Member Service Specialist II – Float

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  

• Maintain a general knowledge of required job functions of various credit union positions: Teller, Member Service Representative, and Assistant Branch Manager in the absence of the Branch Manager.  

• Proficient in the ability to perform the duties and responsibilities of various credit union positions as assigned to augment staffing levels as needed for branch offices. 

• Respond to all member inquiries in a positive, professional, and informative manner 

• Handle and process members transactions and be proficient in all Credit Union Products and Services 

• Respond to member issues when they occur at the branch while filling in for branch managers 

• Maintain a professional appearance suitable for person-to-person interviews with members of the credit union.  Follow guidelines of the Credit Union Dress Code 

• Keep current on all credit union and department related policies and procedures 

• Conduct loan interviews in person, by phone or mail.  Educate members with all available options offered by the credit union pertaining to their borrowing needs 

• Council members on financial matters along with loan documentation and disbursal 

• Work in accordance with the behaviors and expectations of Quality Service and Sales established by the credit union 

• Maintain effective communication with all Credit Union employees (internal members) to ensure coordination and the exchange of information for accomplishing Credit Union goals 

QUALIFICATIONS 

Education:  

• High school diploma or equivalent 

Experience:  

• Minimum of two years of experience in a financial institution and/or relevant experience in a related field 

KNOWLEDGE/SKILLS/ABILITIES  

• Ability to successfully pass the following training programs; Teller Boot Camp Certification (within 30 days of hire), Product Fitness (within 6 months of hire), MSR Boot Camp Certification (within six months of hire) and Lending Boot Camp Certification (within 12 months of hire) 

• Strong sales and service skills in member needs-based sales and solutions 

• Strong analytical ability and be able to work independently and in a team environment 

• Proficiency in using computers and software including the internet, Symitar, Meridian Link, Microsoft Word, and Outlook and ability to use a 10-key calculator 

• Possess excellent interpersonal and communications skills, be highly motivated, and well organized 

• Ability to work in a fast-paced environment with demonstrated ability to handle multiple competing tasks and demands 

• Detail oriented and can meet established priorities and deadlines 

• Motivated self-starter and ability to make sound and speedy decisions 

• Find members services solutions to various problems and prioritize work 

• Excellent oral and written communication skills to effectively communicate in the English language 

• Employee must have the ability to calculate figures, interest rates, and percentages 

ACU is an Equal Opportunity and Affirmative Action Disability/Veteran employer.

Principals only. Recruiters, please don’t contact this job poster. Do not contact us with unsolicited services or offers.