Must have the ability to perform all duties associated with the Member Service Specialist I and Member Service Specialist II positions, including but not limited to all teller duties as well as new account functions
Deliver sales and service excellence through increased cross selling opportunities for additional products and services to include debt protection coverage on loans. Must be able to demonstrate product knowledge, recognize opportunities and overcome objections while recommending products and services that will improve the members’ financial lives.
Responsible for opening complex (trust, estate, guardianship and representative payee) and business accounts. Must be able to clearly present, explain and maintain these accounts and the service terms and conditions to meet all compliance requirements.
Must have knowledge of all essential procedures to obtain required documentation to complete loan interview process
Ability to complete loan process, including but not limited to application processing, preparing and completing necessary documents, and administering loan disbursement upon approval
Must be able to answer and perform general loan inquires, including but not limited to calculating payoff statements, updating payment information and adjusting debt protection products
Adhere to all credit union compliance requirements, including Bank Secrecy Act (BSA) guidelines and regulations as explained and as appropriate for the position
Perform other office operations related duties as assigned by the Office Manager or authorized party
Must have the ability to travel between credit union branches as assigned
High school diploma
Minimum of 1 - 3 years of similar or related experience that aligns with MSS I and MSS II skill sets (Teller and New Accounts)
Strong interpersonal and customer service skills
Enthusiastic and outgoing personality
Excellent attention to detail and accuracy skills
Effective written and verbal communication abilities
Ability to cross-sell credit union products and services
Point Breeze Credit Union is a member-owned, not-for-profit financial cooperative founded in 1935 to serve the financial needs of employees of Western Electric Company’s Baltimore Works. Today, Point Breeze has three offices located in Hunt Valley, Rosedale and Bel Air, serving more than 500 Employer Groups and over 50,000 members in the Greater Baltimore area, with total assets of over $725 million.
For 80 years, Point Breeze Credit Union has remained a safe, trusted place to save and borrow money at favorable rates. Moreover, we are a full-service financial institution, offering FREE checking accounts, low-rate credit cards, and the convenience of remote banking.