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Member Specialist - LA CROSSE, WI,

Job Information

Job Order ID :
WI3663804
# of Positions :
1
Minimum Education Level :
High School Diploma/GED
Experience Required :
Training :
High School Diploma/GED Equivalent
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Job Details Job Location La Crosse, WI-South Ave
Branch - La Crosse, WI Position Type Full Time Description POSITION
SUMMARY The Member Specialist is responsible for providing transactional
and informational services to credit union members while achieving sales
goals. POSITION RESPONSIBILITIES General 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. Always 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 EDUCATION AND EXPERIENCE Must be bondable. High
school diploma or equivalency required. Three (3) to six (6) months
related experience. Prior sales experience helpful, preferable in a
financial capacity. Saturday hours are required on a rotating basis. KEY
COMPETENCIES Able to read and interpret policy and procedures. Friendly,
enthusiastic, and team oriented. Learn and know current Member Service
operating system. Learn and know product offerings, stay abreast of new
products and services. Use effective written and verbal skills. Ability
and willingness to look for opportunities to refer additional products
and services to our existing members. Ability to enter data and update
member financial records accurately and efficiently via computer
terminal. Know basic computer skills, including use of standard
keyboard, mouse, and common software packages. Accurate math skills,
ability to calculate figures and amounts such as cash denominations.
Ability to use or able to learn to use basic 10-key calculator. Comply
with all Federal and Credit Union regulations as related to position.
Prompt attendance during all scheduled shifts and required meetings.
Work at\... For full info follow application link. 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 \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/5F712399FE0845C5

Company Information

Name :
VERVE, A CREDIT UNION

Application Information

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