Job Description
MEMBER SERVICE OFFICER
Role
Assist members with opening a wide variety of products and services. Advise as to how best utilize company products and services in order to meet personal financial goals and provide the highest quality customer service.
Major Duties and Responsibilities
Open various new accounts, process necessary information and educate the members as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
Assist members with opening share certificates and educate as to penalties, earnings, etc.
Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
Set up auto transfers and sign up members for ACH transfers and wires
Assist with wide variety of member services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc
Provide backup to tellers upon request
Use every member contact as an opportunity to advise member about additional services or programs that might benefit them.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. 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 whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. 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 stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.
Job Type: Full-time
Pay: $16.50 - $21.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Education:
Experience:
- member services: 2 years (Required)
- Financial services: 1 year (Preferred)
Work Location: In person
