Member Service Specialist - Alamance County
Company: Truliant Federal Credit Union
Location: Burlington
Posted on: March 9, 2023
Job Description:
Job Title
Member Service Specialist - Alamance County
Job Description
Purpose of the Job
The Member Service Specialist I primary responsibilities include
providing every member-owner with an exceptional service
experience, for understanding member-owners' financial needs, and
for meeting those needs with Truliant product and services. The
employee must engage in conversations with member-owners in order
to identify, understand, and meet financial needs. Financial needs
include consumer and business deposit products, consumer and
business lending products, investment products, and other services.
The Member Service Specialist I performs problem resolution and may
also process transactions when necessary.
Essential Functions and Responsibilities
- Accurately and efficiently processes transactions for members
to help them manage their finances. Resolves discrepancies within
allotted time as required.
- Ensures consistent adherence to Credit Union member service
standards throughout every member-owner interaction, including
problem resolution.
- Engages members in conversation to learn about their most
important financial needs and goals.
- Executes the MFC's plan to ensure achievement of goals and
objectives. Including but not limited to member service scores,
loan production, deposit production, new member growth and partner
lines of business referrals.
- Educates members on the various products and services available
to meet their financial goals and offer to assist them with
establishing those identified products and services.
- Proactively assists members by finding ways to make financial
services more convenient for them. This includes educating members
on the various technological tools available to them to improve
their banking experience.
- Utilizes member relationship tools to record and enhance
interactions.
- Provides information and processes loan requests on all loan
products to member-owners, including mortgages, business service
loans, service agreements and insurance while reviewing credit
needs for further loan opportunities to benefit the
member.
- Understands IRA process and products offered. Opens and
provides maintenance for all IRA accounts.
- Adheres to Truliant's policies and supports company decisions
and goals in a positive, professional, manner. Follows all security
and fraud prevention requirements in order to protect the Credit
Union and members.
- Adapts, as needed, to meet the ever-changing needs of our
members and the communities we serve.
- Maintains integrity and confidentiality when handling member's
accounts.
- Researches and resolve member account/service issues.
- Represents Truliant with a high level of integrity and
professionalism. Exhibits a professional, business-like appearance,
and demeanor.
- Researches and resolves account issues, elevating to problem
resolution team as necessary.
Other Duties and Responsibilities
- Provides assistance with member service when needed on the MSR
line.
- Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
- Must have National Mortgage Licensing System and Registry
(NMLS) registration under the SAFE Act of 2008
- Must have sound understanding of standard concepts, practices,
procedures, regulations and compliance within the financial
services environment
- Must have excellent communication skills in English, both
verbal and written
- Strong interpersonal skills required
- Must have good arithmetic skills
- Must have basic personal computer skills
- Must have knowledge of advanced products and services
- Must be proficient in service recovery concepts as a vehicle to
enhance member satisfaction
- Must understand basic concepts and principles of credit
underwriting
- Must have Notary appointment within 3 month period
- Must attend Branch Lending Training within 3 month
period
- Must be detail oriented and well organized
- Must be flexible and able to shift resources and priorities as
required
- Must be able to complete all assignments with minimal
supervision
Physical Requirements
- Occasional standing, walking, and bending required
- Must be able to sit at a desk for moderate periods of time and
use a computer
- Must be able to moderately lift or move up to 5 pounds and
occasionally lift or move up to 10 pounds
Education and Experience
- College degree or equivalent experience required
- A minimum of 3 years related experience in the retail industry
or financial services preferred
- Previous sales experience preferred
- Previous lending experience preferred
Location
Burlington - Burlington, NC 27215 US (Primary)
Category
MFC
Job Type
Full-time
Keywords: Truliant Federal Credit Union, Burlington , Member Service Specialist - Alamance County, Other , Burlington, North Carolina
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