MEMBER SERVICE SPECIALIST

Default Brand; Ozark (AL); On-site; USD 28,000 - 36,000; Full time

Job summary

Ultipro in the United States is seeking a full-time branch associate to process transactions, answer inquiries, and provide confidential member service in person, by phone, or at the drive-thru. This role supports counseling on product options, opening new accounts, and assisting with consumer loans.

The position emphasizes strong customer service, confidentiality, and adherence to regulatory requirements. Some Saturdays are required for hours.

Qualifications

• Up to 6 months of similar or related experience.

Responsibilities

• Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts.
• Maintains knowledge of branch processes and assists with training other employees as needed.
• Provides friendly, professional, and confidential assistance to members to promote positive member experience.

Education

High School or better

Job description

Summary:Responsible for accurately processing financial transactions and being an effective source of information for members: in the branch, drive-thru window or by telephone. Can assist members with their financial needs by servicing transactions, counseling on product selection or use, opening new accounts and processing consumer loans. Proactively seeks out cross training opportunities to better assist members. Provides friendly, professional, and confidential assistance to members promoting positive member experience.

Hours: Fulltime- Some Saturdays required.

Major Duties and Responsibilities

• Processes transactions, answers inquiries and resolves problems or discrepancies with member accounts. Obtains and accurately records information required for the provision of services. Conducts thorough examination to verify information, member identification and document legality and ensures confidential information is protected and secured. Accurately records transactions and reconciles cash drawer. Maintains limited occurrences and amounts of Over/Short per policy and returned checks.
• Maintains knowledge and thorough understanding of credit union processes, products and services to effectively assist members in the assigned capacity. Provides coaching and assists with the training of other employees as needed. Provides feedback to Branch Operations based on observations to identify and support continuous improvement.
• Proactively identifies and recommends products and services for the betterment of the member. Uses every encounter as an opportunity to advise or educate the member about additional services or programs that might benefit them. Maintains knowledge of product and service offerings. Demonstrates customer service skills, attentiveness, tact and diplomacy in dealing with members and co-workers.
• Works actively toward individual, branch and credit union goals while ensuring quality service is provided. Seeks opportunities for to improve efficiency and communicates to leadership.
• Troubleshoots and resolves member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.
• Complies with operations and security procedures. Maintains customer confidence and protects credit union operations by keeping information confidential.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualifications

Education

Required

High School or better.

Experience

Required

Up to 6 months of similar or related experience including time spent in similar or preparatory positions.

Equal Opportunity Employer
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