Member Service Specialist Bilingual - Silver Spring, United States - SkyPoint Federal Credit Union

SkyPoint Federal Credit Union

Verified Company

Silver Spring, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

About Us:

SkyPoint Federal Credit Union makes banking simple and accessible. A community-based financial institution, located in Montgomery County, Maryland, SkyPoint serves our members in the greater Washington D.C.

metro region with a wide array of financial services, supported by technology, and offers great value, affordable fees, and rates through our member-owned structure.

The only designated Community Development Financial Institution (CDFI) credit union in Montgomery County, SkyPoint helps our members and the community gain access to the financial services needed to prosper.

Through our inclusive, expert, and compassionate team, we focus on removing banking complexities, and building empowering relationships with our members to help you achieve your financial goals with simple and accessible banking solutions.

General Responsibilities:

MSS-I is responsible for performing branch functions including, but not limited to, processing transaction requests in an accurate and timely manner.

Account opening, membership maintenance while focusing on member relationships, creating member loyalty, and growing our membership are key responsibilities. MSS-I consistently works towards assisting all members and potential members in understanding and utilizing credit union products and services. MSS-I must adhere to set policies and procedures including safeguarding sensitive member information and compliance/regulations. MSS-I represents the credit union in events; exceptional service, professional and positive demeanor are essential for this position.

Member Services

Give prompt, efficient, and accurate service; processes all member transaction
Open new membership and performs maintenance on accounts including IRAs and business accounts.
Council and educate members on financial matters and available products/services offered.
Use tack and experiencebased knowledge to research and resolve member inquiries with professionalism.
Provide member technical assistance for online, mobile & telephone banking, Bill Payment, and other eServices.
Float to support other Branches as needed.

Sales/Referrals

Conduct credit analysis for possible cross sell
Crosssell products and services based on member needs.
Interview members for potential loan applicants and initiates
Use CRM software to track referrals, member follow up and sales performance goals.

Administrative Duties