GKdesign
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Member Relationship Specialist
role at
GKdesign .
Omaha, NE
The successful candidate will provide member transaction and account related services and assistance by determining the member’s needs in person, over the phone, and through electronic communication. The individual will process requests in a friendly, professional, accurate, timely, and efficient manner. This position will also promote, advocate, and deliver all deposit-related products and services including savings and checking accounts, debit cards, certificates, and referrals for loans. Other assigned tasks may include new member follow-up support, mortgage processing support, quality control audits, credit union technology support, and other tasks that contribute to an overall high quality member experience.
Key Responsibilities
Establish, develop, and maintain strong member relationships through face-to-face interactions, telephone communications, and written correspondence while providing a consistent level of service that is timely, thorough, and responsive to all members.
Represent the Credit Union in meeting a broad range of financial service needs.
With limited supervision, be responsible for servicing the needs of existing and prospective members, as well as referrals of related services.
Identify situations when it is best to refer a member to other personnel to exceed member expectations.
Interact with management and other Credit Union staff to achieve the highest level of Credit Union service to members.
Act as primary teller in the branch, which may include opening or closing the branch location independently and/or without supervision.
Perform and facilitate a wide range of account-related transactions daily in person, over the phone, or through electronic communication.
Handle vault responsibilities, including maintaining cash, buying and selling cash, and cash-related audits.
Provide a consistent and professional level of quality service that is timely, thorough, and responsive to all members.
Respond to routine requests and inquiries to resolve member concerns or complaints with Credit Union services, products, or software.
Take ownership of member problems, concerns, or complaints until they are resolved to the member’s satisfaction, involving management or other resources when necessary.
Recommend products and services that fulfill the member’s need.
Look for and act upon new product and service referral opportunities to meet established goals.
Provide other teller support services as needed to meet the needs of each member.
Record all types of account transactions into the Credit Union accounting system and maintain a high degree of accuracy.
Work on a variety of special projects that may be assigned to support Credit Union operations.
Provide administrative support for management personnel as needed.
Present a professional image of Four Points Federal Credit Union and provide a service experience that exceeds member expectations.
Qualifications
High school diploma and minimum one year experience in a cash handling environment, or equivalent. Some college and finance experience preferred.
Working knowledge of credit union products and services.
Strong service, communication (verbal and written), and effective team skills.
Effectively utilize computer technology and a wide variety of software applications and accounting systems.
Organizational and time management skills.
Present a professional and friendly image of Four Points Federal Credit Union and provide service that consistently exceeds member expectations.
Seniority Level: Entry level. Employment type: Full-time.
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Member Relationship Specialist
role at
GKdesign .
Omaha, NE
The successful candidate will provide member transaction and account related services and assistance by determining the member’s needs in person, over the phone, and through electronic communication. The individual will process requests in a friendly, professional, accurate, timely, and efficient manner. This position will also promote, advocate, and deliver all deposit-related products and services including savings and checking accounts, debit cards, certificates, and referrals for loans. Other assigned tasks may include new member follow-up support, mortgage processing support, quality control audits, credit union technology support, and other tasks that contribute to an overall high quality member experience.
Key Responsibilities
Establish, develop, and maintain strong member relationships through face-to-face interactions, telephone communications, and written correspondence while providing a consistent level of service that is timely, thorough, and responsive to all members.
Represent the Credit Union in meeting a broad range of financial service needs.
With limited supervision, be responsible for servicing the needs of existing and prospective members, as well as referrals of related services.
Identify situations when it is best to refer a member to other personnel to exceed member expectations.
Interact with management and other Credit Union staff to achieve the highest level of Credit Union service to members.
Act as primary teller in the branch, which may include opening or closing the branch location independently and/or without supervision.
Perform and facilitate a wide range of account-related transactions daily in person, over the phone, or through electronic communication.
Handle vault responsibilities, including maintaining cash, buying and selling cash, and cash-related audits.
Provide a consistent and professional level of quality service that is timely, thorough, and responsive to all members.
Respond to routine requests and inquiries to resolve member concerns or complaints with Credit Union services, products, or software.
Take ownership of member problems, concerns, or complaints until they are resolved to the member’s satisfaction, involving management or other resources when necessary.
Recommend products and services that fulfill the member’s need.
Look for and act upon new product and service referral opportunities to meet established goals.
Provide other teller support services as needed to meet the needs of each member.
Record all types of account transactions into the Credit Union accounting system and maintain a high degree of accuracy.
Work on a variety of special projects that may be assigned to support Credit Union operations.
Provide administrative support for management personnel as needed.
Present a professional image of Four Points Federal Credit Union and provide a service experience that exceeds member expectations.
Qualifications
High school diploma and minimum one year experience in a cash handling environment, or equivalent. Some college and finance experience preferred.
Working knowledge of credit union products and services.
Strong service, communication (verbal and written), and effective team skills.
Effectively utilize computer technology and a wide variety of software applications and accounting systems.
Organizational and time management skills.
Present a professional and friendly image of Four Points Federal Credit Union and provide service that consistently exceeds member expectations.
Seniority Level: Entry level. Employment type: Full-time.
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