Member Service Specialist

Opportunities at Towne
Cary, NC Full Time
POSTED ON 1/28/2024 CLOSED ON 2/2/2024

What are the responsibilities and job description for the Member Service Specialist position at Opportunities at Towne?

TowneBank has a culture that:

  • Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
  • As a hometown bank, our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

As a Member Service Specialist, you may look forward to:

  • Opening new accounts and performing maintenance on existing accounts. 
  • Interviewing members to obtain information and matching members’ needs to bank products.
  • Accurately gathering data, completing written documentation, and inputting information into the bank’s computer system.
  • Completing appropriate transaction tickets and taking them to the teller line for processing.
  • Promoting TowneBank as well as all related bank products.
  • Providing exquisite member service to members in person and on the phone.
  • Following the bank’s security guidelines on a daily basis.
  • Other duties as assigned, such as ordering supplies, reconciling accounts, and assisting with audits.
  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).

You are a person that (required skills):

  • Has at least 1 year of banking experience (with a single employer) working on the sales and service platform in a branch environment providing in-person exquisite member service.
  • Is able to learn and retain new product information and promote benefits to members.
  • Has a strong work ethic and is highly motivated to deliver financial services and solutions with only the highest ethical standards.
  • Has the ability to interact professionally with members on the phone, in-person and via written and email correspondence.
  • Has experience resolving member issues in a positive, professional manner through active listening and through the delivery of exquisite service.
  • Can multi-task on a daily basis and can learn new processes effectively.

You’ll be better prepared if you have (desired skills):

  • An Associates or Bachelor’s degree, or equivalent work experience in a large commercial bank branch.

Physically you can anticipate to:

  • Express or exchange ideas by means of the spoken word via email and verbally.
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
  • Not substantially exposed to adverse environmental conditions.
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