Member Service Center Specialist I part-time

Apple Federal Credit Union
Fairfax, VA
May 15, 2017
May 23, 2017
Accountant, IT
Full Time
General Summary:Undergeneral supervision, but following established policies and procedures, assistsmembers via telephone on matters pertaining to their accounts, includingbalance inquiries, transfer of funds and consumer loan applications. Responsible for compiling and processing loandata. Inputs data using PC. Answers questions concerning servicesprovided by the credit union from members and staff. Must possess excellent interpersonalcommunication skills and the ability to represent the credit union in acourteous, professional manner.Responsibilities:Representsthe credit union to the member by telephone in a courteous, professionalmanner. Provides prompt, efficient andaccurate service in the processing of all transactions, such as withdrawals,transfer of funds, requests for account information, etc. Providesinformation to members via telephone on loan options, rates, terms andcollateral requirements. Informs membersof necessary information required to complete loan applications. Completes loanrequests by telephone and prepares for review by Loan Officer. Prepares loan documentation for approvedloans in accordance with established procedures. Processes approved loans, reviewsdocumentation, inputs information.Performsa variety of loan support duties which require knowledge of such departmentalprocedures as calculating cash disbursed figures and debt ratios, verifyingpayroll deduction forms, processing loan payment change forms and issuing loansas directed by Team Leader.Receivesand handles all calls regarding member accounts. Provides accurate information to membersregarding credit union services, products, policies and procedures. Advises members of federal regulationsapplicable to these policies and procedures. Resolves member complaints and corrects errors.Opensnew accounts, explaining options, such as single and joint ownership forsavings and checking, gathers required information, and prepares necessarypaperwork for members to process new account.Researchesand investigates member inquiries.Maintainsand updates member records as required.Cross-sellscredit union products and services to members.Remainscognizant of and adheres to credit union policies and procedures, andregulations pertaining to the Bank Secrecy Act.Performother administrative and telephone processing duties as assigned by the TeamLeader or the Director of Call Center Operations.Qualifications-all required unless otherwisenoted:High school diploma or equivalent(GED). Minimum two years financialinstitution experience preferred. Previous teller, lending, ormember/customer service experience preferred. Strong service orientation required.Excellent interpersonal communication skills as well as analytical and problemsolving skills. Ability to learn and cross-sellcredit union products and services. Extensive telephone contact. Attention to detail. Previous telephone sales/serviceexperience preferred. PC proficient including MicrosoftWord/Windows. Ability to function in a financialinstitution branch environment and utilize standard office equipment includingbut not limited to: PC, fax, copier, telephone,etc.Satisfactory credit andbackground. Hours: Monday 9:30 - 6 pm (closing) Tuesday 9:30 - 6 pm (closing) Friday 9:30 - 6 pm (closing) Two Saturdays a month. 9 am - 12 pm(closing)

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