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Branch - Member Services Specialist

Company: USALLIANCE Financial
Location: West Haven
Posted on: January 16, 2022

Job Description:

Our Branch Member Services Specialists provide exceptional experience to our members, implementing USALLIANCE's sales and service standards by offering products and services to improve members' financial position.

Several opportunities are currently available for candidates who display a great, positive attitude and the drive to succeed. Duties include:

  • Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
  • Demonstrate a satisfactory knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
  • Offer additional support to our Call Center when needed.
  • Assist existing and potential members by providing quality service and information in a pleasant, professional, and efficient manner via in-person, telephone, electronic communication (email, fax, web chat),.
  • Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
  • Maintain the privacy and confidentiality of Credit Union member and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.

    • Minimum of 6 months sales experience in a retail or financial environment.
    • Minimum of 1-year cash handling experience
    • Strong analytical, organizational and communication skills
    • Work independently and cooperatively with other credit union team members and departments
    • Strong communication and active listening skills
    • High school diploma or equivalent
    • Previous banking &/or contact center experience preferred

      • Medical & Dental insurance
      • Life and Vision Insurance - Employer Paid
      • 401(k) Retirement Savings Plan with Full Employer Match (on contributions up to 6%)
      • Generous Paid Time Off
      • Flexible Spending Accounts for Health & Dependent Care Expenses
      • Career Planning

        USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills and experiences within our workforce.

Keywords: USALLIANCE Financial, West Haven , Branch - Member Services Specialist, Other , West Haven, Connecticut

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