Member Service Specialist III
Listed on 2026-03-10
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Customer Service/HelpDesk
Customer Service Rep, Customer Success Mgr./ CSM
At Vibe, we are driven by our mission toelevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values
-beinclusive, educate, embrace change, and seek opportunities- we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Role:
Member Service Specialist III
As a Member Service Specialist III, you will serve as a trusted financial partner to our members by delivering a full range of member services. You’ll support account opening and maintenance, certificates, lending, and product solutions—while building strong relationships that help members reach their financial goal. This role blends service excellence, consultative sales, and operational expertise. You’ll also provide support to teammates, assist with complex needs, and serve as a knowledgeable resource within the branch.
What You’ll Do:- Serve Members with Excellence:
Communicate the benefits of Vibe’s full suite of products and services, tailoring recommendations to meet individual member needs. - Build Relationships:
Develop strong rapport with members to proactively promote and cross‑sell relevant products and services. - Support Accounts & Products:
Open and maintain accounts, manage CDs and IRAs, and assist with a wide range of lending products. - Resolve Needs:
Address member inquiries with professionalism and provide effective, member‑focused solutions. - Process Lending:
Handle the processing, evaluation, and disbursement of loan applications accurately and efficiently. - Provide Additional Services:
Offer notary and signature guarantee services with integrity and reliability. - Support the Team:
Assist colleagues across the branch and credit union as needed to ensure smooth operations and exceptional service. - Provide Branch Coverage:
Perform basic teller transactions and serve as backup coverage when necessary. - Stay Flexible:
Maintain a work schedule aligned with branch needs and adapt to changes as required. - Ensure Compliance:
Follow BSA, AML, CIP, and CDD policies and procedures daily to remain compliant with all regulations. - Perform Other Duties:
Complete special projects or assignments as needed to support branch and organizational success. - Meet all established Sales and Service Goals.
Education & Experience:
- High school diploma or equivalent required
- Prior customer or member service experience preferred
- Familiarity with lending practices is a plus
- Strong customer service and consultative sales skills
- Ability to multitask and manage competing priorities effectively
- Clear, professional, and positive communication style
- Strong attention to detail and accuracy
- Ability to prepare routine reports and written correspondence
- Team‑oriented mindset with a willingness to support others
- You’ll play a meaningful role in helping members navigate important financial decisions.
- You’ll have opportunities to grow your expertise in lending, service, and relationship‑building.
- You’ll work in a supportive, inclusive environment that values collaboration and development.
- You’ll be part of a mission‑driven organization focused on elevating community and creating opportunity every day.
The physical demands described represent those required to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. While performing this role, the employee may be required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.
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