Member Service Specialist/Member Service Representative

Opportunities at Towne; Raleigh (NC); On-site; USD 42,000 - 52,000; Full time

Job summary

TowneBank is seeking a Member Service Specialist/Representative to warmly welcome members, handle transactions, and support sales and service on the platform. The role covers teller functions, account openings, and cross-training to assist on the service platform as needed.

Responsibilities include cash handling, check cashing, and following AML/BSA guidelines while promoting TowneBank products and providing exceptional service across in-person, phone, and email channels.

Qualifications

• At least one year of bank teller experience with a single employer.
• Proven ability to give our members excellent service in person, on the phone, and by email.
• Ability to use basic computer skills including Outlook, Excel, Word and bank software programs.

Responsibilities

• Handle monetary transactions for members and enter them in the bank’s software programs and provide receipts.
• Verify checks and cash and examine documents for essential elements.
• Promote TowneBank and its products and services.
• Provide exquisite service to members in person, on the phone or by email.
• Balance cash drawer daily and maintain accuracy.
• Open new accounts and perform maintenance on existing accounts.
• Follow federal laws including AML and BSA.

Skills

Bank teller experience

Customer service

Computer skills

Flexibility to learn

Cash drawer balancing

Monetary transactions

Team player

Punctuality

Active listening

Multi-tasking

Product knowledge

Tools

Bank software

Job description

Member Service Specialist/Member Service Representative

Job Category: Clerical Office/Admin

Requisition Number: MEMBE008684

• Full-Time
• On-site

Locations

Showing 1 location

Description

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well-being among our family of members. We are seeking a MSR/MSS that welcomes members to TowneBank and accurately handles requested transactions in a timely manner, performs a variety of teller, settlement and operational functions to keep the teller line running smoothly. MSR/MSS will also be trained to fill in and work on the sales and service platform assisting members with new accounts and a variety of member issues in order to provide an exquisite banking experience for our members.

Member Service Representative:

• Handling monetary transactions for members and enters them in the Bank’s software programs and provides receipts
• Verifying checks and cash and examining documents for essential elements.
• Reviewing & providing system overrides on other tellers’ transactions, when needed.
• Following the Bank’s security guidelines on a daily basis
• Staying abreast of the Bank’s check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements
• Reviewing member accounts to make appropriate decisions regarding the requested transaction
• Accurately keeping cash drawer in balance on a daily basis
• Promoting TowneBank and its products and services
• Providing exquisite service to members in person, on the phone or by email
• Displaying a professional appearance and behavior
• Becoming cross-trained on the bank’s products, services and related procedures to assist on the platform as a Member Service Specialist as needed (See duties below)
• Performing other duties such as balancing the cash dispenser, settling the ATM, ordering supplies, settling internal bank accounts, balancing the branch, etc.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

Member Service Specialist:

• Opening new accounts and performs maintenance on existing accounts
• Interviewing members to obtain information and matches members’ needs to bank products
• Gathering data, accurately completes written documentation and inputs information into the bank’s computer system
• Completing appropriate transaction tickets and takes them to the teller line for processing
• Promoting TowneBank as well as all related bank products
• Providing assistance to members in person and on the phone

Minimum Required Skills & Competencies:

• At least one year of bank teller experience with a single employer and/or experience on the sales and service platform
• Proven ability to give our members excellent service in person, on the phone, and by email
• At least one year of work experience using basic computer skills including Outlook, Excel, Word and Bank software programs
• Flexibility to learn and grow as new systems or processes emerge
• Ability to keep cash drawer in balance on a daily basis
• Ability to accurately process monetary transactions in a timely fashion
• Ability to work as an integral and reliable team player
• Ability to be punctual and dependable, keeping unplanned absences to a minimum
• Ability to listen well and resolve member issues in a positive manner
• Able to multi-task on a daily basis
• Able to learn new product information and promote benefits to members

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 50 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.