Personal Relationship Banker

Member Specialist

Position Summary : The Member Specialist is responsible for providing transactional and informational services to credit union members while achieving sales goals.

Position Responsibilities :

• Provide exceptional member service.
• Actively look for referral opportunities.
• Complete member deposit, withdrawal, payment, cash checking, and cash advance requests.
• Assisting members and potential members with opening and servicing products and services.
• Maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification.
• Maintain appropriate cash drawer / recycling supply.
• Verify and balance currency, coin, and checks in cash drawer at end of shift.
• Process daily mail, night depository, and ATM.
• Order and re-order checks and check cards for members.
• Enroll / modify payroll allocations and ACH per member request.
• Comply with all aspects of BSA / AML and OFAC regulations as related to position.
• Yearly completion of all on-line compliance training as defined by Management.
• Attend required sales, services, and department training classes to enhance skill level.
• Demonstrate the Credit Union's philosophy in all interactions and adhere to Patch Values with members, prospective members, and team members.
• Foster and maintain an atmosphere of solutions, innovation, and continuous improvement.
• Additional duties as assigned.

Qualifications :

Key Competencies :

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability or veteran status.