Member Service Specialist

Experience the difference - come join us!

Looking for a career that is both challenging and rewarding? Join the Fort Bragg Federal Credit Union team! We're a growing organization where our loyal members and exceptional employees make a difference each day.

Fort Bragg Federal Credit Union offers unique opportunities, challenges and personal rewards through financial and other professional employment. Our team of dedicated financial professionals demonstrate our core values of Trust, Commitment and Integrity every day through the work we do and the service we provide our loyal membership.

Fort Bragg Federal Credit Union offers competitive salaries, comprehensive benefits and advancement potential in an atmosphere that is positive, supportive and professional. Come join us, and experience the difference a job with Fort Bragg Federal Credit Union offers!

Fort Bragg Federal Credit Union is an Equal Opportunity Employer. Applicants have rights under Federal Employment Laws.

Highly competitive compensation package offered

Purpose :

Conducts in-depth interviews with all levels of present and potential members in regard to the savings, investment and loan products along with other account services offered by the Credit Union. When assigned to the Call Center performing the job description utilizing the telephone to serve members both in the membership and lending areas and in answering inquiries and other telephone requests. Must be able to work in a fast paced environment and work flexible hours.

Primary Duties and Responsibilities :

• Interviews members and potential members regarding all Credit Union products and services, Member eligibility, benefits and responsibilities. Provides information on deposit and loan products and matches product solutions to meet member need. Originates and close loan applications with Loan Officer Approval.
• Explains the terms and conditions of deposit and loan products to the applicant(s) obtaining all applicable signatures on all required documents. Verifies that loan disclosures are correct and all pertinent paperwork is in place and properly executed before disbursing funds to the member and / or on behalf of the member.
• Required to be completely familiar with and maintain detailed knowledge of the policies, products and services offered by the Credit Union.
• Responsible for cash and checks received, ensuring accountability for posting, balancing and preparation of items for deposit to the vault clearing. Responsible for reporting any and all outages to the supervisor.
• Interviews, determines eligibility and assists members in regards to share and share draft information, Term Share, IRA, and Utility Deposit Waiver Program information and applications. Uses judgment in making procedural changes relating to member's accounts.
• Must have a working knowledge of the overall Credit Union operations including computer system and usage.
• Participate in meeting the goals and objectives set by the Board of Directors annually as well as meeting departmental goals.
• Responsible for inputting IRA documents in Ascensus IRA direct system for pending approval and scan documents in Laserfiche.
• Assists members in the reconciliation of their accounts, issues stop payment notices, and other exception items. Monitors overdraft reports and determines if overdrawn accounts can be collected. Makes necessary transfers from accounts.
• Performs monetary transactions both internally from account to account and from institution to institution.
• Maintain proper security over applications being processed and funds being disbursed.
• Loan documents must be scanned into Laserfiche within one week from closing. Train other personnel in the department to complete the same assigned task.

Other Duties and Responsibilities :

Minimum Qualifications :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum level of knowledge, skills and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Training :

Prior Experience :

Interpersonal Skills :

Courtesy, tact and diplomacy are essential elements of the job. Work involves much personal contact with others inside and / or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Special Skills and Abilities :

Physical Demands :

Working Conditions :

Minimal adverse working conditions. Some fluctuations in temperature experienced in office setting. May need to work beyond normal working hours, pending organization needs.

Disclaimer :

The information provided in this description has been designed to indicate the general nature and level of work performed by incumbents within this job. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications and working conditions required of employees assigned to this job. Fort Liberty Federal Credit Union believes the essential functions of the job are included in this description. Management has discretion to add or modify duties of the job and to designate other functions as essential at any time.

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