Member Service Specialist II

Massachusetts, United States
09 Dec 2020
End of advertisement period
07 Feb 2021
Contract Type
Full Time

Working at MIT offers opportunities, an environment, a culture – and benefits – that just aren’t found together anywhere else. If you’re curious, motivated, want to be part of a unique community, and help shape the future – then take a look at this opportunity.

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.

Job Requirements

REQUIRED: a high school diploma or equivalent certificate of education, at least three years’ experience in customer service, excellent communication skills, 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 #19143-5

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