MEMBER SOLUTIONS SPECIALIST

Member Solutions Specialist

The Member Solutions Specialist processes member transactions and maintains cash drawers to document financial changes. Under minimal supervision, this job promotes the day-to-day operations of the organization and strengthens relations with new and potential members by providing excellent customer service. This is a PRN role.

Essential Job Functions

• Promotes credit union products and services based on member needs identified through conversations and maintain current knowledge of all credit union services and policies.
• Counsels members on interest rates, cross-sell services, and assist with opening new share accounts, share draft accounts, and certificates.
• Assists members in completing applications for Individual Retirement Accounts and Share Certificates, process new account information, and order checks and debit cards.
• Maintains cash drawer, processes member transactions, and handles wire transactions.
• Provides assistance to members with closing accounts, processing quick cash loans, and setting up payroll distributions.
• Addresses member inquiries, resolves account discrepancies and complaints, and provides exceptional customer service.
• Performs other duties as assigned.

Education

• Required: High School Diploma or equivalent

Experience

• Required: 5 years