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Member Services Specialist

Company: Nutmeg State Financial Credit Union
Location: New Britain
Posted on: January 16, 2022

Job Description:

About Us:Nutmeg State Financial Credit Union (NSFCU) is a values-driven organization committed to intentional actions and investments to "be the change" in our community. We believe prosperity for all people is possible when the people, businesses and municipalities that define a community are interconnected through meaningful social and economic relationships, ensuring inclusive and equitable access to resources. We're on a mission to create multi-generational prosperity throughout the Connecticut community through education, collaboration and the support of local commerce. We're looking for self-motivated people who believe choices matter and want to apply their talents for the collective good. Embracing our roots as a steward of the financial cooperative movement, we are making deliberate and innovative investments in our people, products and partnerships to create prosperity for all in the Connecticut community. If you believe that the people in our community deserve better, we invite you to join us.

Position Description: The primary purpose of this position is to assist Nutmeg State Financial Credit Union in living out its service mission, "making a positive difference in our members' lives." To achieve this goal the employee must provide outstanding service to both internal and external members. A key component of this service is to provide our members with superior service in every transaction. As a Member Service Specialist, you are the most frequently seen face of the credit union. In fact, members may think of you when they think of Nutmeg, making your job one of the most important. The MSS is the front-line contact for new and existing members; provides exceptional member service to account inquiries. Incumbent must possess excellent customer service, organizational, communication, technical, and sales skills. In addition, effective communication with prospective and current members is required to represent Nutmeg State FCU in a positive and professional manner.
Essential Functions:

  • Delivers outstanding service to both internal and external members that meets or exceeds our Service Values.
  • Responsible for performing a broad variety of member services such as opening and closing new and existing accounts, renewing certificate accounts, Cross-selling consumer loans and assisting Members with bookkeeping and checking account problems.
  • Performs all platform teller functions which includes; cash deposits and withdrawals, check deposits and withdrawals, money order sales, travelers check sales, cashier's check sales, and record night/mail deposits.
  • Actively cross-sells Nutmeg's products and services by answering inquiries; informs members of new services and promotions; determines the members' needs.
  • Resolves member requests and questions promptly, courteously, and professionally.
  • Performs file maintenance and account changes as necessary.
  • Provides an excellent member experience by relating well to the member, proactively selling products and services that benefit the member, thinking and exercising sound judgment, and acting responsibly in the member's and the Credit Union's best interests.
  • Accurately performs financial transactions and member inquiries in an accurate and timely manner.
  • Continues to improve individual level of competency through training and certification in established training programs.
  • Performs various teller transactions, as needed, by the branch.
  • Actively refers Nutmeg's loan products.
  • Maintains an up-to-date status of all sales support and processing activity with routine reporting to the branch manager.
  • Assists members calling main office with requests for general information on credit union programs, products, services, rates.
  • Complies with all Bank Secrecy Act (BSA) regulations and standards, and attends training as required.
    Responsibilities listed reflect general responsibilities of this position and are not to be construed as an exhaustive list of all duties. Other duties may be performed as needed. Qualifications:
    • Associates Degree preferred or equivalent work experience.
    • 1 - 3 years of experience in a sales/customer service environment.
    • Previous experience handling heavy cash transactions or a teller in a retail/sales/customer service environment.
    • Prior experience in a financial/banking institution preferred.
    • Ability to work well independently, as well as in a team-oriented environment.
    • Strong organizational skills and attention to detail.
    • Effective communication and presentation skills.
    • Proficient with Microsoft office applications.
    • Good understanding of member services and Nutmeg's products.
    • Ability to use manual and automated office equipment with business efficiency.
    • Ability to effectively communicate (written and oral) with other employees and outside entities.
    • Intellectual ability to learn all tasks related to reaching maximum proficiency in this position.Physical Demands:
      • Must be able to lift up to 10 pounds.
      • Requires standing and/or sitting for an extended period of time.
      • Travel required between various CT branch locations as needed.

Keywords: Nutmeg State Financial Credit Union, New Britain , Member Services Specialist, Other , New Britain, Connecticut

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