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in Fairfax, VA
Member Solutions Center Specialist I - Full-time / Part-time
•30 days ago
Hours | Full-time, Part-time |
---|---|
Location | Fairfax, VA Fairfax, Virginia |
About this job
Job Duties:
Under general supervision, but following established policies and
procedures, assists members via telephone on matters pertaining to their
accounts, including balance inquiries, transfer of funds and consumer loan
applications. Responsible for compiling
and processing loan data. Inputs data
using PC. Answers questions concerning
services provided by the credit union from members and staff. Must possess excellent interpersonal
communication skills and the ability to represent the credit union in a courteous,
professional manner.
Responsibilities:
otherwise noted:
employment eligibility.
Under general supervision, but following established policies and
procedures, assists members via telephone on matters pertaining to their
accounts, including balance inquiries, transfer of funds and consumer loan
applications. Responsible for compiling
and processing loan data. Inputs data
using PC. Answers questions concerning
services provided by the credit union from members and staff. Must possess excellent interpersonal
communication skills and the ability to represent the credit union in a courteous,
professional manner.
Responsibilities:
-
Represents the credit union to the
member by telephone in a courteous, professional manner. Provides prompt, efficient and accurate
service in the processing of all transactions, such as withdrawals, transfer of
funds, requests for account information, etc. -
Provides information to members via
telephone on loan options, rates, terms and collateral requirements. Informs members of necessary information
required to complete loan applications. Completes loan requests by telephone
and prepares for review by Loan Officer.
Prepares loan documentation for approved loans in accordance with
established procedures. Processes
approved loans, reviews documentation, inputs information. -
Performs a variety of loan support
duties which require knowledge of such departmental procedures as calculating
cash disbursed figures and debt ratios, verifying payroll deduction forms,
processing loan payment change forms and issuing loans as directed by Team
Leader. -
Receives and handles all calls
regarding member accounts. Provides
accurate information to members regarding credit union services, products,
policies and procedures. Advises members
of federal regulations applicable to these policies and procedures. Resolves member complaints and corrects
errors. -
Opens new accounts, explaining
options, such as single and joint ownership for savings and checking, gathers
required information, and prepares necessary paperwork for members to process
new account. -
Researches and investigates member
inquiries. -
Maintains and updates member records
as required. -
Cross-sells credit union products
and services to members. -
Remains cognizant of and adheres to
credit union policies and procedures, and regulations pertaining to the Bank
Secrecy Act. -
Perform other administrative and
telephone processing duties as assigned by the Team Leader or the Director of
Call Center Operations.
otherwise noted:
-
High school diploma or equivalent
(GED). -
Minimum two years financial
institution experience preferred. -
Previous teller, lending, or
member/customer service experience preferred. -
Strong service orientation
required. Excellent interpersonal communication skills as well as analytical
and problem solving skills. -
Ability to learn and cross-sell
credit union products and services. - Extensive telephone contact.
- Attention to detail.
-
Previous telephone sales/service
experience preferred. -
PC proficient including Microsoft
Word/Windows. -
Ability to function in a financial
institution branch environment and utilize standard office equipment including
but not limited to: PC, fax, copier,
telephone, etc.
- Mondays 9:30 am – 6:00 pm
- Tuesdays 9:30 am - 6:00 pm
- Fridays 9:30 am - 6:00 pm
- Saturday (twice a month), 9:00 am – 12:00 pm
- Apple Federal Credit Union is an equal opportunity employer. All
employment eligibility.