Member Services Specialist II — Banking & Support

Community-Credit-Union-of-Florida

Viera (FL)

On-site

USD 30,000 - 32,000

Full time

4 days ago
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Job summary

Community Credit Union of Florida seeks a Member Service Center Specialist II in Viera, FL to provide outstanding member service and sales support. You will open, process, and maintain accounts, educate members on products, and cross-sell solutions through digital channels.

The role emphasizes accuracy, adherence to policies, and professional communication, with emphasis on service quality and community impact. Equal opportunity employer; drug-free workplace.

Qualifications

  • High school diploma or GED; or related experience in a CSR role.
  • Knowledge of credit union policies, rates, and disclosures.
  • Experience with Digital Insight or similar financial software.
  • Strong math, analytical, and problem-solving abilities.
  • Excellent verbal and written communication, and organization.

Responsibilities

  • Delivers service aligned with Service Promises and service goals.
  • Assists members with selection of accounts and financial services.
  • Performs routine teller transactions and maintains balancing.
  • Researches and resolves account inquiries via multiple channels.
  • Ensures compliance with BSA/AML/CIP/CDD policies.

Skills

Customer service
Sales experience
Communication skills
Time management
Multitasking

Education

High school diploma or GED

Tools

Digital Insight

Job description

Community Credit Union of Florida seeks a Member Service Center Specialist II in Viera, FL to provide outstanding member service and sales support. You will open, process, and maintain accounts, educate members on products, and cross-sell solutions through digital channels.

The role emphasizes accuracy, adherence to policies, and professional communication, with emphasis on service quality and community impact. Equal opportunity employer; drug-free workplace.

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