Member Service Associate

Location

Vermont | United States

Job description

We're looking for an experienced Member Service Associate to join the NEFCU Harvest Lane branch! This team member will provide efficient, accurate, and polite service to members while gaining insight into their financial needs. Listens attentively to member needs and provides solutions that best suit the member’s needs and goals. Primarily uncovers member financial goals and needs through discovery conversations, while demonstrating empathy for members’ needs and building lasting and effective relationships with members. Refers members to specialist when member need is discovered that requires specialized assistance outside of their knowledge. Able to assist members with teller-based transactions and perform duties of a concierge for the branch.

Specific duties include:

• Assist the member by opening and closing accounts, issue debit cards, performing foreign and domestic wire transfers, providing rate quotes, and account maintenance with some assistance from other team members when needed.
• Check-in members as branch concierge
• Provide member with navigational assistance for online banking and mobile app, assist with seminar registration and updating account security when needed.
• Open, Maintain, and Close business accounts, IRAs, and fiduciary accounts.
• Process VISA, personal, auto, and home equity lending applications
• Work with members to uncover their financial needs and financial goals by having effective discovery conversations
• Provide coverage for teller area when needed

Qualifications: 

• One to three years of similar or related experience, including time spent in preparatory positions.
• Previous customer service experience required.
• Previous cash handling experience.
• Previous experience with Microsoft Office required.

E.O.E.

Job tags

Salary