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Universal Member Service Specialist I

Company: Truliant Federal Credit Union
Location: Greensboro
Posted on: June 12, 2021

Job Description:

Job Description:

Purpose of the Job

The MFC Universal Member Service Specialist I (UMSS I) is responsible for serving the financial needs of our member-owners accurately and efficiently, and developing a strong rapport with the member which supports the Credit Union's mission of enhancing our member-owners financial lives and becoming their preferred financial partner. This position performs tasks related to all facets of the Member Financial Center, which includes processing teller transactions, lending, account opening and account maintenance, opening savings & investment products, along with other account services. The MFC Universal Member Service Specialist I will assist members from the initial point of contact through the completion of their transaction or platform need. The duties that the MFC Universal Member Service Specialist I will perform each day will vary depending on the need of the member they are assisting and they will be responsible for seamlessly transitioning from the MSR line to the platform and back throughout each day.

Essential Functions and Responsibilities

  • Assists members in evaluating their current and future financial goals by conducting quality online guidance and credit reviews to provide solutions with Credit Union deposit and loans products and services.
  • Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution.
  • Maintains integrity and confidentiality when handling members accounts.
  • Performs all teller transactions as requested and has capability to balance CDMs, TCRs, ATMs and vault.
  • Performs all member service operations, including new accounts opened for contact and initializing start of relationship building with knowledge, products and services that will benefit the member.
  • Researches and resolves account issues, elevating to problem resolution team as necessary.
  • Provides information on all deposit and loan products to member-owners, including mortgages, service agreements and insurance.
  • Processes Business Services requests accurately and efficiently including business service loan requests and processing.
  • Manages loan and deposit pipeline to ensure timely follow-up and cultivates leads into successes.
  • Understands IRA process and products offered. Opens and provides maintenance for all IRA accounts.
  • Processes all loan requests and reviews credit needs for further loan opportunities to benefit the member.
  • Processes and opens all specialty accounts.
  • Makes outbound guidance calls to member owners.
  • Represents the Credit Union by visitations to Business Partners and other Credit Union functions.
  • Understands audit procedures and the importance of maintaining the integrity of audit guidelines.
  • 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
  • Executes the MFCs 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.

Other Duties and Responsibilities

  • Assists with other tasks and projects as assigned.

Keywords: Truliant Federal Credit Union, Greensboro , Universal Member Service Specialist I, Other , Greensboro, North Carolina

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