Member Service Specialist — Elevate Member Experience

SkyPoint Federal Credit Union; Rockville (MD); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid time off

Health insurance

401A retirement plan

Group term life insurance

Disability insurance

Paid holidays

Job summary

SkyPoint Federal Credit Union is seeking a Member Service Specialist to handle branch transactions, open and maintain accounts, and educate members on available financial products. The role emphasizes delivering accurate service, safeguarding member information, and fostering loyalty.

The position involves cross-selling opportunities, CRM-driven referrals, and support across online banking channels. Flexibility to support multiple branches is required within Montgomery County, MD.

Qualifications

• Experience in customer service or financial institutions preferred.
• Strong communication and active listening skills.
• Ability to work independently and in a team environment.
• Comfort with researching and resolving member inquiries.

Responsibilities

• Provide prompt, efficient member service and process transactions.
• Open new memberships and perform account maintenance (including IRAs).
• Cross-sell products and services based on member needs and track referrals using CRM.
• Assist online, mobile, and telephone banking support; float to other branches as needed.
• Handle administrative duties such as end-of-day balancing and ATM processing.

Skills

Independence & teamwork

Communication skills

Active listening

Written communication

Organizational & time management

Analytical & problem solving

Customer service mindset

Relationship building

Research capability

Adaptability to new tech

Notary/IRA training ability

Tools

CRM software

Job description

SkyPoint Federal Credit Union is seeking a Member Service Specialist to handle branch transactions, open and maintain accounts, and educate members on available financial products. The role emphasizes delivering accurate service, safeguarding member information, and fostering loyalty.

The position involves cross-selling opportunities, CRM-driven referrals, and support across online banking channels. Flexibility to support multiple branches is required within Montgomery County, MD.