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Member Services Support Specialist

   Closing Date: Aug. 31, 2019

Employer:Saratogas Community Federal Credit Union
Job Location: Saratoga Springs - Saratoga County
Employment Type:Full Time


Performs a variety of support duties related to the front line, savings and lending functions within the credit union and assist in providing a wide range of administrative and support services to credit union operations that require a broad knowledge of department operations, policies and procedures. The position assists with debit and credit card services, rewards programs and remote delivery services. This position ensures efficient, effective, professional service to our members.


Provides members a trusting experience to build long term relationship and offer excellent service. Cross-sells credit union products and services based on member needs and explains various account and ownership options. Provides need based recommendations to members to meet and exceed their financial expectations.

Provide information in person, on-line, and by telephone on credit union products and services, policies and procedures and membership eligibility. Answer telephone, email, online banking requests and website messages, provide routine information, and/or route calls to appropriate personnel. Take messages and continue follow through.

Performs routine front line transactions, including opening and maintaining existing accounts, processing deposits, withdrawals, loan payments, transfers, and check cashing. Open and close accounts, verify accounts, accept loan applications, process various member transactions, and respond to member inquiries. Accurately and efficiently process transactions at the credit union and through remote delivery services.

Assists members in a pleasant, professional and efficient manner in person, on-line, by telephone and/or written correspondence. Responds to members in a timely and professional manner using the appropriate communication channels. Monitors and responds to remote delivery service channels daily including but not limited to call center notifications, online banking inquiries, secure messages, voicemails and email.

Assists in the daily processing of all digital and remote products and services offered by the credit union. Provides prompt and efficient service regarding all digital services including remote deposit transaction processing, online account opening.

Performs credit and debit card functions such as ordering plastic, maintaining account information, address changes, blocks, adjustments, processing transactions, travel requests, disputes, rewards redemptions.

Outbound calling to members to cross-sell products and services, improve retention, product penetration and collect on delinquent payments.

Maintain knowledge of applicable state and federal regulations.

Any other duties assigned by management.


Friendly, accurate, detail oriented, knowledgeable, hardworking, honest and dependable. Associates degree preferred plus three to five years of progressively responsible experience in a financial institution or an acceptable combination of education and experience necessary to gain the background knowledge to transact business effectively with members and co-workers.
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