Member Service Specialist
$22,160–$23,750 year
On-siteSurprise, Arizona, United States
Job Summary
Conduct consultative conversations and provide sound financial advice to members by developing new and existing relationships. Process applications and fund consumer loans including personal, credit cards, auto, and home equity while accurately completing loan and title documents. Open, maintain, and close a wide variety of membership accounts and assist members with online banking, direct deposit, and account maintenance through phone and email channels. Efficiently process transactions, maintain security controls, and perform cash drawer balancing and branch auditing duties. Work shifts between Monday and Saturday from 8am to 6pm.
Required Qualifications
- A high school diploma or G.E.D.
- A minimum of 1-3 years of lending experience in a financial institution
- Ability to work shifts between the hours of Monday – Saturday 8am to 6pm
- NMLS required
- Able to communicate effectively and tactfully with employees and members both orally and in writing
- Demonstrate critical thinking and being self-reliant to better analyze and solve problems
- Effective time management and organizational skills
- Ability to multi-task and be agile to serve members and employees
- Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)
- Thorough knowledge and understanding of organization's Employee Handbook and policies
- Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Desired Qualifications
- Bilingual
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