Member Service Representative/Member Service Specialist Hybrid

Towne Bank Cary , NC 27518

Posted 1 week ago

Member Service Representative

Essential Responsibilities:

  • Handles monetary transactions for members and enters them in the Bank's software programs and provides receipts

  • Follows the Bank's security guidelines on a daily basis

  • Stays abreast of the Bank's check cashing policies and procedures and Federal Laws to verify checks and cash and examine documents for essential elements

  • Reviews member accounts in order to make appropriate decisions regarding the requested transaction

  • Accurately keeps cash drawer in balance on a daily basis

  • Promotes TowneBank and its products and services

  • Provides exquisite service to members in person, on the phone or by email

  • Displays a professional appearance and behavior

  • Become cross-trained on the bank's products, services and related procedures so as to assist on the platform as a Member Service Specialist as needed (See duties below)

  • Handles other branch duties as assigned

  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Member Service Specialist:

Essential Responsibilities:

  • Opens new accounts and performs maintenance on existing accounts

  • Interviews members to obtain information and matches members' needs to bank products

  • Gathers data, accurately completes written documentation and inputs information into the bank's computer system

  • Completes appropriate transaction tickets and takes them to the teller line for processing

  • Promotes TowneBank as well as all related bank products

  • Provides assistance to members in person and on the phone

  • Follows the bank's security guidelines on a daily basis

  • May perform other duties such as ordering supplies, reconciling accounts and assisting with audits

  • Other duties as assigned

  • Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

  • Prior cash handling experience and/or six months bank teller experience is highly desired

  • Basic computer skills including Outlook, Excel, Word and Bank software programs

  • Flexibility to learn and grow as new systems or processes emerge

  • Ability to keep cash drawer in balance on a daily basis

  • Ability to accurately process monetary transactions in a timely fashion

  • Proven ability to give our members excellent service in person, on the phone, and by email

  • Ability to work as an integral team player

  • Punctuality is a must

  • Previous experience in customer service and/or financial services

  • Excellent customer service skills

  • Strong telephone skills

  • Ability to learn new processes effectively

  • Ability to listen well and resolve member issues in a positive manner

  • Able to multi-task on a daily basis

  • Able to learn new product information and promote benefits to members

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Member Service Representative/Member Service Specialist Hybrid

Towne Bank