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Member Service Specialist II

Job Description

MEMBER SERVICE SPECIALIST II, MIT Federal Credit Union (MITFCU), to be responsible for offering member information, assistance, and solutions addressing financial needs and challenges via email, telephone, or written correspondence.  Responsibilities include the handling of daily account maintenance and other service issues, including product ordering, scanning of document and member records, GL and check reconciliations, processing payments, travel alerts, address changes, ATM/debit card POS increases, and PIN resets; assisting members with new account services; originating and processing consumer, home equity, and VISA loans from start to end, including ancillary product review, application submission, running credit report(s), processing income requirements, reviewing debt, and collecting all necessary documents; opening IRA accounts and accepting annual contributions; initiating wire transfers; and proactively cross-selling by identifying sales opportunities and following referral procedures.  

A full description is available at https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:a867f05a-62ee-4690-87ee-591b400c78e4.  

Job Requirements:

REQUIRED: a high school diploma or equivalent certificate of education, at least three years’ experience in customer service, excellent communication and leadership skills, and ability to resolve complicated member issues. PREFERRED:  experience working in financial services and with cash handling, credit card transactions, and balancing.  Job #22796-5

This is a full-time, 35-hour-a-week position.

The position requires the ability to work at all three MITFCU’s branches in Cambridge and Lexington.

Occasional overtime may be required during peak periods or in special circumstances.

5/30/23

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