Role: A Member Service Specialist's primary responsibility is to assist members, potential members and other associates with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area ensuring satisfaction and provides follow up if needed. Responsible for providing exceptional service via multiple channels of communications. Cross-sells products and services to meet member's needs.
Essential Functions & Responsibilities:
30% - Assists members, potential members, and associates with their telephone requests.
25% - Through comprehensive credit union knowledge, answers questions about products and services. Identifies cross-sell opportunities and cross-sells products and services to members.
20% - Researches and resolves member account questions and concerns. Provides follow up as needed.
10% - Performs routine account transactions and verifies account information.
10% - Opens new member accounts. Provides information about loan services and obtains loan information, inputs and forwards loan requests for further processing and approval.
5% - Performs other duties as assigned.
Knowledge, Skills and Abilities:
Requires well developed interpersonal skills for communicating with members.
Requires the ability to operate a computer and basic mathematical skills (adding, subtracting, multiplying and dividing).
Requires intermediate mathematical skills (calculations and concepts involving decimals, percentages, fractions, etc.)
Requires good organizational skills.
Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities.