Mbr Exp Specialist
Sharonview Standard Brand
 Fort Mill, SC

Requisition Number: MBREX01150

Essential Responsibilities

  1. Process a set of basic member financial transactions.
  2. Respond to routine member inquiries regarding the basic operation of accounts and access to services.
  3. Operate computer terminal to accurately post transactions, access account information, balance transactions, and generally update member account information.
  4. Maintain a current knowledge of products and services, changes in regulations and internal policies and procedures specifically related to their job.
  5. Maintain a knowledge of and comply with all BSA related regulations and internal policies and procedures.
  6. Maintain confidentiality and safeguard all member information.
  7. Understand and be able to calculate and explain deposit rates and APRs to members.
  8. Empowered to resolve complaints, solve member problems and refund fees without supervisory approval.
  9. Cross-offer, promote and educate our members on our products and services.
  10. Perform such other member service functions that might be needed from time to time and assist other team members to complete tasks and work assignments.
  11. Process all member financial transactions: including but not limited to, closing accounts, issuing checks, processing transfers and withdrawals, issuing certificates
  12. Respond to member inquiries regarding the operation of accounts, access to services, account discrepancies, adding, or reducing service features on various accounts, and assisting members
  13. Maintain confidentiality and safeguard all member information

Qualifications and Requirements

  • Bachelor’s Degree (BA or BS) from an accredited four-year college or university or an equivalent combination of education and work experience. ( highlighted areas will be job specific and could even be need specific at time of hire)
  • Proficient with a variety of computer software applications, including MS Word and MS Outlook.
  • Must have a service orientation - actively looking for ways to help people solve problems or meet financial objectives.
  • Superior written and verbal communication skills with an outgoing, friendly personality. Information can be exchanged in person, in writing, by telephone or e-mail with a wide variety of persons, both internally and externally
  • Possess the ability to work well with people and to create a self-motivating work environment. Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Must accept empowerment to be accountable; must be willing to be coached and be moldable and teachable.
  • Demonstrate strong organization skills, high level of accuracy, and the ability to multi-task in a fast paced environment while able to give attention to details.
  • Possess the ability to perform active listening skills: give full attention during communication, taking time to understand, asking questions for clarification.
  • Demonstrate complex problem solving skills - identify complex problems and review related information to develop and evaluate options and implement solutions. Requires creativity, resourcefulness, strong decision-making and quick-thinking skills and abilities.
  • Maintain knowledge of and comply with all BSA related regulations and internal policies and procedures
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