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Member Service Consultant I

Company: MAX Credit Union
Location: Montgomery
Posted on: July 14, 2019

Job Description:

Role: To assist members and potential members with their Credit Union needs; explain services, set up new accounts, respond to problems, and direct members to the appropriate people. Essential Functions & Responsibilities:Opens accounts and fully explains the services and distributes the proper disclosures.Assists members in establishing Jenny MAX, ATM/ Debit Card services, and Online Banking.Assists members in completing appropriate documentation regarding fraud situations.Maintains basic knowledge of MAX products and services, and consistently cross offers these products and services.Assists members with the completion of paperwork and posts documents required for stop payment orders, direct deposits, payroll deductions, allotments, etc.Assists or seeks assistance effectively for members who have concerns/problems relating to Credit Union matters.Performs duties of Branch Receptionist and Member Service Representative once a month to maintain skills.Handles mail/telephone requests and inquires in accordance with Credit Union policies.Supports and adheres to the member service standards.Completes all training as required.Performs other related duties as assigned. Requirements:Experience: Six months of cumulative related experience.Education: A high school education or GED.Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.*Other Skills: Minimum of one year of public contact experience required. Effective oral and written communication skills desired. Proficient computer skills preferred. Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Keywords: MAX Credit Union, Montgomery , Member Service Consultant I, Professions , Montgomery, Alabama

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