Member Service Specialist

Member Service Specialist

We are excited to invite passionate individuals to join our team, where you will embark on a rewarding career journey filled with growth, support, and the opportunity to make a meaningful impact on our members and the community we serve. Our core values—authenticity, boldness, collaboration, dignity, and empathy—guide everything we do and foster an inclusive culture that prioritizes teamwork and innovation.

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience.

Job Overview: This position delivers exceptional member service by meeting members' needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including processing transactions, resolve member concerns, follow proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of "people helping people" and objectives.

What you'll do:

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Identifies, refers or originates all products and services offered by the credit union.
• Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
• Processes cash orders with management oversight, completes wire transactions, and check 21.
• Responds and resolves members' requests, concerns, and complaints, and/or directs the member to the proper person/department for assistance.
• Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
• Assists management with certifications, key assignments, and balancing the vault.
• Records detailed notes to document member interactions, complex situations, and transactions to minimize lapses in employee communication or member service.
• Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• Takes a proactive approach to learning new credit union systems and processes.
• Maintains a professional image and engages as a positive team member.
• Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• All other duties as assigned.

When you'll be working: Monday-Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Full-time 40 Hours a week.

Qualifications:

• A minimum of one (1) year of experience interaction with customers and cash handling or an equivalent role or work experience.
• Must be able to be NMLS (Nationwide Multistate Licensing System) and Notary Certified.

Bonus points if you have: Experience in financial services industry is preferred.

What you'll bring:

• Ability to perform in an environment with frequent changes and competing demands.
• Open to feedback and respond with professionalism and dignity delivering information to members and co-workers.
• Ability to continuously learn and maintain knowledge of credit union system's, processes, and compliance requirements.
• Ability to learn how to timely problem solve and make decisions relevant to role and experience.
• Ability to embrace and promote a positive, collaborative work environment.
• Ability to role model our core values.
• Maintain confidentiality with minimal supervision.

Total Rewards: This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.