Member Connection Specialist

Heartland Credit Union (Kansas)•Hutchinson, KS

6d•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 is not-for-profit financial institution that has provided exceptional member service for over 75 years by delivering solutions, earning trust, and building relationships! As we continue to grow, we need great talent like you to be a part of our team and culture. HCU locations in Kansas include 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

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.
Connects members with appropriate HCU team member/department through our video software.
Liaison between member using video software and consumer lending staff 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.
Participate in HCU community events.
Maintains a working knowledge of HCU products and services.
Ensures members are informed of HCU services and policies. Refers members to appropriate departments.
Ensures HCU's quality reputation is maintained and projected.
Attends meetings and trainings as required.
Providing members personalized, exceptional member experience, with each interaction.
Actively contributes to positive, professional working environment.
Performs all related duties and special projects as assigned.