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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
Job Title: Member Account Specialist
Job Location: Richmond, VA (Onsite)
Job Duration: 12+ Months(Possibility for Extension)
shift between 8:00am – 6:00pm
Job Description:
Top Required Skills:
• MUST have minimum 1+ year experience in banking and financial background
• Must be able to operate a computer and other office equipment
• Must be skilled when working with details such as numbers and names
• Must have the ability to effectively communicate with members both verbally
• and in writing
• Must have the ability to consistently provide excellent professional service
• Must be able to work in an environment of multi-tasking
• Must be able to exercise active listening and problem-solving skills in complex conversations, offering patience and support
What soft skill requirements do you have:
• Strong work ethic
• Adaptability
• Time management
• Organizational skills
• Stress management
Nice to Have Skills:
High Level Project Overview/Responsibilities:
• This position will work at our call center on the phone and in person at one of our designated branch locations
• Inform, Educate, and Advise members, regardless of the individual circumstances.
• 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.
• Assist members with the transfer program, payroll deductions, direct deposit, stop payments, account-based inquiries, and credit card inquiries.
• Promote the credit union by cross-selling products and services focusing on department goals and member needs.
• Handle member inquiries and solves problems.
• Other duties may be required and assigned by the manager.
• Comply with all published DECU & regulatory policies and procedures including, but not limited to, Risk Management policies.
• Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
• Report all Risk Management Policy violations in accordance with policy
Education:
• Minimum High School Diploma or GED
Are there any specific companies/industries you’d like to see in the candidate’s experience?
• Must have prior experience in a Customer Service and/or Problem Resolution role
• MUST have prior banking and financial background experience
Job Location: Richmond, VA (Onsite)
Job Duration: 12+ Months(Possibility for Extension)
shift between 8:00am – 6:00pm
Job Description:
Top Required Skills:
• MUST have minimum 1+ year experience in banking and financial background
• Must be able to operate a computer and other office equipment
• Must be skilled when working with details such as numbers and names
• Must have the ability to effectively communicate with members both verbally
• and in writing
• Must have the ability to consistently provide excellent professional service
• Must be able to work in an environment of multi-tasking
• Must be able to exercise active listening and problem-solving skills in complex conversations, offering patience and support
What soft skill requirements do you have:
• Strong work ethic
• Adaptability
• Time management
• Organizational skills
• Stress management
Nice to Have Skills:
High Level Project Overview/Responsibilities:
• This position will work at our call center on the phone and in person at one of our designated branch locations
• Inform, Educate, and Advise members, regardless of the individual circumstances.
• 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.
• Assist members with the transfer program, payroll deductions, direct deposit, stop payments, account-based inquiries, and credit card inquiries.
• Promote the credit union by cross-selling products and services focusing on department goals and member needs.
• Handle member inquiries and solves problems.
• Other duties may be required and assigned by the manager.
• Comply with all published DECU & regulatory policies and procedures including, but not limited to, Risk Management policies.
• Complete all required, ongoing enterprise level training including, but not limited to BSA, OFAC, and Information Security.
• Report all Risk Management Policy violations in accordance with policy
Education:
• Minimum High School Diploma or GED
Are there any specific companies/industries you’d like to see in the candidate’s experience?
• Must have prior experience in a Customer Service and/or Problem Resolution role
• MUST have prior banking and financial background experience
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