professional demeanor and optimistic outlook
Proficiency in producing routine reports and written correspondence

Preferred

Prior experience in customer/member service is advantageous
Familiarity with lending practices can be beneficial

Company

Vibe Credit Union

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Vibe Credit Union is a financial institution based out of Michigan.

Funding

Current Stage
Growth Stage

Leadership Team

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Allan McMorris
President/CEO
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Company data provided by crunchbase