Member Service Associate
Financial Services
MemberServiceAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Member Service Associate at Member Service Associate. Skills: Member service, Relationship building, Financial transactions. Provide outstanding member service. Process financial service transactions”
What You'll Achieve.
Achievement of goals; Achievement of objectives
Industry & Context.
Problem-solve member issues
Lift at least 10 pounds, Stand for long periods
What They're Looking For.
Must Have
High School Diploma or GED, Customer service experience
Nice to Have
Equivalent combination of education and experience
What You'll Do.
Provide outstanding member service
Process financial service transactions
Maintain a cash drawer
Detect and report fraud
Report irregular activities
Advocate member relationships
Build member relationships
Engage in conversations
Ask relevant questions
Respond to member inquiries
Resolve member issues
Promote self-service resources
Promote digital channel offerings
Participate in cross-selling
Participate in campaigns
Participate in promotions
Participate in events
Seek development opportunities
Take advantage of coaching
Take advantage of job shadowing
Take advantage of mentoring
Take advantage of training
Ensure compliance with policies
Ensure compliance with procedures
Ensure compliance with guidelines
How You'll Work.
Team & Collaboration
Branch goals; Corporate goals
Communication Scope
Oral communication; Written communication; Auditory communication
Full Job Description
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! **ABOUT THE TEAM** If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. ** _This role will be supporting the Capital East Region, which includes our Troy Hoosick Street, Troy - Brunswick, and Troy - HVCC, North Greenbush, East Greenbush and Schodack Branch Locations._** **WHAT YOU’LL DO** * Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. * Accurately process financial service transactions while maintaining a cash drawer. * Act as a first line of defense in detecting and reporting fraud or irregular activities. * Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship. * Respond to general member inquiries related to general information, products/services, lending, etc. * Problem-solve and resolve member issues in a timely manner. * Promote awareness and education of self-service resources, including all digital channel offerings. * Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. * Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities. * Achievement of goals and objectives provided by management. * Ensure compliance with all applicable policies, procedures, and re
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