ZipRecruiter

Log In

1

Member Service Assistant Manager Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsBusiness JobsCustomer Service JobsCustomer Service Manager JobsMember Service Assistant Manager Jobs

Member Service Assistant Manager information

What is the difference between Member Service Assistant Manager vs Member Service Representative?

AspectMember Service Assistant ManagerMember Service Representative
CredentialsHigh school diploma; some roles prefer associate or bachelor’s degreeHigh school diploma or equivalent
Work EnvironmentSupervisory role in branch or call center, overseeing staffFrontline customer service in branches or call centers
Employer & Industry UsageFinancial institutions, credit unions, banksFinancial institutions, credit unions, banks
Common Search & ComparisonLeadership, supervisory duties, managementCustomer service, client interaction, support

The Member Service Assistant Manager typically has supervisory responsibilities and may oversee staff, requiring some leadership skills. In contrast, the Member Service Representative focuses on direct customer service and support. Both roles are common in financial institutions and share similar credentials, but differ mainly in scope and responsibilities.

What does a member service assistant manager do?

A member service assistant manager oversees daily operations of member services, ensuring customer satisfaction and resolving issues. They supervise staff, handle member inquiries, and support the implementation of policies, often using customer management systems. Strong communication and leadership skills are essential for this role.

What cities are hiring for Member Service Assistant Manager jobs?

Cities with the most Member Service Assistant Manager job openings:

What states have the most Member Service Assistant Manager jobs?

States with the most job openings for Member Service Assistant Manager jobs include:

What are popular job titles related to Member Service Assistant Manager jobs?

For Member Service Assistant Manager jobs, the most frequently searched job titles are:

Member Service Assistant Manager jobs near you

Member Service Assistant

Brownsville, TX • On-site

Rally Credit Union
Finance and Insurance • 501 - 1,000 employees
Learn more about Rally Credit Unionexternal

Other

Posted 22 days ago

Rally Credit Union rating

6.9

Company rating: 6.9 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

PRIMARY OBJECTIVE OF POSITION
Responsible for establishing new memberships and increasing existing member account relationships through sales and referrals to meet performance targets. Determine the member's needs, tailoring credit products to meet their unique financial needs and goals. Cross sells all products and services while adhering to credit union policy and procedures.
ESSENTIAL JOB FUNCTIONS
  • Maintains excellence in delivering member service and exceeding the credit union and department service standards.
  • Perform daily responsibilities along with knowledge of opening and closing accounts, debit cards, servicing members, and processing stop payments, wire transfers, placing check orders, processing special instructions on accounts, e-services and performing general file maintenance and researching transactions.
  • Provide support to Receptionist area as needed.
  • If applicable, provide access and servicing to safe deposit box for members. (Spohn location only).
  • Providing a consultative sales approach to meet our member's financial needs by proactively identifying opportunities to cross-sell and up-sell beneficial products and services.
  • Fostering a teamwork attitude to ensure all credit union goals and objectives are achieved.
  • Consistently meet or exceed sales goals as set by management by effectively and efficiently cross-selling credit union products and services to both current and potential members.
  • Responsible for referring sales opportunities to other lines of business.
  • Input loan t applications to include recommendation of loan opportunities and forward to MSR/MSO for decision.
  • Maintain accurate data entry regarding member records, maintenance, and transactions; have the ability to find and correct errors.
  • Ensure the protection of the credit union's interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
  • Adherence to security, internal control procedures, policies and applicable laws and regulations.
  • Adhere to mandatory compliance, product, and credit union training.
  • Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
  • Responsible for completing BSA/AML compliance training annually.
  • All other duties as assigned.

RELATIONSHIPS AND CONTACTS
Supervise Approximately: None
Reports To: Branch Manager
Contacts: Frequent contact with members and other departments face to face and by telephone.
EDUCATION
  • Requires a High School Diploma or GED

EXPERIENCE
  • One (1) year experience in assessing and meeting member needs, with 6 months of financial/banking/CU experience preferred.

PHYSICAL REQUIREMENTS
  • Position involves wrist/hand manipulation, restriction to workstation for extended periods of time.
  • May be required to stand for extended periods of time. Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents.
  • Communication abilities required by this job includes clarity in speech and hearing for effective staff/member interaction.
  • Position may require travel to alternate branch locations as scheduled or as business needs arise, including temporary or permanent assignments, to support operational requirements.

MENTAL REQUIREMENTS
  • Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
  • Must have a strong ability to read and carry out various written instructions and follow oral instructions.
  • Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence.
  • The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace.
  • Must be able to effectively handle multiple, simultaneous, and changing priorities.
  • Must be capable of exercising highest level of discretion on both internal and external confidential matters.

EQUIPMENT REQUIREMENTS
  • Personal computer with windows environment, ATM/ITM, scanner, and cash advance machine, calculator, copy machine, Debit card imprinter.

I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.

What Rally Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply