paycor
Member Service Advisor
Spero Financial Federal Credit Union
Columbia, USA
Full-time
Entry
Onsite
Discovered 1 months ago
Full Job Posting
- Teller transactions, cash/check balancing, online member requests including replies to online banking messages and webmail, wires, account maintenance, lobby management, member appointment scheduling, adding shares/joint members to existing memberships, IRA deposits, and withdrawals, notary services, vault duties, cash management. Other duties/functions may be assigned as they relate to member service needs, such as limited travel to other branch locations, community involvement, credit union events and other service-related functions.
- Performs other job-related duties as assigned.
- Experience: Six months minimum to a year or more of similar or related experience, including time spent in similar or preparatory positions.
- Education/Certifications/Licenses: A high school degree or GED is required.
- Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.
- Other Skills: Maintain knowledge with training in BSA Compliance - every staff member is required to uphold the credit union’s compliance with the Bank Secrecy Act (BSA), Customer Identification Program (CIP), Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) policies and procedures. This includes required BSA reporting. Specific functions such as tellers and front-line staff within Spero Financial will take into consideration the awareness of unusual or suspicious activity that is relevant to the department and report such activity. In addition to any other assigned training courses, BSA, CIP, OFAC and AML related courses must be completed at least annually, as made available by the Training and/or Compliance Departments. Required to maintain comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, and Office of Foreign Assets Control requirements. Comply with all Spero policies and procedures to ensure compliance with such regulations.
About Spero Financial Federal Credit Union
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