Member Service Specialist Job Description Template
Our company is looking for a Member Service Specialist to join our team.
Responsibilities:
- Open deposit and loan accounts and service existing accounts;
- Provide efficient support and service to members via chat, phone, text, and email;
- Promotes services consistent with the credit union sales culture;
- Follow all credit union policies and procedures for customer identification and all BSA requirements;
- Process personal lines of credit for overdraft protection and/or Visa applications;
- Respond to members’ requests, problems and complaints, and/or direct them to the proper person for specific information and assistance;
- Educate shoppers about the features and benefits of membership that are aligned with their needs so that they maintain their annual membership;
- Collect and communicate customer insights to the rest of the business to help improve Thrive Market’s offerings;
- Cross-sell and advise our members of the products that would best suits their needs.
Requirements:
- Bachelor’s degree preferred;
- Phenomenal listener who can recognize cues from customers over phone and chat;
- Have excellent written, verbal, and interpersonal skills;
- Creative and analytical problem solver;
- Authentic care for the well-being of Thrive Market members;
- You sold something in the past, enjoyed it, and want to do it again;
- Receptive to performance feedback and quick to put it into action;
- You are passionate about health and wellness;
- You know your way around Google Apps and have experience with Customer Relationship Management tools;
- Ability to self-manage productivity and self-assess performance;
- Minimum 6 months previous Credit Union/banking experience required;
- Lending experience;
- A minimum education of high school diploma or GED.