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Member Service Specialist II - Southfield

Vibe Credit Union
Southfield, United Statesfull_timeVerifiedPosted 23 Dec 2024

About the role

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, 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, underwrite, and disburse loan requests for Quick Cash loans, 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

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Company

Vibe Credit Union

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