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Job summary
A financial institution in Charlotte, NC is looking for a Member Solutions Specialist. This role involves providing exemplary customer service and addressing inquiries regarding financial products. Candidates should possess strong computer skills and at least one year of experience in financial services. A high school diploma is required. The position emphasizes teamwork and compliance with regulations, ensuring a positive impact on customer relationships.
Qualifications
Minimum of one year experience with financial service-related requests or commensurate experience.
Proven ability demonstrating thorough knowledge of Credit Union products, services, and external systems.
Strong computer skills with ability to quickly learn new processes/systems.
Responsibilities
Provide first point-of-contact service to address customer inquiries in a timely manner.
Exhibit thorough knowledge of the credit union’s products and services.
Open accounts and cross-sell credit union products and services.
Skills
Customer service
Knowledge of credit union products
Computer skills
Education
High school diploma
Job description
A financial institution in Charlotte, NC is looking for a Member Solutions Specialist. This role involves providing exemplary customer service and addressing inquiries regarding financial products. Candidates should possess strong computer skills and at least one year of experience in financial services. A high school diploma is required. The position emphasizes teamwork and compliance with regulations, ensuring a positive impact on customer relationships.