Member Services Specialist
Current•Accurately conducts financial transactions for members •Prepares various end of day financial reports; ensures cashboxes and various ledgers are balanced •Facilitates and provides initial orientation for new members, to include recommendations of various products and services to enhance quality of life •Provides excellent customer service; professionally answers questions, inquiries, and concerns brought to our attention •Articulate/compassionate; resolves member’s complaints with diplomacy and tact •Receives and maintains knowledge of current RBFCU policies and procedures, as well as other relevant federal regulations such as the USA Patriot Act and Bank Secrecy Act •Obtains monthly training specializing in areas such as customer relations and fiduciary training for banking industry •Created guide for yearly QA Modules, which helped increase our branch's average score by 27%