What are the responsibilities and job description for the Member Service Specialist position at First Florida Credit Union?
Member Service Specialist - Tallahassee, FL Region
This position requires travel/work at various FFCU branches in the Tallahassee Region, which requires flexibility in scheduling of time and location.
Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for 2013, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. In 2016 we won the Best Places to Work in Jacksonville award from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members.
Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees.
Role: Assist members and potential members with their Credit Union needs; provide expertise in services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc. Explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems. Assist members with their financial transactions involving receiving and disbursing cash and other negotiable instruments. This position has work hours that may vary during heavy vacation coverage times. The position requires travel/work at various FFCU offices which requires flexibility in scheduling of time and location.
- Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and transfer amounts from member accounts as directed.
- Assist members and potential members with opening and closing accounts, answer questions about products and services and resolve problems that are within their authority to resolve; refer problems that are beyond their authority to their supervisor, along with their recommendations.
- Explain loan programs to members and recommends loan options. Process loan applications and forward to loan officer for decision. Prepare and/or review all loan documents for completeness and accuracy. Disburse approved loans in a timely manner.
- Identify cross-sell opportunities and cross-sell services to members.
Experience & Skills required: Three years to five years of similar or related experience. Must possess excellent communication and organizational skills as well as a friendly and professional demeanor.
Education: A high school education or GED
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