What are the responsibilities and job description for the Account specialist position at Rose International?
Start Date : 09 / 30 / 2024
End Date : 09 / 30 / 2025
One-year Contract to Permanent role
Required Education :
Minimum High School Diploma or GED
Required experience / Skills :
- Banking and financial background experience.
- Must be able to operate a computer and other office equipment
- Must be skilled when working with details such as numbers and names
- Must have the ability to effectively communicate with members both verbally and in writing
- Must have the ability to consistently provide excellent professional service
- Must be able to work in an environment of multi-tasking
- Must be able to exercise active listening and problem-solving skills in complex conversations, offering patience and support
Member Account Specialist responsibilities :
- This position will work at our call center on the phone and in person at one of our designated branch locations.
- Inform, Educate, and Advise members, regardless of the individual circumstances.
- Perform transfers, withdrawals, loan payments by transfer and advances from lines of credit by transfer or check. Takes check orders over the phone and processes Credit Card Payments.
- Assist members with the transfer program, payroll deductions, direct deposit, stop payments, account-based inquiries, and credit card inquiries.
- Promote the credit union by cross-selling products and services focusing on department goals and member needs.
- Handle member inquiries and solves problems.
- Other duties may be required and assigned by the manager.
- Comply with all published DECU & regulatory policies and procedures including, but not limited to, Risk Management policies.
- Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
- Report all Risk Management Policy violations in accordance with policy
Soft Skills :
- Strong work ethic
- Adaptability
- Time management
- Organizational skills
- Stress management
- Only those lawfully authorized to work in the designated country associated with the position will be considered.
- Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.
Benefits :
For information and details on employment benefits offered with this position, please visit
here
Should you have any questions / concerns, please contact our HR Department via our secure
website
California Pay Equity :
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website
here
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law.
Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise,
please contact our HR Department
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.
Last updated : 2024-09-11
