Member Solutions Specialist

ID 2025-34557
Location
Cone Health
Work Location
US-NC-Greensboro
Division : Name
System Wide
Department : Name
SW-Credit Union
Category
CLERICAL/ADMIN
Position Sub-Category
OTHER
Position Type
Full Time (40 hours/week)
Employment Type
Employee
Exempt/NonExempt
Non-Exempt
FTE
1.00
Workforce Status
Onsite
Work Hours
40.00
Provider Schedule (specific schedule)
7:15am -4:45pm
On call Required
No

Overview

 
The Member Solutions Specialist processes member transactions and maintains cash drawers to document financial changes. Under minimal supervision, this job promotes the day-to-day operations of the organization and strengthens relations with new and potential members by providing excellent customer service. The schedule for this position is Monday - Friday, 7:15am -4:45pm.

 

Responsibilities

 

 
  • Promotes credit union products and services based on member needs identified through conversations and maintain current knowledge of all credit union services and policies.
  • Counsels members on interest rates, cross-sell services, and assist with opening new share accounts, share draft accounts, and certificates.
  • Assists members in completing applications for Individual Retirement Accounts and Share Certificates, process new account information, and order checks and debit cards.
  • Maintains cash drawer, processes member transactions, and handles wire transactions.
  • Provides assistance to members with closing accounts, processing quick cash loans, and setting up payroll distributions.
  • Addresses member inquiries, resolves account discrepancies and complaints, and provides exceptional customer service.
  • Advises members with closing accounts and account discrepancies and complaints, process quick cash loans, and processes wire transactions.
  • Performs other duties as assigned.

Qualifications

 

EDUCATION:
Required: High School Diploma or equivalent

 

EXPERIENCE:
Required: 5 years of experience.

 

LICENSURE/CERTIFICATION/REGISTRY/LISTING:
 

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