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Family Trust Federal Credit Union · 23 hours ago

Member Service Consultant I

Rock Hill, South Carolina, United States

Full-time

Onsite

New Grad, Entry Level

Family Trust Federal Credit Union is seeking a Member Service Consultant I to assist members in a professional and courteous manner. The role involves processing financial transactions, educating members on products and services, and maintaining accurate records.

CreditFinancial ServicesNon Profit

Responsibilities

Expeditiously greet members in a courteous and professional manner and provide routine information concerning services

Accurately receive and process member financial transactions, including deposits, withdrawals, and loan payments; sell negotiable instruments; transfer amounts from member accounts as directed and maintain member records

Educate and cross-offer credit union products/services that most benefit the individual member. Maintain a standard referral rate set forth by credit union business plan

Balance cash drawer and daily transactions to maintain required 90% balancing ratio set forth by credit union business plan

Perform a variety of miscellaneous tasks including but not limited to monthly reports and computer input

Perform other duties as assigned

Qualification

Customer serviceCash handlingComputer skillsAttention to detailMulti-taskingSales opportunitiesTeam orientedCommunication skillsInitiativeAdaptability

Required

Assist members in a professional, friendly, and courteous manner while accurately processing transactions involving the receipt and disbursement of funds, both cash and checks resulting in proper daily balancing

Expeditiously greet members in a courteous and professional manner and provide routine information concerning services

Educate and cross-offer credit union products/services that most benefit the individual member

Maintain a standard referral rate set forth by credit union business plan

Balance cash drawer and daily transactions to maintain required 90% balancing ratio set forth by credit union business plan

Perform a variety of miscellaneous tasks including but not limited to monthly reports and computer input

Perform other duties as assigned

Maintain privacy of member account information

Provide courteous, professional, personal service to all internal and external members

Accurately balance cash drawer each day

Strive for posting accuracy to be measured in employee performance evaluations

Troubleshoot and resolve member and internal inquiries in a timely, courteous and accurate manner

Complete required annual training and adhere to all security procedures and regulatory guidelines included in Regulation CC, Bank Secrecy Act and IT Security

Knowledgeable of various accounts and services to consult with members, cross-offer other services and refer members to the proper staff person as needed

Participate in continuing education through training programs as assigned

Courtesy, tact, and diplomacy are essential elements of the job

Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion

Strong listening, verbal and written communication and technology skills are required

Good computer and keyboarding skills

Attentiveness to detail in dealing with numbers and names

Ability to multi-task, adjust to change, and to make decisions which are consistent with credit union policy, but have the ability to use discernment and good judgment when making exceptions without compromising our mission and core values

Ability to recognize and act upon sales opportunities

Initiative

A strong commitment to continued education

Remain calm in high activity conditions, team oriented

Ability to lift 25 pounds