Member Service Specialist II

Location: Yorkville, NY 13495


Employment Type: Full TimeClick here to view full job description

Job Description Summary:

Do you have what it takes to provide excellent member service through performing teller type and other financial transactions, promoting and selling products and services based on member needs? AmeriCU has the position for you!

Some Roles and Responsibilities Include:

  • Look for opportunities to sell or refer AmeriCU products and services, and to build and expand member relationships, using selling techniques.
  • Meet or exceed referral goals to support the Balanced Score Card.
  • Complete all sales/referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
  • Actively promote self-serve technology at the Financial Center to decrease manual transactions and increase automated transaction to support the Financial Center service concept
  • Educate, encourage and sell members on the use of alternative delivery channels, including BNA ATM’s, kiosks, bill payment, bank to bank, telephone and on-line banking
  • Perform servicing and account file maintenance activities such as, ACH and draft stop payments, Member Privilege Program inquiries, address changes, check orders, ordering VCC, VCC Pin changes, payroll distributions, TeleLink, direct deposit, preference access record creations, home banking, CD renewals, research requests, and auto transfer record. Research and submit loan change request forms, loan payment corrections, resolve issues, and enter into Synapsys.

Qualifications:

  • Associates Degree in a related field or equivalent work experience.
  • Two year minimum of member service experience and/or sales background, Must project a professional image.
  • Must have a strong desire to work in a team environment and willingness to cover other areas of the credit union as needed.
  • Effective customer service and problem resolution skills and the ability to maintain a high level of quality of member service standards
  • Proficient in Microsoft Word, Excel and other PC applications.
  • Strong service, communication (oral and written), cross-selling and analytical skill.
  • Bilingual Preferred
  • Ability to adapt to a flexible schedule.  Must be able to work Saturdays.