Member Service & Financial Solutions Specialist

Delta Community Credit Union; Peachtree City (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, Dental, Vision Coverage

401(k) Plan with Company Match

Paid Time Off

Job summary

Delta Community Credit Union is seeking a motivated Member Service Agent for the Peachtree City Wisdom Rd. location. You will provide superior member service, handle account entries with accuracy, and educate members on digital banking tools while identifying financial needs for cross-selling opportunities.

The role requires a high school diploma, 1+ year of customer service or sales experience, strong numeracy, and the ability to work Saturdays. Extended hours and teamwork are emphasized.

Qualifications

• High School diploma or equivalent.
• 1+ years’ customer service or sales experience.
• Ability to perform mathematical calculations and work accurately with numbers.
• Comfortable working with little to no supervision in fast-paced environment.
• Must be able to sit/stand approximately 8 hours a day.
• Must be flexible in relieving multiple branch offices and willing to work Saturdays.
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations.

Responsibilities

• Ensure that Delta Community Credit Union maintains a good image through good customer relations by handling account entries with a high level of accuracy
• Provide superior service to members and guest members.
• Must be detailed oriented.
• Possess strong interpersonal and communication skills.
• Must have strong organizational and time management skills.
• Educate members on emerging bank technology and digital solutions such as mobile, online, Zelle and ATM to make their banking experience easier.
• Identify financial needs and promote, recommend, refer and cross-sell products and services with integrity.
• Respond and resolve concerns by partnering with the member.
• Process consumer loan applications, including reviewing, analyzing applications and supporting documents.
• Open, close and perform maintenance on member accounts.
• Must possess general knowledge of IRA and HSA contributions and distributions.
• Identify and report suspicious activity including but not limited to phishing, money laundering, smurfing, layering, counterfeit currency, elder abuse, check kiting, account takeover fraud, new account fraud, wire fraud and loan fraud.
• Identify, prevent, and report attempts to pass fraudulent documentation and/or identification as credible forms of ID.
• Serve as a Notary Public, as directed by management.
• May be responsible for daily branch balance reporting.
• Maintain dual control protocols where directed by credit union policy.
• Possess strong numerical proficiency.
• Maintain high level of accuracy and security.
• Develop and maintain credit union relationships.
• Demonstrate knowledge of Delta Community Credit Union products and services
• Flexible in daily work schedule and relieving multiple branch office in the Atlanta area

Job description

Delta Community Credit Union is seeking a motivated Member Service Agent for the Peachtree City Wisdom Rd. location. You will provide superior member service, handle account entries with accuracy, and educate members on digital banking tools while identifying financial needs for cross-selling opportunities.

The role requires a high school diploma, 1+ year of customer service or sales experience, strong numeracy, and the ability to work Saturdays. Extended hours and teamwork are emphasized.