Member Services Specialist III – Banking & Loans

Beacon Credit Union

Marion (IN)

On-site

USD 21,000 - 30,000

Part time

3 days ago
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Benefits offered by this job

Benefits adjustment ($200 per whole月)
Incentive/bonus program
401(k) match
and more!

Job summary

Beacon Credit Union in Marion, IN is seeking a customer-focused teller to deliver fast, courteous service with financial transactions, explain products, set up new accounts, perform teller duties, and direct members to appropriate areas for service.

Your role will involve handling deposits and withdrawals, processing loan applications when needed, and helping members access Beacon’s digital and card services.

Qualifications

  • One to three years of prior banking experience
  • High School Diploma or HSE
  • Excellent cash handling and member service skills (outgoing)
  • Excellent working knowledge of Beacon products and services
  • Ability to work independently and as a team member
  • Extremely detail oriented
  • Basic knowledge of personal computer operations and related software programs
  • Ability to cross-sell Beacon products and services according to member needs

Responsibilities

  • Opens, closes and maintains consumer and business checking and savings accounts, CDs, IRAs, and HSAs; performs Chexsystems screening, deceased processing, stop payments, and card disputes.
  • Interviews member loan applicants to develop information concerning their loan needs, earnings and financial position; explains loan programs and approves loan options; assists with loan applications.
  • Processes deposits and withdrawals, scans checks, handles loan payments, IRA or HSA contributions, Visa payments, money orders, and cash equivalents; balances cash drawer.
  • Identifies cross-sell opportunities and cross-sells products and services to members.
  • Maintains accurate member data in Core system and Application Xtender; documents membership files.
  • Assists members with access to Beacon services such as Check Ordering, Beacon Online Banking, Bill Pay, Direct Deposit, e-statements and e-alerts.
  • Responds to member inquiries and resolves issues within authority; refers complex problems to supervisor.
  • Performs other duties as assigned.

Skills

Cash handling
Member service
Cross-selling
Detail oriented
PC basics
Independent worker
Team player
Knowledge of Beacon products

Education

High School Diploma or HSE

Tools

Core system
Application Xtender
Beacon Online Banking

Job description

Beacon Credit Union in Marion, IN is seeking a customer-focused teller to deliver fast, courteous service with financial transactions, explain products, set up new accounts, perform teller duties, and direct members to appropriate areas for service.

Your role will involve handling deposits and withdrawals, processing loan applications when needed, and helping members access Beacon’s digital and card services.

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