Member Specialist - Full Time

Pinnacle Federal Credit Union is seeking a Full Time Member Specialist in Edison New Jersey

Email cover letter and resume to:


Serve as a liaison between the member and the credit union. Greet and welcome members and visitors to the credit union in a professional manner.  Represent the Credit Union in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.  Respond to member requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.  Open new accounts and service existing accounts.  Set up new account files, and provide members with all necessary information for membership.  Handle request from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other request received from members.  Promote Credit Union products and services based on member needs that are obtained from member interviews and/or review of members account.   Actively cross sell products; Mail receipts and checks to members as indicated by policy and procedures; provide information on investment alternatives to members wishing to deposit funds with the credit union; Current and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Specialist; Up-to-date comprehensive knowledge on all related policies and procedures, rules and regulations.  Assist members with proper completion of payroll deduction and direct deposit forms.  Research accounts for deposit, withdrawal, and loan-payment discrepancies.  Assist members in opening individual retirement accounts.  Other projects and duties as required/assigned.  Bilingual /Spanish speaking a plus.

Posted 08-25-17