MEMBER SERVICE SPECIALIST III TW
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POINT BREEZE CREDIT UNION GROUP
VT
Summary
The Member Service Specialist is responsible for performing teller duties, opening complex accounts, and processing loans while delivering sales and service excellence. They must also ensure compliance with credit union regulations and Bank Secrecy Act guidelines.
Job Description
Job DetailsJob Location: Towson Office - Baltimore, MD 21286Education Level: High SchoolSalary Range: $21.00 - $24.00 HourlyJob Category: BankingPoint Breeze Credit Union is currently seeking a Member Service Specialist to join our Towson office!
Point Breeze Credit Union offers easy, reliable banking by helping our members save time and money. This starts with a dedicated and engaged team of employees who have a shared passion for helping each other and our members. As employees of Point Breeze Credit Union, we follow the Rules of the Road: Deliver Quality and Value, Focus Our Efforts, Participate and Be Candid, Take Responsibility, and Be Kind.
Essential functions in the Member Service Specialist role are:
Must have the ability to perform all duties associated with the Member Service Specialist I and Member Service Specialist II positions, including but not limited to all teller duties as well as new account functions
Deliver sales and service excellence through increased cross selling opportunities for additional products and services to include debt protection coverage on loans. Must be able to demonstrate product knowledge, recognize opportunities and overcome objections while recommending products and services that will improve the members financial lives.
Responsible for opening complex (trust, estate, guardianship and representative payee) and business accounts. Must be able to clearly present, explain and maintain these accounts and the service terms and conditions to meet all compliance requirements.
Must have knowledge of all essential procedures to obtain required documentation to complete loan interview process
Ability to complete loan process, including but not limited to application processing, preparing and completing necessary documents, and administering loan disbursement upon approval
Must be able to answer and perform general loan inquires, including but not limited to calculating payoff statements, updating payment information and adjusting debt protection products
Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained and as appropriate for the position
Perform other office operations related duties as assigned by the Office Manager or authorized party
Must have the ability to travel between credit union branches as assigned
The role of Member Service Specialist encompasses pay grades 5 through 7. Incumbents are placed within a specific range based on experience. (starting rate $21 per hour, up to $24 per hour based on experience).
QualificationsQualified candidates will have:
High school diploma or GED
Minimum of 1 - 3 years of similar or related experience that aligns with MSS I and MSS II skill sets (Teller and New Accounts)
Strong interpersonal and customer service skills
Enthusiastic and outgoing personality
Excellent attention to detail and accuracy skills
Effective written and verbal communication abilities
Point Breeze Credit Union offers easy, reliable banking by helping you save time and money. We put our members first and endeavor to make your life easier through friendly, convenient service that makes banking feel less like a chore.
As a Point Breeze member, you can expect a warm welcome and a hassle-free experience. Our members see us as a trusted friend who looks out for them. They trust us because we have a genuine desire to provide them with fast, easy solutions to help them better manage and protect their money.
If you work, worship, volunteer or participate with an organization located within 20 miles of any Point Breeze Credit Union office, you and your immediate family are eligible to join.
Point Breeze offers consumer and business checking, savings and loan services. Federally Insured by NCUA. Equal Housing Opportunity. For more information, please visit www.pbcu.com.
Founded
1935
Company size
51-200 employees
Industry
Banking
Org type
Nonprofit
Headquarters
Hunt Valley, MD
Point Breeze Credit Union offers easy, reliable banking by helping you save time and money. We put our members first and endeavor to make your life easier through friendly, convenient service that makes banking feel less like a chore.
As a Point Breeze member, you can expect a warm welcome and a hassle-free experience. Our members see us as a trusted friend who looks out for them. They trust us because we have a genuine desire to provide them with fast, easy solutions to help them better manage and protect their money.
If you work, worship, volunteer or participate with an organization located within 20 miles of any Point Breeze Credit Union office, you and your immediate family are eligible to join.
Point Breeze offers consumer and business checking, savings and loan services. Federally Insured by NCUA. Equal Housing Opportunity. For more information, please visit www.pbcu.com.
Founded
1935
Company size
51-200 employees
Industry
Banking
Org type
Nonprofit
Headquarters
Hunt Valley, MD