Member Relationship Specialist Job Description

Member Relationship Specialist Job Description

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Member relationship specialist provides financial advice to customers and sells appropriate bank products and services to those prospects and clients.

Member Relationship Specialist Duties & Responsibilities

To write an effective member relationship specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included member relationship specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Processing member transactions efficiently, accurately, and in a timely manner
Operates a cash drawer when needed, paying and receiving cash on all types of personal and business transactions
Responsible for ordering, balancing and maintaining vault and working stock for both preloaded Gift Cards and RSVP cards in branch
May be responsible for or assist in the monitoring and balancing of all branch general ledgers (daily and monthly)
Directs the Lead teller in maintaining cash over & short logs and reports out of balance conditions according to procedure
Assist the Lead Teller for ensuring daily branch balancing and closing procedures are followed in accordance with procedure
Assist the Lead Teller in verifying and ordering cash to operate department efficiently
Cash Vault responsibilities as assigned
Empowered to make decisions and exceptions to Teller procedures when necessary
Expected to assist the Lead Teller with coaching and developing teller staff

Member Relationship Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Member Relationship Specialist

List any licenses or certifications required by the position: II, MRS, III, RS

Education for Member Relationship Specialist

Typically a job would require a certain level of education.

Employers hiring for the member relationship specialist job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Associates, Education, Financial Services

Skills for Member Relationship Specialist

Desired skills for member relationship specialist include:

GLB and Member Financial Privacy
NCUSIF
Regulation CC and funds availability
Truth in Savings
US Patriot Act
Bank Secrecy Act
OFAC
Microsoft Word and Excel are
Credit reports
Deposit products along with operational function of those products

Desired experience for member relationship specialist includes:

Monitors the Lead Teller in training, monitoring, coaching and developing teller department on a daily basis
Ensure the Lead Teller is monitoring on-the-job training for newly assigned personnel
Responsible for ensuring the Lead Teller is conducting quarterly up training of teller staff
Assists the Lead Teller with counseling Tellers having balancing difficulties and makes recommendations to the Branch Vice-President for resolution
Ensures the Lead Teller is communicating with employees to motivate and educate them to enhance their performance
Ensures the Lead Teller is monitoring the workplace environment for personnel problems and situations that could warrant advising Branch Vice President of pending difficulties

Member Relationship Specialist Examples

1

Member Relationship Specialist Job Description

Job Description Example
Our innovative and growing company is hiring for a member relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for member relationship specialist
  • Ensures the Lead Teller is routinely conducting teller meetings as needed to ensure staff is informed of new information
  • Ensures the Lead Teller participates in quarterly up training/coaching programs to ensure incumbent has and maintains the knowledge necessary to be successful in this position
  • Responsible for ensuring the Lead Teller is implementing and tracking a branch teller referral program
  • Ensures that the Lead teller completes side by side observation during the first week’s of window exposure
  • Meets periodically with Branch VP to review development of teller department
  • Prepares and administers with the assistance of the Lead Teller
  • Assist the Lead Teller in completing standard or special reports as required by policy and procedure or as assigned by the Branch Vice-President
  • Assists with monthly SMP requirements as assigned
  • Administer Lead Teller steps monthly in the absence of the Branch VP in branches with no Teller Supervisor
  • Review and approve electronic time cards for the Lead Teller and Tellers
Qualifications for member relationship specialist
  • Will occasionally lift & carry heavy coin and cash boxes weighing 50 pounds
  • Performs other duties as assigned, including Teller duties
  • Responsible for ordering, balancing and maintaining vault and working stock for both preloaded Gift Cards in branch
  • Assists with monthly SMP/ERM Portal and VE SMP requirements as assigned
  • Processing member transactions/inquires coming through telephone channel efficiently, accurately, and in a timely manner
  • Will primarily act as Receptionist helping members get loan applications started, processing disputes, ordering new debit/ATM card, ordering checks and answering member inquiries
2

Member Relationship Specialist Job Description

Job Description Example
Our growing company is looking for a member relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for member relationship specialist
  • Manage loan funding/closing and issues that may come up
  • Using credit report, sound lending practices and solid judgment to make lending recommendations or decisions
  • Using credit report, sound lending practices and solid judgment to make lending recommendations to the loan officer
  • Maintaining loan quality standards, member service, audit integrity and compliance areas
  • Providing budget counseling, loan consolidation, payment methods options to members as it relates to their financial needs and explaining reasons for loan denials or exploring alternate solutions for their financial needs
  • Ensuring loans are reviewed and processed within established policies and procedures, federal and state guidelines
  • Participates in business development events and acts as a credit union ambassador both in and outside of the branch
  • Establishing new credit union memberships
  • Responding to member inquiries
  • Providing high-quality, consultative service to members
Qualifications for member relationship specialist
  • Comfortable with high volume and fast pace environment
  • Has experience with processing and funding consumer loans (franchise/non-franchise dealerships, private party, lease buyouts, out of state purchases and unsecured loans)
  • Comfortable in a competitive, high volume and fast pace environment
  • Have experience in financial institution sales and service with a proven track record of meeting production and sales goals
  • Have experience processing and funding consumer loans (franchise/non-franchise dealerships, private party, lease buyouts, out of state purchases and unsecured loans)
  • Be flexible with scheduling including occasional Saturday hours and evening hours
3

Member Relationship Specialist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of member relationship specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for member relationship specialist
  • Originating, processing, and funding consumer loans
  • Ensuring compliance with all applicable laws, regulations, policies, and procedures
  • Responding to member inquiries across digital channels
  • Participating in business development activities
  • Ensuring compliance with all applicable laws, regulations, policies, and
  • Have one year of experience in financial institution sales and service with a proven track record of meeting production and sales goals
Qualifications for member relationship specialist
  • Must have the ability to work loan process
  • On average needs to fund 80 loans/month and process/interview 140 apps/month
  • Identifies member events to provide expert integrated solutions on multiple member products and close on sales that meet the members needs and facilitate the members financial security
  • Serves as team leader in absence of manager
  • Provides coaching and guidance to less experienced employees
  • Acquisition and maintenance of applicable licenses/state registrations as required
4

Member Relationship Specialist Job Description

Job Description Example
Our growing company is looking to fill the role of member relationship specialist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for member relationship specialist
  • Purchases, renews and redeems certificates of deposit
  • Orders plastics such as ATM, VISA Check Cards and replacement credit cards
  • Resolves some member problems independently
  • Provides notary service to members
  • Opens and closes safe deposit boxes for members
  • Have a minimum of one years’ experience in financial institution sales and service with a proven track record of meeting production and sales goals
Qualifications for member relationship specialist
  • Have 1-2 years of experience in a financial institution
  • Be knowledgeable in Credit Union Regulations and Guidelines
  • Be flexible with scheduling that includes hours Monday-Saturday
  • Supports VyStar’s mission to become the primary financial institution of our members by providing service in an expeditious and courteous manner
  • Opens new savings, checking and money market accounts
  • Processes various types of loan applications, including but not limited to, Auto VIPs, Credit Cards and lines of credit in the Appro System

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