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Careers
| Location: Riva Ridge Loop, Fort Drum, NY |
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| Regional Member Service Specialist II |
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| Purpose |
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Concentrate on the implementation of the Financial Center Service Concept (24/7, easy, convenient) by educating the members on all the technology available to them through our 24/7 delivery channels. Facilitate in the migration from manual to automated transactions. Take all necessary steps to ensure that the kiosk network is operational 99% of the time. While providing excellent member service, performing financial transactions, promoting and selling products and services based on member needs.
As part of an advance hire pool, you will be assigned a “home” financial center and be available to work in any of the other financial centers in your region.
Encouraged to be willing and able to apply into openings in the financial centers as they occur. |
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| Roles & Responsibilities |
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**Will rotate coverage as needed at the following Financial Center Locations: Fort Drum, Watertown & Lowville.** |
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- Support AmeriCU’s Vision, Mission and Values.
- Greets members immediately in a professional and enthusiastic manner, identify needs and refer to appropriate member service staff as needed.
- Looks for opportunities to refer AmeriCU products and services, and to build and expand member relationships.
- Must meet or exceed minimum referral goals to support the Balanced Score Card KPI’s. Convenience referrals, kiosk goals, mystery shops.
- Complete all sales/referral activity documentation to provide a record for performance tracking and assist in targeting future sales efforts.
- Actively promote the self serve technology at the financial center to decrease manual transactions and increase automated transaction to support the financial center service concept.
- Operates the remote teller system to dispense a variety of services, including but not limited to large and multiple check deposits/withdrawals, mortgage payments, inquiries, check cashing, credit card advances and payments, purchase of money orders and travelers checks and savings bonds.
- Performs servicing and account file maintenance activities such as additional account or share opening, ACH and draft stop payments, VISA Check Card disputes, Member Privilege Program inquiries, address changes, notary, check orders, ordering VCC, VCC Pin changes, payroll distributions, telelink, direct deposit, preference access record creations, home banking, multifactor authentication resolutions, CD renewals, Research requests, auto transfer record.
- May open savings, checking, money market and Certificates of Deposit accounts.
- Ensure that all transactions are performed correctly with care and competent service to each member.
- Educate, encourage and sell members on the use of alternative delivery channels, including BNA ATM’s, Kiosks, bill payment, telephone and on-line Banking.
- Follows dual control procedures in order to maintain proper security and surveillance over work station and cash drawer. Able to execute proper security procedures during robberies, forgeries or other suspicious or dangerous situations.
- Prepares daily reports such as daily recap, traveler’s checks and credit card advance report. Processes TT & L payments.
- Performs daily and weekly Kiosk, Quick Change machine balancing.
- Responsible for first line response for all kiosks at the financial center. Responsible for minimizing down time.
- May be responsible for making weekly cash order recommendation to the Financial Center Manager.
- Represent the credit union in community organizations and activities to enhance the credit union’s image and promote and develop business.
- Obtain Notary Public within one year of accepting MSS II position.
- Successfully complete Principles of Banking course within one year of hire.
- Completes all annual security and compliance training as defined by Compliance Risk/Management Officer as well as outside seminars, workshops, etc.
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| Reports To |
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This position reports directly to the Financial Center Manager of assigned location. May take direction from Regional Manager for work location assignments. |
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| Qualifications |
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- Associates Degree in a business, finance or related field or equivalent work experience.
- Two years minimum of member service experience and/or sales background. Must project a professional image.
- Must have a strong desire to work in a team environment.
- Must have reliable transportation and be willing and able to cover other financial centers within the assigned region and other regions of the credit union as needed. Proper mileage reimbursement will apply as well as travel time to distant financial centers.
- Effective customer service and problem resolution skills and the ability to maintain a high level of quality of member service standards.
- Proficient in Microsoft Word, Excel and other PC applications.
- Strong service, communication (oral and written), cross-selling and analytical skill.
- Bilingual Preferred.
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This position is Part Time 30-39 Hours
Visa sponsorship is not available for this position. |
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