Member Specialist (I, II, III)

coosavalleycreditunion; Rome (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Dental Insurance

401K with employer match

Life Insurance (2x Salary) - Employer‑

Tuition Reimbursement

Paid Time Off

Health Time

Flexible Spending Account (FSA)

And much more!

Job summary

Coosa Valley Credit Union is seeking a Member Specialist for our Main Branch to provide top‑notch service to members in person, by phone, and online. The role emphasizes accurate cash handling, account operations, and referral of suitable products to meet members’ financial goals.

The position requires strong communication skills, a high school diploma or GED, and familiarity with Microsoft Office. Some travel to other branches or trainings may be necessary.

Qualifications

• High School diploma or GED.
• Banking/credit union experience and customer service experience preferred.
• Experience in cash handling preferred.
• Strong oral and written communication skills.
• Proficiency with Microsoft Office: Outlook, Excel, Word; 10-key calculator and office equipment.
• Able to handle multiple tasks and maintain confidentiality.
• Light travel to other locations/trainings as needed.

Responsibilities

• Provide excellent member service in-branch, by email, chat, and phone.
• Process transactions: deposits, withdrawals, loan payments, and more.
• Promote credit union products and services to members.
• Learn and apply all relevant policies and regulations (BSA, OFAC, Reg CC/DD/P).
• Open new accounts and process member requests.
• Maintain cash handling accuracy per security policy.
• Read, study, and apply policies; follow security procedures.
• Travel to other branches or trainings as needed.

Skills

Customer service

Cash handling

Communication skills

Microsoft Office

10-key calculator

Education

High school diploma or GED

Tools

Outlook

Excel

Word

Job description

Coosa Valley Credit Union is excited to announce an opening for Member Specialist within our Main Branch location! We are looking for individuals who are passionate about helping our members achieve their financial goals and improve their financial well‑being. If you are eager to be a part of a dynamic team dedicated to making a positive impact in the lives of our members, we encourage you to apply today for this exciting opportunity within Coosa Valley Credit Union!

Job Description:

• Provides excellent member service to members in the branch, through email, chat and calling on the phone.
• Performs a variety of transactions in person and over the phone, including but not limited to: deposits, withdrawals, loan payments, purchase of monetary instruments, reviewing account history, certificate transactions, etc.
• Learn and become comfortable with credit union products and services available for members including, but not limited to: accounts offered, interest bearing accounts, cards, card transactions, online banking, e-statements, audio response, direct deposit, basic knowledge of loan products, etc.
• Must look for opportunities to refer products and services to each member, as fits their needs.
• Responsible for learning and implementing all financial institution policies and regulations: such as BSA, OFAC, Reg CC, Reg DD, Reg P, etc.
• Process and open new accounts as well as other items as requested by the member.
• Process cash with accuracy while following the security measures set in place according to policy.
• Responsible to read, study and apply credit union policies and procedures as assigned.
• Properly identifies members in the branch and over the phone following current security procedures in place.
• Participates in side jobs including, but not limited to: night drop processing, ATM processing, branch balancing, check balancing, auditing various operations functions, keeping branch organized, supply inventory, scanning and copying.
• Participates in appropriate and applicable training through the credit union library, on‑site trainings, cross training to ensure job knowledge is current and up to date.
• Maintains compliance with all required regulations and policies, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures, and regulations.
• Other duties as assigned.

Job Qualifications:

• High School diploma or GED.
• Experience in banking is preferred. Previous experience working with the public and/or customer service is also preferred.
• Experience in cash handling is preferred.
• Must have strong oral and written communication skills.
• General skills applicable to this position include:
• A minimum of a beginner level knowledge of Microsoft Office applications including Outlook, Excel, and Word.
• Advanced skills in using computers and related equipment, 10‑key calculator, multi‑line telephone/intercom systems, and a variety of general office equipment including copy machines, scanners, and fax equipment.
• Ability to interact tactfully and professionally with Credit union staff as well as external contacts. Maintain a high degree of confidentiality in dealing with various personnel and member information.
• Light travel is required. Travel to the various branch locations or to off‑site trainings may be necessary on occasion.

Core Competencies:

Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, changes approach or method to best fit the situation.

Business Ethics - Treats people with kindness and respect, keeps commitments, inspires the trust of others, works ethically and with integrity, and upholds organizational values.

Communications - Expresses ideas and thoughts verbally and in written form, exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, writes clearly and informatively, edits work for spelling and grammar, varies writing style to meet needs, presents numerical data effectively, demonstrates effective and clear presentation skills.

Initiative - Volunteers readily, undertakes self‑development activities, seeks increased responsibilities, takes independent actions and calculated risks, looks for and takes advantage of opportunities, asks for and offers help when needed.

Problem Solving - Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, works well in group problem‑solving situations, uses reason even when dealing with emotional topics.

Sales Skills - Achieves sales goals, overcomes objections with persuasion and persistence, initiates new contacts, maintains customer satisfaction, maintains records and promptly submits information.

Benefits:

• Health Insurance
• Vision Insurance
• Dental Insurance
• 401K w/ employer match
• Life Insurance (2x Salary) - Employer Paid
• Tuition Reimbursement
• Paid Time Off
• Health Time
• Flexible Spending Account (FSA)
• & much more!

What does it mean to work at Coosa Valley Credit Union?

At Coosa Valley, serving our members is not just a job; we have a much higher purpose.

At Coosa Valley Credit Union, "We Care" and "We Listen" are two core values that differentiate us from banks and other financial institutions. Here we still do business like neighbors helping neighbors, an old fashioned approach that combines modern technologies and the warm professional service members deserve. No matter the need or unusual circumstance, we still listen.

We use our Core Values as a guide and constant reminder that we can always improve our members’ lives. We don’t charge more so that we can increase a line on a graph and we don’t believe that revenue is most important. Our purpose is simple: to help people in our hometown live better financial lives.

“Helping People Live Better Financial Lives” is the purpose that unites all of us at CVCU. We want to create value – for our members, for our employees, and for the communities in which we operate. CVCU’s employees will always put their experience, pride and enthusiasm into making this happen.