Member Services Specialist

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 26,174 - 30,307; Full time

Benefits offered by this job

Annual bonus program

Paid time off

401(k) company contribution

Dental & Vision premium

Tuition reimbursement

Employee loan discounts

Job summary

Teachers Federal Credit Union is seeking a Member Services Representative to establish new accounts and make changes to existing ones. You will support branches, the Contact Center, and other departments, handling requests via email, mail, fax, and Salesforce.

The role requires a High School Diploma or GED and at least one year of general work experience, with banking experience preferred. Strong communication, multitasking, and computer skills are essential for success.

Qualifications

• High School Diploma or GED required.
• Minimum one year of general work experience required.
• Banking experience preferred.
• Proficient in MS Word and Excel required.
• Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required.
• Knowledge of Teachers policies, practices and systems preferred.
• Critical thinking and problem solving.
• A team player and good collaborator.
• Professional with a strong work ethic.
• Good oral and written communication skills.

Responsibilities

• Processes incoming email, postal mail, fax, Docusign, and Salesforce requests on a daily basis.
• Responds to requests for change-of-address, add/remove joint member, beneficiaries, name changes due to marriage, divorce or legal name changes.
• Reviews and updates accounts for W-8BEN forms and Power-of-Attorney forms.
• Establishes accounts (e.g., checking, savings, holiday and vacation clubs, etc.) using Avoka/Docusign/DNA Wizard.
• Responds quickly, accurately and courteously to members, branch/other departments.
• Identifies issues requiring follow up, contacts members to obtain information, and mails forms and other documentation.
• Educates members by advising them of additional Teachers products and services.
• Placing restrictions on accounts, updates mail codes and sends correspondence to members requesting address change per policy and procedure.
• Logs member requests into Salesforce and maintains cases referred to the Membership Department.
• Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations.
• Performs other duties as needed upon request by immediate supervisor.

Skills

Communication

Multitasking

Telephone etiquette

Team player

Customer service

Education

High School Diploma or GED

Tools

MS Word

Excel

Salesforce

DocuSign

Avoka

DNA Wizard

Job description

Teachers Federal Credit Union is seeking a Member Services Representative to establish new accounts and make changes to existing ones. You will support branches, the Contact Center, and other departments, handling requests via email, mail, fax, and Salesforce.

The role requires a High School Diploma or GED and at least one year of general work experience, with banking experience preferred. Strong communication, multitasking, and computer skills are essential for success.