Member Service Specialist Resume Samples

Description :

1. Perform Member Service transactions include but are not savings accounts, etc.
2. knowledge of deposit products along with the operational function of those products.
3. Required to effectively offer loan-related products such as Accounts, IRA accounts, CDs, etc.
4. Required to offer loan products, such as auto loans, credit Relationship Specialist team.
5. Expected to attain a firm knowledge of VyStar's products and offer products based on our members' needs.
6. Expected to adhere to the Standards of Excellence and behaviors associated with VyStar Excellence.
7. Answer phones to assist members with a variety of needs that they might have each day.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Balance currency, coin, and checks in cash drawers at ends of calculators, or adding machines.
2. Opening/Closing Accounts, Cash checks and payout money numerical amounts agree, and that accounts have sufficient funds.
3. Receive checks and cash for deposit, verify amounts, and check the accuracy of deposit slips.
4. Examine checks for endorsements and to verify other persons receiving payments and the legality of the documents.
5. Enter customers' transactions into computers in order to record transactions and issue computer-generated receipts.
6. keeping the members information confidential and being promoted from part-time to full time in less than a year.
7. Skills Used Customer Services, Sales, Organization, Communication, and computer skills.

Experience

5-7 Years

Level

Executive

Education

HS

Description :

1. Requiring at least a License in order to write and issue insurance policies.
2. Once licenses were secured for other states, they could also write and issue policies for those states.
3. Included answering the telephone in a call center environment, would affect their policy and their billing.
4. Quote, write, and issue the correct property or casualty client resided in, as well as following company protocol.
5. Listen to the underlying story to determine other needs the products the company offered that might help meet that need.
6. Interested, transfer them to the other department.
7. Led department in the number of customer referrals to other branches of business within resulting in new business.

Experience

5-7 Years

Level

Management

Education

Diploma

Description :

1. Managed all member services and person to person relations with the public, made fast efficient precise decisions, while needing to comprehend why I make these decisions, so I could recall the services at any time.
2. Supervise the payable and receivables of the business, and reconcile daily, weekly and monthly revenue reports, profit and loss, and POS System reports.
3. Created a color coded filing system that involved extreme detail, possessed excellent communication and listening skills, with the ability to mediate disputes in a resourceful manor.
4. Experience with retail merchandising and inventory control procedures, excellent problem solver with strong interpersonal skills.
5. Volunteered as the ethics and safety coordinator, this is a position within a position, as well as volunteered on the spirit committee; to plan and execute all company events.
6. Worked with high dollar jewelry, diamonds and gems, reconciled and audited cash drawers and inventory control.
7. Checks and balance audit processes, monitored money exchange from one account to another, open and analyze credit accounts.
8. Executed complex planogram displays, and worked as a well-organized team member.

Experience

0-2 Years

Level

Entry Level

Education

Associate's

Description :

1. Transactions include cashing checks, deposits, withdrawals, transfers and opening and closing safety deposit boxes.
2. Processing credit card check fraud, dispute forms, loan servicing research requests.
3. Process loans, new account documents, and opening certificate customer and products and services.
4. Exceptional customer service while responding to customer's concerns,  and professionalism.
5. Maintain appropriate cash limits, balance cash drawer and checks daily and cashboxes.
6. Checks, cashier's checks, money orders, credit card advances for the day.
7. Lock negotiable items, daily work, and all drawers and vaults before leaving for the day.

Experience

5-7 Years

Level

Executive

Education

Diploma

Description :

1. Customer-focused service member centered on quality service and improved client experience.
2. Deliver and generate customer leads through cross-selling functions to target annual goals and operations.
3. Develop and book customer travel plans and itineraries retention.
4. Follow up with customers required to ensure quality and approval.
5. Provide value-added services such as notary functions, consultative advice, and customer rapport.
6. Assist client base with financial transactions concerning insurance payments 
7. Maintain precise documentation of ensuring accurate record-keeping of branch processes and banking.

Experience

5-7 Years

Level

Management

Education

BS

Description :

1. Cash checks and pay out money after verifying that signatures that accounts have sufficient funds.
2. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
3. Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
4. Examine checks for endorsements and to verify other and the legality of the documents.
5. Count currency, coins, and checks received, by hand or using the shipment to branch banks or the Federal Reserve Bank.
6. Receive and count daily inventories of cash, drafts, and travelers' checks.
7. Retain customers; encourage the customer to keep membership at a discounted price.

Experience

5-7 Years

Level

Management

Education

BS

Description :

1. Assist members calling into Cascade Employers Association and determining the appropriate person to direct the call to.
2. Provide insurance support to members who have insurance through Cascade.
3. Edit training documents using Microsoft Word and print and distribute materials to appropriate staff.
4. Count daily checks and use of 10-key and Microsoft Excel to enter accounting information.
5. Use of multi-line phone system, fax machine, postage machine, and copier.
6. Use of Microsoft Outlook to enter member contact information.
7. Involves cash handling, product and service referral, and Branch Services.

Experience

5-7 Years

Level

Management

Education

HS

Description :

1. Maintains professional and community relations to increase further personal development.
2. Advises members where possible concerning account relationships with clients.
3. Process, co-mail, filing of confidential documents, adhering to policies and procedures.
4. Interview members to determine the financial position, of wealth and member background.
5. Assist branch manager as needed with audits, member service recovery, cash & monetary instruments inventory.
6. Opens and services, with the assistance of Express Service procedures to prevent new account fraud and violations.
7. Cash management while promoting products offered by the credit union as needed by the member.

Experience

5-7 Years

Level

Junior

Education

BS

Description :

1. Assisted members with all products and services the credit accounts and collection practices on all accounts.
2. Processed and sold auto, property and correct insurance information when necessary.
3. Processed collateral protection insurance balances on accounts when required.
4. Serviced accounts when members had questions or concerns about their account transactions.
5. Handled and processed member fraud and dispute cases on debit and credit accounts.
6. Excelled in handling teller transactions which included completing all monetary transactions that present.
7. Managed branch operations to include managing staff and providing coaching when appropriate.

Experience

5-7 Years

Level

Junior

Education

BS

Description :

1. Exceeds goals and service quality performance by proactively resolving member's and member satisfaction.
2. Create and maintain confidential files, records, and correspondence Balance cash drawer, resolve overages/shortages discrepancies and manage accounts.
3. Receive visitors, handle multiple phone lines, research information, and respond to inquiries.
4. Facilitate communication between office staff, field representatives, vendors, members, customers.
5. Assist with payment calculations, reconciliations, invoicing, billing, and expense reports.
6. Review automotive service agreements, statements, billing and approve repairs.
7. Greet visitors, handle incoming calls, perform general administrative duties.

Experience

5-7 Years

Level

Management

Education

Diploma

Description :

1. Enter clients' personal data in order to qualify them for an opening for qualified clients.
2. Explain to unqualified clients why the credit union was unable they can get a copy of the system report.
3. Review Business documentation to ensure the business is placed into the correct account classification.
4. Provide disbursement support, loan processing, and loan closing for auto, credit card, equity loans.
5. Perform miscellaneous account maintenance on client 's accounts.
6. Review loan terms with applicants to ensure that applicants understand loan terms/agreement documentation that will be signed.
7. Offer beneficial credit union products to clients such as investment or insurance services.

Experience

5-7 Years

Level

Management

Education

Diploma