Member Services Specialist - Yale

PRIMARY RESPONSIBILITIES

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
• Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.
• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
• Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account.
• When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
• Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements.
• Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• Work well under pressure and meet deadlines as expected.
• Complete other projects and/or responsibilities as added at manager's discretion.
• Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.