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MEMBER SERVICES SPECIALIST, DUKE CREDIT UNION

Company: Duke University
Location: Durham
Posted on: May 19, 2019

Job Description:

Auto req ID 113427BR Duke Entity CENTRAL ADMIN MANAGEMENT CTR Job Code 3512 MEMBER SERVICES SPECIALIST Job Description I. Objectives: To receive members on the telephone or in person at any branch and handle the transactions requested, or direct them to the proper person. To insure that all requests for services by members are processed in a timely manner in accordance with policies and procedures. Performs duties at the MSS desk, Teller Line, and Greeter Station as deemed appropriate by Management. This position also performs duties in the Operations department. To provide accurate and detailed information to credit union members concerning credit union services and policies to include shares, share drafts, certificates, IRA's, loans, VISA, ATM, ACH, wires, payroll deductions, and electronic services. To operate and maintain a working knowledge of the dataprocessing system as it relates to the daily operations of the credit union. This includes the ability to enter all transactions, deposits, withdrawals, loans and maintain accounts. To represent the credit union to members in a warm, courteous and professional manner. Adheres to expectations as outlined in the Credit Union Service Standards. II. Responsibilities and Authorities Receive members via telephone or in person, determine the nature of the member's business and either transact the member's request or refer member to appropriate staff member. Responsible for handling changes in name, address, and other pertinent information. Responsible for marketing credit union services by cross selling. Responsible forhandling payroll request. Includes stops, starts or changes on payroll deduction amounts or payroll distributions. Process stop payment requests, order checks, and provides copies of statements that are in the optical system. Responsible for processing share secured loans and share covered VISA's. Responsible for quoting accurate loan pay-off information. Responsible for opening and closing share and share draft accounts. Must know the required procedures for opening and closing certificates of deposits and IRA accounts. Identify, research and resolve member issues. Follow-up on member inquiries not immediately resolved. Respond to member emails in a timely and professional manner. Balancing, emptying, filling, and daily maintenance of Coin Machine. Responsible for maintaining and balancing a cash drawer daily and for cashing share drafts or checks. Receives cash and checks from members and is responsible for funds being deposited correctly and accurately to member accounts. Receives requests for transferring funds from one account to another and is responsible for funds being correctly and accurately transferred. Responsible for processing incoming and outgoing mail transactions. Assist at the Greeter Station when needed. Maintain strict adherence and consistency to procedures regarding safe deposit boxes. Create Debit/ATM/Credit Cards and balance card machine at the end of each business day. Process and balance Automatic Teller Machine (ATM) daily deposit pulls and Audio Response requests. Monitor ATM portal. Process fraud center detail report emails and CAM alerts. Assist with debit/credit card maintenance. Update travel notices through Powerlink. Performs other duties as may be required or requested by the Supervisor. Requirements: Education: High School diploma or equivalency required. Business or technical training desired. Experience: Two years financial institution experience required. One to two years credit union experience preferred. Job Knowledge: Must have complete knowledge of credit union policies and procedures, applicable credit union law, and the data processing system. Must be knowledgeable of credit union products and services. Must be knowledgeable of general office procedures and etiquette. Must possess aptitude for figures. Abilities and Skills: Must be able to communicate effectively with others over the telephone and in person. Must be able to grasp the effects of member requests as they relate to individual accounts. Ten-key and keyboard skills required. Excellent oral and written communication required. Essential Functions: Mobility, Speech, Sight, Hearing, Stooping, Dexterity, Lifting up to 60 pounds, Bending, Sitting for extended period. Working Conditions: Must be willing to work overtime during peak periods. Usual office conditions. Location Durham Requisition Number 401595568 Position Title MEMBER SERVICES SPECIALIST, DUKE CREDIT UNION Shift First/Day Job Family Level 07 Full Time / Part Time FULL TIME Regular / Temporary Regular Department Name Duke Credit Union Minimum Qualifications Duke University is an Affirmative Action/Equal Opportunity Employercommitted to providing employment opportunity without regard to anindividual's age, color, disability, gender, gender expression, genderidentity, genetic information, national origin, race, religion, sex,sexual orientation, or veteran status. Duke aspires to create a community built on collaboration, innovation,creativity, and belonging. Our collective success depends on the robustexchange of ideas-an exchange that is best when the rich diversity ofour perspectives, backgrounds, and experiences flourishes. To achievethis exchange, it is essential that all members of the community feelsecure and welcome, that the contributions of all individuals arerespected, and that all voices are heard. All members of our communityhave a responsibility to uphold these values. Essential Physical Job Functions:Certain jobs at Duke University and Duke University Health System mayinclude essential job functions that require specific physical and/ormental abilities. Additional information and provision for requests forreasonable accommodation will be provided by each hiring department. Education High School diploma or equivalency required. Business or technicaltraining desired. Completion of the Star Modules is preferred. Experience Two years financial institution experience required. One to two yearscredit union experience preferred.

Keywords: Duke University, Durham , MEMBER SERVICES SPECIALIST, DUKE CREDIT UNION, Other , Durham, North Carolina

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