Member Care Specialist

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Member Care Specialist 2 (MCS2) opportunity with an established Credit Union for their downtown Tampa, FL, location.

The Schedule for this position is:
Monday - Thursday 8:45 AM - 5:15 PM
Friday 8:45 - 6:00 PM
1 Saturday per month 9:00 AM - 12:00 PM

What is the Length of the assignment: Long-term, temporary to hire

JOB Summary: 

Serves as liaison between the member and the Credit Union. Responsible for providing account information, opening new accounts, and professionally handling members' daily credit union needs. Provides a variety of transaction services to members.

DUTIES AND RESPONSIBILITIES:

• Represent the credit union to members courteously and professionally, and provide prompt, efficient, and accurate service in the processing of transactions.
• Perform routine transactions, including but not limited to opening accounts, processing check and ATM card orders, issuing temporary checks, processing deposits, withdrawals, loan payments, and transfers; accepting and processing loan applications.
• Provide in person, and by telephone, information concerning credit union products, services & policies.
• Cross-sell other products/services to members.
• Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
• Open new accounts, certificates of deposit, IRAs, and service existing accounts. Prepare all required documentation, and provide members with all necessary related account information.
• Promote team participation in accomplishing departmental and organizational goals.
• Demonstrate flexibility in meeting member, co-worker and credit union needs.
• Provide backup assistance in all operational areas as needed. (Teller Services, etc.)
• Handle requests from members for stop payments, transfers, share withdrawals, check requests, line of credit advances, and any other request received from members.
• Research and resolve member account questions/problems (i.e., deposit, withdrawal, and loan payment discrepancies, overdrafts, charges, fees, transfers, etc.).
• Assist members in balancing their accounts, as needed.
• Trace source documents and other records as needed by members (copies of cleared share drafts, statements, etc.).
• Assist members with proper completion of payroll deduction and direct deposit forms. Input necessary information into various systems. Forward proper documents to respective payroll departments. Set up payroll distribution amounts on system.
• Back-up to the Teller area.
• Perform other duties as assigned to include working member service front desk.

Required qualifications for the position include :

• 1-2 years of experience working for a Credit Union or Bank.
• Excellent communication skills.

Preferred qualifications for the position include :

• Teller or Cash handling experience.

Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.