Member Relationship Specialist Job Description
Member Relationship Specialist Duties & Responsibilities
To write an effective member relationship specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included member relationship specialist job description templates that you can modify and use.
Sample responsibilities for this position include:
Member Relationship Specialist Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Member Relationship Specialist
List any licenses or certifications required by the position: II, MRS, III, RS
Education for Member Relationship Specialist
Typically a job would require a certain level of education.
Employers hiring for the member relationship specialist job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Associates, Education, Financial Services
Skills for Member Relationship Specialist
Desired skills for member relationship specialist include:
Desired experience for member relationship specialist includes:
Member Relationship Specialist Examples
Member Relationship Specialist Job Description
- Ensures the Lead Teller is routinely conducting teller meetings as needed to ensure staff is informed of new information
- Ensures the Lead Teller participates in quarterly up training/coaching programs to ensure incumbent has and maintains the knowledge necessary to be successful in this position
- Responsible for ensuring the Lead Teller is implementing and tracking a branch teller referral program
- Ensures that the Lead teller completes side by side observation during the first week’s of window exposure
- Meets periodically with Branch VP to review development of teller department
- Prepares and administers with the assistance of the Lead Teller
- Assist the Lead Teller in completing standard or special reports as required by policy and procedure or as assigned by the Branch Vice-President
- Assists with monthly SMP requirements as assigned
- Administer Lead Teller steps monthly in the absence of the Branch VP in branches with no Teller Supervisor
- Review and approve electronic time cards for the Lead Teller and Tellers
- Will occasionally lift & carry heavy coin and cash boxes weighing 50 pounds
- Performs other duties as assigned, including Teller duties
- Responsible for ordering, balancing and maintaining vault and working stock for both preloaded Gift Cards in branch
- Assists with monthly SMP/ERM Portal and VE SMP requirements as assigned
- Processing member transactions/inquires coming through telephone channel efficiently, accurately, and in a timely manner
- Will primarily act as Receptionist helping members get loan applications started, processing disputes, ordering new debit/ATM card, ordering checks and answering member inquiries
Member Relationship Specialist Job Description
- Manage loan funding/closing and issues that may come up
- Using credit report, sound lending practices and solid judgment to make lending recommendations or decisions
- Using credit report, sound lending practices and solid judgment to make lending recommendations to the loan officer
- Maintaining loan quality standards, member service, audit integrity and compliance areas
- Providing budget counseling, loan consolidation, payment methods options to members as it relates to their financial needs and explaining reasons for loan denials or exploring alternate solutions for their financial needs
- Ensuring loans are reviewed and processed within established policies and procedures, federal and state guidelines
- Participates in business development events and acts as a credit union ambassador both in and outside of the branch
- Establishing new credit union memberships
- Responding to member inquiries
- Providing high-quality, consultative service to members
- Comfortable with high volume and fast pace environment
- Has experience with processing and funding consumer loans (franchise/non-franchise dealerships, private party, lease buyouts, out of state purchases and unsecured loans)
- Comfortable in a competitive, high volume and fast pace environment
- Have experience in financial institution sales and service with a proven track record of meeting production and sales goals
- Have experience processing and funding consumer loans (franchise/non-franchise dealerships, private party, lease buyouts, out of state purchases and unsecured loans)
- Be flexible with scheduling including occasional Saturday hours and evening hours
Member Relationship Specialist Job Description
- Originating, processing, and funding consumer loans
- Ensuring compliance with all applicable laws, regulations, policies, and procedures
- Responding to member inquiries across digital channels
- Participating in business development activities
- Ensuring compliance with all applicable laws, regulations, policies, and
- Have one year of experience in financial institution sales and service with a proven track record of meeting production and sales goals
- Must have the ability to work loan process
- On average needs to fund 80 loans/month and process/interview 140 apps/month
- Identifies member events to provide expert integrated solutions on multiple member products and close on sales that meet the members needs and facilitate the members financial security
- Serves as team leader in absence of manager
- Provides coaching and guidance to less experienced employees
- Acquisition and maintenance of applicable licenses/state registrations as required
Member Relationship Specialist Job Description
- Purchases, renews and redeems certificates of deposit
- Orders plastics such as ATM, VISA Check Cards and replacement credit cards
- Resolves some member problems independently
- Provides notary service to members
- Opens and closes safe deposit boxes for members
- Have a minimum of one years’ experience in financial institution sales and service with a proven track record of meeting production and sales goals
- Have 1-2 years of experience in a financial institution
- Be knowledgeable in Credit Union Regulations and Guidelines
- Be flexible with scheduling that includes hours Monday-Saturday
- Supports VyStar’s mission to become the primary financial institution of our members by providing service in an expeditious and courteous manner
- Opens new savings, checking and money market accounts
- Processes various types of loan applications, including but not limited to, Auto VIPs, Credit Cards and lines of credit in the Appro System