Member Support Specialist - Cary, United States - FIRST FLIGHT FEDERAL CU

FIRST FLIGHT FEDERAL CU Cary, United States

3 weeks ago

Description

Job Description

Job DescriptionSUMMARY:

This position is primarily responsible for serving as the main point of contact for members contacting the Credit Union regarding financial services and products, deposit and loan account maintenance and online banking support. This position is also responsible for assisting with various back office operation duties.

Position will be considered Remote after a suitable training period is completed to management satisfaction. Remote employees may be called into branch locations at any time for operational/business purposes.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Core duties and responsibilities include the following. Other duties may be assigned.

Accept inbound calls and online chats from members.
Research and troubleshoot member inquiries in a professional, courteous and timely manner.
Perform account transactions and maintenance according to member requests and Credit Union policies and procedures.
Assist in various back office operations tasks such as processing online account applications, reviewing mobile deposits, responding to asset verification requests and maintaining account classifications.
Process loan payments received by mail, phone and online.
Cross-sells appropriate product via the telephone.
Creates and updates procedures and monitors for accuracy on an ongoing basis.
Collect and scan appropriate paperwork and account documents as needed and in accordance with the Credit Union's record retention policy.
Serve as back-up to coworkers when needed.
Other duties as assigned.

SUPERVISORY RESPONSIBILITIES:

This job has no supervisory responsibilities.

BUSINESS RELATED CONTACTS:

All members who contact the credit union, Operations department, Lending department, Accounting department, Retail branches.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

Associate's degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

MATHEMATICAL SKILLS:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY:

Intermediate Skills: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

COMPUTER SKILLS:

To perform this job successfully, an individual should have knowledge of Word Processing Software, Internet Software, and Spreadsheet Software.

OTHER SKILLS AND ABILITIES:

Ability to type and operate a computer and utilize other office equipment

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an Employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger , handle, feel and reach with hands and arms. The special vision requirements for this position include: Close vision (clear vision at 20 inches or less); Ability to adjust focus (ability to adjust the eye to bring an object into sharp focus).

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