Member Service Specialist
TruNorth Federal Credit Union, West Ishpeming, Michigan, United States
Looking for a career, not just another job? TruNorth Federal Credit Union has an opportunity for you offering work/life balance, competitive wages, excellent comprehensive benefits, and a fun work environment. TruNorth Federal Credit Union recognizes our employees are our most valuable assets and we are committed to investing in their professional development for continued success. If you are interested in a career where you can grow, please apply today!
Health Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending and Health Savings Accounts
Other Benefits
Competitive Salary
10% Employer Retirement Contribution
Tuition Reimbursement
Short-Term and Long-Term Disability
Employee Assistance Program
Life Insurance
TruNorth Federal Credit Union is an Equal Opportunity Employer
Position:
Member Service Specialist
Location:
Ishpeming, MI
Job Id: 202
# of Openings: 1
TruNorth Federal Credit Union is seeking a compassionate, member-focused Member Service Specialist to join our growing team in Ishpeming, MI. TruNorth Federal Credit Union has two branch locations and over 40 employees. This is a full-time, non-exempt position, working 40 hours per week, Monday through Friday, with regular hours extending until 6 p.m and potential to work Saturdays. This position will be primarily based in Ishpeming, MI, but you may need to work at our Marquette office based on TruNorth business needs.
This role involves a variety of responsibilities focused on delivering excellent member service while building strong, lasting member relationships. Responsibilities include directing phone inquiries, performing account maintenance, providing thoughtful support during member life transitions, educating members of all ages on products and services, supporting the teller team as needed, and developing specialized knowledge in Individual Retirement Accounts (IRAs).
Primary Responsibilities •Assist members with a variety of services including, but not limited to, printing statements, ordering checks, processing wire transfers, issuing stop payments, redeeming savings bonds, online banking assistance, and updating member demographic information.
•Assist members and beneficiaries with account transitions, including guidance following the passing of a member, in accordance with credit union policies and regulatory requirements.
•Assist the teller line in executing day-to-day member transactions.
•Build and maintain strong relationships with members through consistent, personalized service and proactive follow-up.
•Learn and develop expertise in Individual Retirement Accounts (IRAs), with the goal of becoming a knowledgeable resource for members.
•Presents and explains credit union services and products to members and assists in meeting their financial needs. Opens and closes all types of accounts and memberships including personal, business, trusts, POA’s, estates, and representative payee.
•Provide first-line phone support, resolving member issues directly or routing callers to the appropriate department in a prompt and professional manner.
•Provide backup for processing deceased member accounts.
•Provide backup for reviewing remote deposit capture.
•Provide patient, respectful assistance to all members, helping them understand products, services, and account options.
•Review online membership applications.
•Perform other duties as needed.
Knowledge, Skills & Abilities •Excellent customer service and relationship-building skills.
•Excellent interpersonal, oral, and written communication skills.
•Willingness and ability to learn IRA regulations, products, and procedures.
•Knowledge of credit union products and services (or the ability to learn quickly).
•Knowledge of credit union policies and external regulations.
•Strong critical thinking and problem-solving skills.
•Strong interpersonal skills
•Organized with strong attention to detail, ensuring high accuracy and low error rates.
•Ability to work independently, take initiative, and exercise good judgment.
•Professional demeanor and appearance, with confidence interacting with members and community partners.
•Ability to work collaboratively as part of a team.
•Ability to maintain a calm demeanor in stressful situations.
•Ability to handle sensitive information in a confidential manner.
•Ability to perform required computer tasks including word processing, spreadsheets, email, and other web-based applications accurately and efficiently.
•Maintain a positive attitude and work proactively and collaboratively with others at all levels of the organization and with external stakeholders.
Minimum Education High School Diploma
Minimum Experience One year of business or customer service experience.
Preferences Experience in a financial institution
Post high school education or training
Compensation Minimum $19/hour. Compensation is commensurate with qualifications/experience.
Full benefit package includes:
Health, Dental and Vision Insurance (Stipend for Waiving Coverage)
Flexible Spending or Health Savings Account
Employer Paid Short-Term/Long-Term Disability Insurance
Paid Time Off (2 weeks to start, 3 weeks after 1 year)
Paid Flex Time (sickness or any reason)
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Health Benefits
Medical Insurance
Dental Insurance
Vision Insurance
Flexible Spending and Health Savings Accounts
Other Benefits
Competitive Salary
10% Employer Retirement Contribution
Tuition Reimbursement
Short-Term and Long-Term Disability
Employee Assistance Program
Life Insurance
TruNorth Federal Credit Union is an Equal Opportunity Employer
Position:
Member Service Specialist
Location:
Ishpeming, MI
Job Id: 202
# of Openings: 1
TruNorth Federal Credit Union is seeking a compassionate, member-focused Member Service Specialist to join our growing team in Ishpeming, MI. TruNorth Federal Credit Union has two branch locations and over 40 employees. This is a full-time, non-exempt position, working 40 hours per week, Monday through Friday, with regular hours extending until 6 p.m and potential to work Saturdays. This position will be primarily based in Ishpeming, MI, but you may need to work at our Marquette office based on TruNorth business needs.
This role involves a variety of responsibilities focused on delivering excellent member service while building strong, lasting member relationships. Responsibilities include directing phone inquiries, performing account maintenance, providing thoughtful support during member life transitions, educating members of all ages on products and services, supporting the teller team as needed, and developing specialized knowledge in Individual Retirement Accounts (IRAs).
Primary Responsibilities •Assist members with a variety of services including, but not limited to, printing statements, ordering checks, processing wire transfers, issuing stop payments, redeeming savings bonds, online banking assistance, and updating member demographic information.
•Assist members and beneficiaries with account transitions, including guidance following the passing of a member, in accordance with credit union policies and regulatory requirements.
•Assist the teller line in executing day-to-day member transactions.
•Build and maintain strong relationships with members through consistent, personalized service and proactive follow-up.
•Learn and develop expertise in Individual Retirement Accounts (IRAs), with the goal of becoming a knowledgeable resource for members.
•Presents and explains credit union services and products to members and assists in meeting their financial needs. Opens and closes all types of accounts and memberships including personal, business, trusts, POA’s, estates, and representative payee.
•Provide first-line phone support, resolving member issues directly or routing callers to the appropriate department in a prompt and professional manner.
•Provide backup for processing deceased member accounts.
•Provide backup for reviewing remote deposit capture.
•Provide patient, respectful assistance to all members, helping them understand products, services, and account options.
•Review online membership applications.
•Perform other duties as needed.
Knowledge, Skills & Abilities •Excellent customer service and relationship-building skills.
•Excellent interpersonal, oral, and written communication skills.
•Willingness and ability to learn IRA regulations, products, and procedures.
•Knowledge of credit union products and services (or the ability to learn quickly).
•Knowledge of credit union policies and external regulations.
•Strong critical thinking and problem-solving skills.
•Strong interpersonal skills
•Organized with strong attention to detail, ensuring high accuracy and low error rates.
•Ability to work independently, take initiative, and exercise good judgment.
•Professional demeanor and appearance, with confidence interacting with members and community partners.
•Ability to work collaboratively as part of a team.
•Ability to maintain a calm demeanor in stressful situations.
•Ability to handle sensitive information in a confidential manner.
•Ability to perform required computer tasks including word processing, spreadsheets, email, and other web-based applications accurately and efficiently.
•Maintain a positive attitude and work proactively and collaboratively with others at all levels of the organization and with external stakeholders.
Minimum Education High School Diploma
Minimum Experience One year of business or customer service experience.
Preferences Experience in a financial institution
Post high school education or training
Compensation Minimum $19/hour. Compensation is commensurate with qualifications/experience.
Full benefit package includes:
Health, Dental and Vision Insurance (Stipend for Waiving Coverage)
Flexible Spending or Health Savings Account
Employer Paid Short-Term/Long-Term Disability Insurance
Paid Time Off (2 weeks to start, 3 weeks after 1 year)
Paid Flex Time (sickness or any reason)
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