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MEMBER SOLUTIONS SPECIALIST

Cone Health

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
Cone Health
Vacancy posted 1 day ago
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