Member Service Specialist - Part Time

To assist members and potential members with their Credit Union needs; promote and cross-sell services, set up new accounts, respond to problems, and direct members to the appropriate people. Educates our members on accomplishing their financial goals.

Essential Functions & Responsibilities:
Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.

Identifies cross-sell opportunities and cross-sells services to members.

Acts as liaison between members and various organizations and departments.

Assures that appropriate records are maintained and required reports are prepared.

Maintains member account information on computer system.

Performs other related duties as assigned.

Performance Measurements:
1. To provide prompt, accurate, courteous, friendly, timely and professional service to all members. (To assist members waiting in the lobby within five minutes; To answer telephone within 3 rings; To respond to all correspondence within 24 hours).
2. To process member transactions with zero errors.
3. To develop and improve knowledge and skills in Member Service Areas.
4. To sell a minimum of 20 to 30 new products per month; with at least 10 being loan products.
5. To maintain a professional work environment and businesslike appearance.
6. To ensure compliance with Credit Union's Bank Secrecy Act, Anti-Money Laundering and Customer/Member Identification Programs.

Knowledge, Skills and Abilities: 
Experience: Two years or more of similar or related experience.

Education: A high school education or GED. Some college courses, preferred.

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include Close vision, Distance vision, Peripheral vision, Depth perception and Ability to adjust focus. While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

Work Hours: Monday – Thursday, varied start and stop times between 8:00 a.m. and 5:00 p.m., with a half hour for lunch. Friday, 8:00 a.m. to 6:00 p.m., with a half hour lunch

Disclaimer: This job description indicates in general the nature and levels of work, knowledge, skills, abilities and other essential functions (as covered under the Americans with Disabilities Act) expected of an incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of an incumbent. An incumbent may be asked to perform other duties as required.