Universal Member Service Specialist I - Full-time / Part-time

At Truliant, we build trusting relationships with our members by providing financial guidance that aligns with their best interests. We believe this is how we improve our members' lives, and our teammates make that happen daily. If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply.

Job Overview

As a Universal Member Service Specialist (UMSS), you will be responsible for discovering and addressing our member-owners' needs while providing great service and straightforward financial solutions. This position's primary responsibilities include processing transactions, lending, account opening and maintenance, and opening savings & investment products.

Daily functions of this position:

• Performs all teller transactions and balances CDMs, TCRs, ATMs, and vault
• Opens new accounts, using credit union product knowledge to suggest products and services that will benefit the member
• Helps members evaluate their financial goals by providing guidance, credit reviews, and solutions we offer through Credit Union products and services
• Researches and resolves account issues efficiently, working with your team as necessary to meet the members' needs
• Makes outbound calls guidance calls to member owners
• Understands audit procedures and the importance of maintaining the integrity of audit guidelines
• Executes the MFC's plan to ensure achievement of goals and objectives, including but not limited to: member service scores, loan production, deposit production, new member growth, and partner lines of business referrals

Must have:

• Flexibility to assist members with various needs throughout the day and shift priorities as needed
• Willingness to learn, understand and implement all business processes within the credit union
• Superior coaching skills and ability to communicate well with diverse personalities
• Excellent communication skills in English, both verbal and written
• Strong interpersonal skills
• Good arithmetic skills
• Basic computer skills
• High School Diploma or equivalent (College Degree preferred)
• A minimum of 3+ years related experience in the retail industry or financial services

Experience preferred, but training will be provided on:

• Standard concepts, practices, procedures, regulations, and compliances within the financial services environment
• Advanced products and services offered by the credit union
• Service recovery concepts to enhance member satisfaction
• Basic concepts and principles of credit underwriting
• Notary status within 3 months of hire
• Branch lending

Our ideal candidate:

• Has previous sales and/or lending experience
• Is tactful, mature, flexible and compassionate
• Is detail oriented and well-organized
• Is a driven individual who can complete tasks with minimal supervision
• Will possess a strong commitment to providing excellent service to Truliant's members

Physical Requirements

• Frequent standing, walking, and bending required
• Must be able to sit at a desk for moderate periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Full-Time Benefits Include:

• Medical, dental, vision and prescription benefits
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Retirement/pension plan
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Shortand long-term disability
• Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee assistance program
• Medical flexible spending account
• Dependent care flexible spending account