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About the Role
As a Member Experience Specialist, you will help create the highest level of member service by building lasting relationships with Credit Union members and co-workers through an environment of courtesy and respect. This position's core responsibilities include serving members with excellence, accurately and efficiently processing financial transactions, promoting products and services, and achieving sales and referral goals. A Member Experience Specialist must be active in branch success, including sales success, accountability, detail orientation, problem-solving, effective communication, teamwork, and initiative. Must be tech-savvy using tools such as tablets, barcode scanners, smartphones, laptops, and kiosk stands.
Responsibilities
- Serve members with excellence and deliver great member value.
- Accurately and efficiently process various financial transactions.
- Ask for business and acquire new members through account servicing.
- Promote products and services to meet members’ needs.
- Achieve sales and referral goals.
- Be active in branch success, including sales success, accountability, detail orientation, problem-solving, effective communication, teamwork, and initiative.
- Utilize tech-savvy tools such as tablets, barcode scanners, smartphones, laptops, and kiosk stands.
Requirements
- High school diploma or equivalent required.
- 1-2 years financial institution experience or retail sales and/or customer service experience preferred.
- Knowledge of various financial transactions, negotiable instruments, and deposit products and policies.
- Intermediate knowledge in various loan products and ancillary products.
- Strong knowledge of the Credit Union’s online, mobile, and Internet banking solutions products, processes, and policies.
- Proficient knowledge of applicable Federal regulations including BSA/AML, Customer Due Diligence, Regulation E., Regulation CC.
- Proficient mathematical skills to include accurately count money, add, subtract, multiply, divide, and intermediate knowledge of reconciling draft accounts.
- Strong computer knowledge and keyboard skills, which include MS office 365 applications, ten- key number pad and exposure to Symitar, Meridian Link and Synapsys.
- Skilled in interpersonal and communication skills (both written and oral) when working with members or co-workers on accounts.
- Ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships.
- Ability to work independently and in a teamwork environment.
- Strong desire to work with members in a face-to-face environment while providing excellent member service daily.
- Strong detail orientation and ability to maintain accuracy in processing transactions and detecting discrepancies.
- Demonstrate the ability to recognize opportunities to cross sell products and services to existing members and prospects.
Skills
- Interpersonal skills
- Communication skills (written and oral)
- Judgment and discretion
- Teamwork
- Detail orientation
- Accuracy
- Problem-solving
- Initiative
- MS Office 365
- Ten-key number pad
- Symitar
- Meridian Link
- Synapsys
Location
- In person at the Ben White Location
Work Type
- Full-time
- Approximately 40 hours per week
Experience Level
- 1-2 years financial institution experience or retail sales and/or customer service experience preferred
Education Level
- High school diploma or equivalent
Salary/Compensations
- $19.00 - $21.00 per hour
Benefits
- 401(k)
- 401(k) matching
- Employee assistance program
- Paid time off
About the Company
- Profitable growth with a culture of KAIZEN is required.