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Member Service Specialist

Full Time
  • Full Time
  • Bend, OR
  • $19.73 - $29.59/hr. USD / Year
  • Salary: $19.73 - $29.59/hr.

Website TwinStar Credit Union

We are excited to invite passionate individuals to join our team, where you will embark on a rewarding career journey filled with growth, support, and the opportunity to make a meaningful impact on our members and the community we serve. Our core values—authenticity, boldness, collaboration, dignity, and empathy—guide everything we do and foster an inclusive culture that prioritizes teamwork and innovation. If you are looking for a fulfilling career where you can grow professionally while helping others achieve their financial goals, our organization is the place for you. Join us in shaping the future of financial services and making a difference in the lives of those around us!

Applicants are encouraged to apply by November 15th, 2024

Location:

  • Bend, OR

Pay Range:

  • The full hourly pay range is $19.73 – $29.59
  • We provide an additional $2.00 per hour bilingual differential for those employees who can support our members’ financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

Delivers exceptional member service by meeting members’ needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including processing transactions, resolve member concerns, follow proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of “people helping people” and objectives.

What you’ll do:

  • Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
  • Identifies, refers or originates all products and services offered by the credit union.
  • Receives, processes, and posts member financial transactions, including deposits,
    withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains  accurate records of all transactions.
  • Processes cash orders with management oversight, completes wire transactions, and check 21.
  • Responds and resolves members’ requests, concerns, and complaints, and/or directs the
    member to the proper person/department for assistance.
  • Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
  • Assists management with certifications, key assignments, and balancing the vault.
  • Records detailed notes to document member interactions, complex situations, and  transactions to minimize lapses in employee communication or member service.
  • Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
  • Takes a proactive approach to learning new credit union systems and processes.
  • Maintains a professional image and engages as a positive team member.
  • Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
  • All other duties as assigned

Qualifications:

  • A minimum of one (1) year of experience interaction with customers and cash handling or an equivalent role or work experience.
  • Must be eligible for NMLS.

Bonus Points if you have:

  • Experience in financial services industry is preferred.

What you’ll bring:

  • Ability to perform in an environment with frequent changes and competing demands.
  • Open to feedback and respond with professionalism and dignity delivering information to members and co-workers.
  • Ability to continuously learn and maintain knowledge of credit union system’s, processes, and compliance requirements.
  • Ability to learn how to timely problem solve and make decisions relevant to role and experience.
  • Ability to embrace and promote a positive, collaborative work environment.
  • Ability to role model our core values.
  • Maintain confidentiality with minimal supervision.

Total Rewards:

This position is eligible for coverage under the credit union’s group welfare benefits program the first of the month following your date of employment. The benefits program includes coverage paid in full by the credit union, benefits which employees share in the cost, and voluntary coverage. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Coverage covered at 100% by the credit union includes Basic Life/Accidental Death & Dismemberment (AD&D) Insurance, Long-Term Disability, and Travel Accident Coverage. Employees share in the cost of Medical Insurance, which also includes Dental and Vision coverage. Employees also have the option to elect voluntary coverage for Life/AD&D, Short-Term Disability, and AFLAC at 100% of the cost.

The credit union offers the utilization of Flexible Spending (FSA), Dependent Care (DCA), and Health Savings Accounts (HSA) that are set up to reimburse you with pre-tax dollars for eligible healthcare and/or dependent care costs. Eligibility to contribute towards one of these savings accounts is effective with the medical insurance enrollment, based on the type of medical coverage selected.

Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

To apply for this job please visit boards.greenhouse.io.

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