Member Services Specialist – Branch

Kinetic Federal Credit Union; Columbus (GA); On-site; USD 32,000 - 42,000; Part time

Job summary

Kinetic Federal Credit Union on 13th Street in Columbus, GA seeks a friendly member services associate to handle member needs by telephone and in person. This role is non-exempt, hourly, and based at the 13th Street Branch, with hours 8:30 AM to 5:00 PM, Monday through Friday.

You will answer questions on rates, services, deposits, loans, and card activation, promote credit union products, and ensure compliance with BSA/AML regulations while delivering quality service to members.

Qualifications

• Two years of college or an associate’s degree preferred; commensurate experience may substitute.
• Formal training should be supplemented with appropriate continuing education.

Responsibilities

• Answers telephone requests regarding rates, services, balances, debit card activation, check verification, loan payments, payoffs, and collateral values.
• Handles inquiries and transaction requests regarding deposit accounts and initiates any charges incurred.
• Makes recommendations for resolving account errors and handles follow up as necessary.
• Verifies check status information for merchants.
• Takes stop payment orders.
• Processes ATM, credit and debit card order requests or provides direction on how to obtain an instant issue credit or debit card.
• Processes lending transactions to include payoffs and payoff inquiries, payment quotations and VISA balances.
• Routes calls to Service Center, Residential lending and/or Business Services, depending on need.
• Gives wiring instructions and receives instructions from members for processing.
• Increases relationships per member by promoting products and services that add value to the member and the credit union.
• Remains current on changes within the legal, regulatory, economic, competitive and technology environments that may affect the areas of the department and overall credit union.
• Attends annual training on BSA/AML to remain current on any changes to these policies and procedures and remain compliant.
• Takes loan payments over the phone through SWBC Autopilot, as requested by members.
• Assists member with accessing Bacon Pay to make online loan payments.
• Completes SAR (Suspicious Activity Report) when applicable according to policies and procedures set forth by Kinetic Credit Union, in accordance with BSA/AML regulations, and turns over to appropriate parties in a timely manner.
• Understands and adheres to all Bank Secrecy Act/Anti-Money Laundering policies and procedures set in place to ensure compliance.
• Processes returned mail from Post Office, mails address confirmation letters and processes Checking account with Microfiche mail code report.
• Processes various crystal enterprise reports.
• Accesses various sites to assist membership with their accounts; Fiserv, CST, Compass, CSI, TranZact, Admin and Deluxe.
• Participates in the Community Involvement goals of the credit union.
• Responsible for completing Information Security Awareness training as directed by management.
• Responsible for complying with GLBA, Safe Act, Regs B, D, E, CC, Z and other regulatory requirements.

Education

Two years of college or an associate’s degree preferred

Job description

Kinetic Federal Credit Union on 13th Street in Columbus, GA seeks a friendly member services associate to handle member needs by telephone and in person. This role is non-exempt, hourly, and based at the 13th Street Branch, with hours 8:30 AM to 5:00 PM, Monday through Friday.

You will answer questions on rates, services, deposits, loans, and card activation, promote credit union products, and ensure compliance with BSA/AML regulations while delivering quality service to members.