The Branch Experience Specialist provides professional, friendly, and efficient service to credit union members by assisting with financial transactions and account management. The position processes deposits, loan payments, cashier’s checks, gift and travel cards, account closures, stop payments, address updates, and other account services; maintains and balances operating cash; answers questions about products and services; and helps resolve problems. The specialist greets and directs members and guests, promotes member education, and identifies opportunities to recommend credit union products and services. The role contributes to branch and organizational success through teamwork and compliance with regulations, security procedures, and required annual compliance training. Other related duties may be assigned. This position is based at the Cerrillos Branch in Santa Fe, New Mexico, and requires supporting Monday through Saturday member service hours. It may involve occasional travel between branch locations, periodic extended hours for project deadlines or events, and occasional exposure to outdoor conditions while traveling. The position is primarily sedentary, with extended periods seated or standing, computer and office-equipment use, occasional reaching or bending, and light lifting up to 50 pounds. Reasonable accommodations are available for individuals with disabilities.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED