Coosa Valley Credit Union · 1 day ago
Member Specialist (I, II, III)
Rome, GA
Full-time
Onsite
Entry, Mid LevelCoosa Valley Credit Union is excited to announce an opening for Member Specialist within our East Rome Branch location! The role involves providing excellent member service, processing transactions, and learning about credit union products to assist members in achieving their financial goals.
Banking
Responsibilities
Provides excellent member service to members in the branch, through email, chat and calling on the phone
Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc
Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc
Must look for opportunities to refer products and services to each member, as fits their needs
Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc
Process and open new accounts as well as other items as requested by the member
Process cash with accuracy while following the security measures set in place according to policy
Responsible to read, study and apply credit union policies and procedures as assigned
Properly identifies members in the branch and over the phone following current security procedures in place
Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying
Participates in appropriate and applicable training through the credit union library, on-site trainings, cross training to ensure job knowledge is current and up to date
Maintains compliance with all required regulations and policies, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations
Other duties as assigned
Qualification
Required
High School diploma or GED
Must have strong oral and written communication skills
A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word
Advanced skills in using computers and related equipment, 10-key calculator, multi-line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment
Ability to interact tactfully and professionally with Credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information
Light travel is required. Travel to the various branch locations or to off-site trainings may be necessary on occasion
Preferred
Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred
Experience in cash handling is preferred
Benefits
Health Insurance
Vision Insurance
Dental Insurance
401K w/ employer match
Life Insurance (2x Salary) - Employer Paid
Tuition Reimbursement
Paid Time Off
Health Time
Flexible Spending Account (FSA)
& much more!
Company
Coosa Valley Credit Union
Welcome to Coosa Valley Credit Union! "We Care" and "We Treat You Like Family" are two core values that differentiate us from banks and other financial institutions.
Founded in 1954
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Saunders Jones III
Chief Lending Officer
Company data provided by crunchbase