Member Service Specialist II-Canton en Vibe Credit Union

Position Purpose

The Member Service Specialist II is responsible for assisting members and performing a broad variety of member services such as opening accounts, renewing CD's, account maintenance, consumer lending, and cross-selling products and services

Essential Duties

• Responsible for communicating and recommending the benefits of all products and services offered to Vibe members.
• Build relationships and actively cross-sell beneficial products and services.
• Service member accounts by explaining benefits and opening products; including new accounts, certificates, IRAs and all lending products.
• Respond to member requests and provide effective solutions to resolve situations.
• Complete required daily, monthly and quarterly reports and assignments.
• Assist and support all branch and Credit Union personnel as needed.
• Process and disburse loan requests for Line of Credit loans, and credit cards.
• Provide notary and signature guarantee service to members.
• Must be willing to maintain a work schedule determined by the demographic needs of the branch location, and be willing to adapt to the changing needs of the branch schedule as necessary.
• Follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
• Ability to perform basic Teller transactions and serve as a back-up when needed for branch coverage.
• Perform other special assignments as needed.

Education/Experience

• High School graduate or equivalent
• Customer/ Member Service experience preferred

Skills/Abilities

• Strong customer service and sales skills
• Ability to multi-task
• Good communication skills, professional appearance, dress and attitude
• Ability to write routine reports and correspondence