Member Service Support Specialist

Southeast-Financial-Credit-Union; Nashville (TN); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Vacation & sick leave

Insurance coverage

Dependent insurance

Tuition reimbursement

Employee Assistance Program

401k matching

Job summary

Southeast Financial Credit Union in Nashville seeks a friendly Member Service Associate to deliver prompt, accurate financial transactions and guidance to members by phone and in-branch interactions. You will process deposits, loans, and payments, assist with account opening, and help members navigate online banking, while maintaining cash controls and balancing the daily drawer.

A high school diploma or GED and at least some experience are needed; strong communication, tact, and a service

Qualifications

• High school diploma or GED required.
• 1–12 months of related experience preferred.
• Excellent courtesy, tact, and diplomacy.
• Ability to operate a 10-key calculator, typewriter, and computer keyboard.
• Strong customer service and communication skills.

Responsibilities

• Accept deposits and drafts for cashing, verify cash and endorsements, make change, and issue receipts.
• Process deposits and loan payments received by mail.
• Perform file maintenance for all deposit accounts.
• Process credit card payments and cash advances; sell Visa gift cards.
• Balance cash drawer at end of day.
• Assist members with opening/closing accounts (savings, checking, money market, CDs, IRAs, business).
• Process address changes, stop payments and check holds.
• Accept loan applications and assist with inquiries.
• May process night deposits, order checks and mail account packets.
• Work in any branch within the region; float to other locations as needed.
• Support Member Service Call Center: answer calls, process transactions, resolve problems, cross-sell.

Skills

Customer service

Cash handling

Telephone support

Interpersonal skills

Attention to detail

Basic math

Education

High school diploma or GED

Tools

10-key calculator

Typewriter

Computer keyboard

Job description

At Southeast Financial Credit Union, our employees are an important part of our success. We are committed to providing an environment that fosters professionalism, growth, and opportunity. We recognize that our team is the reason we provide one of the highest levels of member service anywhere.What makes Southeast Financial a great place to work?Highly competitive pay ratesGenerous vacation and sick leave and leave donation programCompany-paid employee group insurance and company assisted dependent insuranceTuition reimbursement programEmployee Assistance Program (EAP)Attractive 401k contribution matching percentageYou don’t work for us…we work for YOURole:To provide prompt, efficient and friendly service to members by recognition of their Credit Union needs; assists with financial transactions over the telephone; explains products and services and responds to problems. Follows established policies and procedures for these areas.Job Responsibilities:Provides support to Branch Operations, including, but not limited to the following:Accepts deposits and drafts for cashing, verifies cash and endorsements, makes change, and issues receipts. Processes deposits and loan payments received in mail. Performs file maintenance for all deposit accounts. Processes credit card payments and cash advances. Sells Visa gift cards. Responsible for balancing cash drawer at the end of each day.Assists members with opening and closing all types of accounts (including, but not limited to savings, checking, money market, CD's, IRAs, and business accounts), processes address changes, stop payments and check holds. Accepts loan applications and assists with general loan inquiries. May also process night deposits, order checks and prepare/mail account packets to potential members.Responsible for working in any branch in the region as needed. This includes changes of location/branch within a workday. This also includes floating to Brentwood, TN; Franklin, TN; Goodlettsville, TN; Nashville, TN (JRP and Briley Parkway); LaVergne, TN, and Bowling Green, KYProvides support to the Member Service Call Center, including, but not limited to the following:Assists members by answering calls with account inquiries, processes transactions, and resolves problems. Identifies cross-sell opportunities and sells services to members. Assists members with online/mobile banking questions and password resets.Provides support to Support Services with various membership file maintenance tasks as needed.Performance Measurements:To provide accurate, courteous, friendly, timely and professional service to all members.To maintain and balance a daily cash drawer.To assist members waiting in the lobby or on the telephone within a reasonable time frame.To respond to all telephone messages and correspondence within a reasonable time frame.To answer telephone within two rings.To process member transactions with zero errors.To maintain a professional work environment and businesslike appearance.To maintain a thorough knowledge of credit union products and services.Adhere to all Credit Union Policies/Procedures and Regulatory Requirements.Knowledge and Skills:Experience - One month to twelve months of similar or related experience.Education - A high school education or GED.Interpersonal Skills - Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.Other Skills - Able to operate a 10-key calculator, typewriter, and computer keyboard.