Member Account Specialist

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Job description

" Quick description of the role or project story (What this role will be doing):

o This position will work at our call center on the phone and in person at one of

our designated branch locations

o Inform, Educate, and Advise members, regardless of the individual

circumstances.

o Perform transfers, withdrawals, loan payments by transfer and advances from

lines of credit by transfer or check. Takes check orders over the phone and

processes Credit Card Payments.

o Assist members with the transfer program, payroll deductions, direct deposit,

stop payments, account based inquiries, and credit card inquiries.

o Promote the credit union by cross-selling products and services focusing on

department goals and member needs.

o Handle member inquiries and solves problems.

o Other duties may be required and assigned by the manager.

o Comply with all published DECU & regulatory policies and procedures including,

but not limited to, Risk Management policies.

o Complete all required, ongoing enterprise level training including, but not

limited to BSA, OFAC, and Information Security.

o Report all Risk Management Policy violations in accordance with policy

" What are the top must have skill sets (technical/functional)

which are required?

1. Must be able to operate a computer and other office equipment

2. Must be skilled when working with details such as numbers and names

3. Must have the ability to effectively communicate with members both verbally

and in writing

4. Must have the ability to consistently provide excellent professional service

5. Must be able to work in an environment of multi-tasking

6. Must be able to exercise active listening and problem-solving skills in complex

conversations, offering patience and support

7. Banking and financial background experience

" What soft skill requirements do you have (team fit and personality requirements)?

1. Strong work ethic

2. Adaptability

3. Time management

4. Organizational skills

5. Stress management

" What education and certifications/licensures are required? Minimum High School

Diploma or GED

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