Member Connection Specialist

Heartland Credit Union (Kansas)•Wichita, KS

2d•Onsite

About The Position

Heartland Credit Union is seeking a friendly, service-driven Member Connection Specialist to be the first point of contact for our members and create a welcoming lobby experience. This role is key in connecting members with the right products, services, or team members-whether it's assisting with day-to-day needs or introducing them to a loan officer. If you're passionate about providing exceptional service, enjoy building relationships, and thrive in a fast-paced, team-oriented environment, we'd love to meet you! Heartland Credit Union has been providing exceptional member service for over 75 years! Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.

Requirements

High school graduate or equivalent.
Previous customer service and cash handling experience preferred.
Accurate and attentive detail.
Excellent communication skills.
Ability to move 30 lbs. occasionally and/or up to 10 lbs. frequently.
Stationary for extended periods of time.

Nice To Haves

Excellent communication skills.
Accurate and attentive to detail.
Good math skills.
Well organized.
Willingness to assist others.
Abilities generally acquired on the job within six months.
Strong referral skills.
Ability to understand and interpret policies and procedures.
Proficient in MS Office including Word, Excel and Outlook.
Able to operate related computer applications and PC.
Professional appearance.
Flexible and open to change.

Responsibilities

Provides members personalized, exceptional member experience, with each interaction.
Greets members entering the branch, directs them to the correct staff member for assistance and provides assistance with ATM usage, online and mobile account enrollment and usage and other branch services.
Serves walk-in members with various account inquiries.
Assists members to and in the Member Connection Suite.
Work to ensure members are comfortable with the digital interaction in our video connection suites.
Connects members with appropriate HCU team member/department through our video software.
Liaison between member using video software and FSR for document scanning, notary, card delivery, and other related.
Reset video connections suites after each member interaction.
Receives and processes changes of name, addresses, and other account information as needed.
Performs teller functions, including but not limited to, receiving cash, disbursing cash, adding new shares, closing shares, if applicable.
Works with members to help answer questions and resolve any account related issues or needs.
Maintains privacy of member account information.
Presents and explains HCU services and products to members and assists in meeting their financial needs.
Assists other Tellers, FSR's Branch Manager and other staff as necessary.
Participate in HCU community events.
Learn about HCU products and services and present information to other staff members.
Discusses credit union products and services with members.
Ensures members are promptly and professionally served.
Attends meetings and training sessions as required.
Provides superior service to our members.
Proactively support and advance HCU's culture.
Performs all other duties as assigned.