Member Experience Specialist - Hybrid Banking

USALLIANCE Financial; Chelmsford (MA); Hybrid; USD 60,174,000 - 65,904,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

USALLIANCE Federal Credit Union is seeking a Member Services Specialist to deliver exceptional member experiences across all channels and to uphold the Credit Union’s service standards. The role involves handling transactions, assisting members, and promoting products to improve members’ financial position.

The position is full-time, 40 hours per week with a hybrid schedule (in-office and remote work). Prior contact center or banking experience is preferred, and a base hourly range is provided

Qualifications

• High school diploma or equivalent preferred.
• Experience with Microsoft Word and Excel.
• Strong analytical, organizational and communication skills.
• Ability to work independently and cooperatively with team members.

Responsibilities

• Demonstrate knowledge of Credit Union products, services, policies and procedures.
• Assist members via telephone, email, web chat, video banking or in person.
• Process member transactions and requests accurately and promptly.
• Research member inquiries using available resources and ensure follow-up.
• Cross-sell Credit Union products and services during eligible interactions.
• Maintain privacy and confidentiality of member information.
• Identify opportunities for process improvements.
• Perform other duties as assigned.

Skills

Microsoft Word

Excel

Strong communication

Education

High school diploma or equivalent

Job description

USALLIANCE Federal Credit Union is seeking a Member Services Specialist to deliver exceptional member experiences across all channels and to uphold the Credit Union’s service standards. The role involves handling transactions, assisting members, and promoting products to improve members’ financial position.

The position is full-time, 40 hours per week with a hybrid schedule (in-office and remote work). Prior contact center or banking experience is preferred, and a base hourly range is provided