Member Service Consultant
Company: Spectra Credit Union
Posted on: May 16, 2022
**Proof of COVID-19 vaccine is required for employment at
Spectra Credit Union**
The primary function of this role is to accurately process
financial transactions and be an effective source of information
for members. Provide friendly, professional, confidential and
effective assistance in lobby, drive-thru window or by telephone.
Ensure a positive member experience and minimum wait time.
Major Duties and Responsibilities
50% - Member Service . Establish and maintain effective member
relations; promote credit union products and services by
identifying member needs and cross-selling benefits. Assist members
with opening and closing accounts, answer questions about products
and services and make referrals. Maintain high lobby awareness and
take responsibility for member coverage on the line. Create and
maintain a clean, neat pleasant work environment by presenting a
professional look, positive outlook and behavior toward members and
coworkers. Provide backup assistance to coworkers and other
branches as needed.
50% - Operations . Demonstrate efficiency with financial
transactions for checking, savings and borrowing members. Receive
funds, post transactions, and withdrawals as requested. Balance
teller cash drawer daily to assure accuracy in transactions, notify
manager regarding any outages. Assists in various opening and
closing branch duties on a daily basis. Serve as vault teller for
the Credit Union, which includes ordering the cash from the Federal
Reserve, verifying cash received, filling teller cash orders,
maintaining full vault security, and balancing vault cash nightly.
Balance and maintain ATMs. Trouble-shoot minor problems with ATMs
and/or cash recyclers. Performs other duties as assigned by the
Manager or designee.
Must comply with applicable laws and regulation, including but not
limited to, the Bank Secrecy Act, the USA PATRIOT Act, the Office
of Foreign Assets Control, and the SAFE Act.
Knowledge and Skills
Six months to two years of similar or related experience, including
time spent in preparatory positions.
A high school degree or GED is required. Bi-lingual fluency in
Spanish is preferred.
A significant level of trust and diplomacy is required to be an
effective subject matter expert in the position. In depth
dialogues, conversations and explanations with members, and staff
of a sensitive and/or highly confidential nature is a normal part
of the day-to-day experience. Communications can involve
motivating, influencing, education and/or advising others on
matters of significance.
Excellent telephone manners and techniques, effective oral and
written communication skills, ability to research and resolve
problems before they become critical, knowledge of member services,
loan policies, and procedures, knowledge of IRA applications,
withdrawals, rollovers and transfers, demonstrated ability to
identify member needs and sell benefits, ability to work
independently within the limits of policy and authority, knowledge
and proficient use of computer applications to include spreadsheet
and word processing programs, demonstrated ability to provide
courteous, professional service in a high-volume environment.
Is able to bend, sit, and stand in order to perform primarily
sedentary work with limited physical exertion and occasional
lifting of up to 10 lbs. Must be capable of climbing / descending
stairs in an emergency situation. Must be able to operate routine
office equipment including computer terminals and keyboards,
telephones, copiers, facsimiles, and calculators. Must be able to
routinely perform work on computer for an average of 6-8 hours per
day, when necessary. Must be able to work extended hours or travel
off site whenever required or requested by management. Must be
capable of regular, reliable and timely attendance.
Must be able to routinely perform work indoors in
climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited
supervision and work effectively either on own or as part of a
team. Must be able to read and carry out various written
instructions and follow oral instructions. Must be able to complete
basic mathematical calculations, spell accurately, and understand
computer basics. Must be able to speak clearly and deliver
information in a logical and understandable sequence. Must be
capable of dealing calmly and professionally with numerous
different personalities from diverse cultures at various levels
within and outside of the organization and demonstrate highest
levels of customer service and discretion when dealing with the
public. Must be able to perform responsibilities with composure
under the stress of deadlines/requirements for extreme accuracy and
quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on both
internal and external confidential matters.
Internal - Grade 7
Keywords: Spectra Credit Union, Alexandria , Member Service Consultant, Professions , Alexandria, Virginia
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