Service Specialist 1 - Lake Deaton
Summary
Service Specialist at a credit union branch greeting members, processing financial transactions (deposits, withdrawals, loan payments, transfers), opening/closing accounts, and cross-selling financial products and services to establish long-term member relationships.
Hours for this position:
Monday - Thursday: 8:45 AM - 5:15 PM
Friday: 9:45 AM - 6:15 PM
Saturday: 8:45 AM - 12:15 PM (1-2 per month)
Role
Immediately greets and assists members or potential members upon arrival by processing financial transactions, setting up new accounts, and educating members on CAMPUS' products and services. This is a sales and service position that strives to establish relationships with members so that CAMPUS will be their primary financial institution.
Essential Functions & Responsibilities
- Exemplifies the core values of CAMPUS, while supporting our strategic priorities for members, employees, and community. Maintains the highest standard of professionalism, integrity, and confidentiality
- Receives and processes member financial transactions, including deposits, withdrawals, loan payments, and member-requested transfers
- Assists members with opening and closing accounts, answers questions about products and services, and resolves problems that are within their authority to resolve
- Identifies cross-sell opportunities and cross-sells services to members