Member Service Specialist

Champion Credit Union

Arden (DE)

On-site

USD 36,000 - 48,000

Full time

3 days ago
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Job summary

Champion Credit Union is seeking a Member Service Specialist to deliver accurate, efficient, and personalized service while building trusted financial relationships. You will be the primary contact for member interactions, educate on digital services, and protect member information.

Essential duties include processing transactions, balancing cash, and maintaining documentation. Travel between branch locations may be required; professionalism and integrity are essential in daily interactions.

Qualifications

  • Strong organizational and time management skills and the ability to manage multiple priorities.
  • Proficiency in core systems and standard office technology.
  • Strong communication skills, both verbal and written.
  • Ability to travel between branch locations as needed.

Responsibilities

  • Processes financial transactions accurately and efficiently with emphasis on accuracy and fraud prevention.
  • Balances daily transactions and verifies cash totals; investigates discrepancies.
  • Completes required documentation in accordance with policies and regulatory requirements.
  • Educates members on digital services and self-service tools to strengthen relationships.
  • Provides exceptional member experiences and cross-sells products based on member needs.

Skills

Customer service
Communication
Organizational skills
Time management
Attention to detail
Team collaboration
Problem solving
Professional appearance

Education

High school diploma or equivalent

Tools

Core systems

Job description

Job Description StatementThe Member Service Specialist creates exceptional member experiences by delivering accurate, efficient, and personalized service while building trusted financial relationships. This position serves as the primary point of contact for many member interactions and is responsible for identifying member needs, providing appropriate solutions, protecting member information, and ensuring every interaction reflects Champion Credit Union's commitment to service, operational excellence, and community.Credit Union Branch Staff StandardsRepresents CCU in a courteous and professional manner.Build and maintain positive relationships by providing consistent, service-focused support.Follows all operational and security procedures, including dual-control functions and branch opening and closing procedures.Maintains expert knowledge of credit union products and services and exhibits confidence to educate members and recommend appropriate financial solutions.Promote and cross-sells products and services based on member needs.Protects member information and maintains confidentiality at all times.Ensure that the Credit Union’s quality reputation is maintained and protected.Maintain a clean, secure, and well-maintained work environment.Creates a culture of ownership by ensuring member concerns are resolved accurately, promptly, and with a focus on one-touch resolutions whenever possible.Works collaboratively with team members and other departments to ensure consistent service delivery.Participates in meetings, training, and organizational initiatives as required.Essential Duties and ResponsibilitiesProcesses financial transactions accurately and efficiently while maintaining a strong focus on member education, fraud prevention, and service excellence.Balances daily transactions and verifies cash totals; Investigates and resolve discrepancies as needed.Maintains a high level of fraud awareness by recognizing unusual activity, asking thoughtful questions, and following established procedures to protect members and the credit union.Complete all required documentation accurately, thoroughly, and in accordance with credit union policies and regulatory requirements.Assumes responsibility for establishing and maintaining effective working relationships with area personnel and management.Continuously develops knowledge of credit union products, services, policies, technology, and regulatory requirements to better serve members and support branch success.Educates members on digital services, self-service tools, and financial resources that improve convenience and strengthen their relationship with Champion Credit Union.Creates positive first impressions by welcoming every member with professionalism and a commitment to delivering an exceptional experience.Demonstrates curiosity by asking thoughtful questions, identifying opportunities to help members, and seeking continuous improvement.Ensure compliance with all applicable regulations, including BSA, OFAC, the Patriot Act, and all state and federal laws.Performs additional duties assigned by supervisor.Supervisory ResponsibilitiesNoneRequired Performance Skills/AbilitiesStrong organizational and time management skills with the ability to manage multiple priorities.Demonstrates a polished, professional appearance in accordance with company dress code standards.Proficiency in core systems and standard office technology.Ability to collaborate with all levels and departments of the organization.High attention to detail and commitment to accuracy.Strong communication skills, both verbal and written.Ability to build and maintain positive relationships with members and coworkers’ ability to adapt to changing priorities in a fast-paced environment.Strong problem-solving and decision-making skills.Ability to travel between branch locations as needed.Demonstrates professionalism, integrity, and ethical behavior.Education and/or ExperienceHigh school graduate or equivalent required.Previous customer service experience preferred.Certificates, Licenses, RegistrationsNone required
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