Member Service Specialist III

Our Purpose

At Vibe, we are driven by our mission to elevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values - be inclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!

Position Purpose

The Member Service Specialist is responsible for assisting members and performing a broad variety of member services.

Essential Duties

• Handle incoming phone calls quickly and professionally. Direct member calls to the proper area and handle phone transfer requests. Direct lobby traffic to the department the member needs.
• Educate and provide membership with general information pertaining to products and services.
• Sort and deliver mail to the proper departments.
• Review and process changes of name, address, or other account information.
• Assist members with information and assist them in signing up for electronic services
• Process verification of deposits.
• Keep rate boards update, lobby organized, and teller queue-line fully stocked with pens, brochures, and rate sheets.
• Must be willing to maintain a work schedule determined by the demographic needs of the branch location and be willing to adapt to the changing needs of the branch schedule as necessary.
• Follows policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.
• Build relationships and actively cross sell beneficial products and services.
• Respond to member requests and provide effective solutions to resolve situations.
• Complete required daily, monthly and quarterly reports and assignments.
• Perform Teller transactions and serve as a back-up when needed for branch coverage.
• Perform other special assignments as needed.
  
  

Education/Experience

• High School graduate or equivalent
• Customer/ Member Service experience preferred
  
  

Skills/Abilities

• Strong customer service and sales skills
• The ability to multi-task
• Good communication skills, professional appearance, dress and attitude