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Job Requirements of Member Account Specialist:
-
Employment Type:
Contractor
-
Location:
Richmond, VA (Onsite)
Do you meet the requirements for this job?
Member Account Specialist
Careers Integrated Resources Inc
Richmond, VA (Onsite)
Contractor
Quick description of the role or project story (What this role will be doing):
o This position will work at our call center on the phone and in person at one of
our designated branch locations
o Inform, Educate, and Advise members, regardless of the individual
circumstances.
o Perform transfers, withdrawals, loan payments by transfer and advances from
lines of credit by transfer or check
Takes check orders over the phone and
processes Credit Card Payments.
o Assist members with the transfer program, payroll deductions, direct deposit,
stop payments, account based inquiries, and credit card inquiries.
o Promote the credit union by cross-selling products and services focusing on
department goals and member needs.
o Handle member inquiries and solves problems.
o Other duties may be required and assigned by the manager.
o Comply with all published DECU & regulatory policies and procedures including,
but not limited to, Risk Management policies.
o Complete all required, ongoing enterprise level training including, but not
limited to BSA, OFAC, and Information Security.
o Report all Risk Management Policy violations in accordance with policy
What are the top must have skill sets (technical/functional)
which are required?
1
Must be able to operate a computer and other office equipment
2
Must be skilled when working with details such as numbers and names
3
Must have the ability to effectively communicate with members both verbally
and in writing
4
Must have the ability to consistently provide excellent professional service
5
Must be able to work in an environment of multi-tasking
6
Must be able to exercise active listening and problem-solving skills in complex
conversations, offering patience and support
7
Banking and financial background experience
What soft skill requirements do you have (team fit and personality requirements)?
1
Strong work ethic
2
Adaptability
3
Time management
4
Organizational skills
5
Stress management
What education and certifications/licensures are required? Minimum High School
Diploma or GED
o This position will work at our call center on the phone and in person at one of
our designated branch locations
o Inform, Educate, and Advise members, regardless of the individual
circumstances.
o Perform transfers, withdrawals, loan payments by transfer and advances from
lines of credit by transfer or check
Takes check orders over the phone and
processes Credit Card Payments.
o Assist members with the transfer program, payroll deductions, direct deposit,
stop payments, account based inquiries, and credit card inquiries.
o Promote the credit union by cross-selling products and services focusing on
department goals and member needs.
o Handle member inquiries and solves problems.
o Other duties may be required and assigned by the manager.
o Comply with all published DECU & regulatory policies and procedures including,
but not limited to, Risk Management policies.
o Complete all required, ongoing enterprise level training including, but not
limited to BSA, OFAC, and Information Security.
o Report all Risk Management Policy violations in accordance with policy
What are the top must have skill sets (technical/functional)
which are required?
1
Must be able to operate a computer and other office equipment
2
Must be skilled when working with details such as numbers and names
3
Must have the ability to effectively communicate with members both verbally
and in writing
4
Must have the ability to consistently provide excellent professional service
5
Must be able to work in an environment of multi-tasking
6
Must be able to exercise active listening and problem-solving skills in complex
conversations, offering patience and support
7
Banking and financial background experience
What soft skill requirements do you have (team fit and personality requirements)?
1
Strong work ethic
2
Adaptability
3
Time management
4
Organizational skills
5
Stress management
What education and certifications/licensures are required? Minimum High School
Diploma or GED
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