Member Experience Coordinator ( Rockville, MD)

Educational Systems Federal Credit UnionRockville, MD
Onsite

About The Position

Educational Systems FCU is a fast-growing credit union serving the education community for over 65 years, with over $1.4 billion in assets and 85,000 members. We are seeking an energetic, self-motivated professional with a positive attitude and excellent interpersonal and communication skills to join our team as a Member Experience Coordinator. This role provides sales and service functions, informs members about Credit Union services, and cross-sells products to meet member needs. The incumbent will drive efficiency in member service by directing branch traffic and support the Branch Manager in maintaining a member-focused sales and service culture. This dynamic role combines teller and member services responsibilities, focusing on exceptional member service, understanding financial needs, and offering suitable solutions. The Member Experience Coordinator is the face of the Credit Union, fostering strong relationships and ensuring positive and efficient member experiences. Flexibility to work extended hours at other branch locations, including weekends and evenings, is required.

Requirements

  • High school diploma or equivalent (GED).
  • Two (2) years customer service experience required.
  • Ability to multitask and identify member needs.
  • Must be able to meet and/or exceed sales goals.
  • Excellent interpersonal skills required.
  • Excellent verbal and written communication skills.
  • Ability to work with highly confidential information.
  • Ability to perform routine mathematical calculations.
  • Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, 10 key calculator, fax, copier, telephone, etc.
  • Possess the ability to lift 25 pounds.
  • Possess the ability to sit and use a computer for prolonged periods of time.

Nice To Haves

  • Associate degree preferred.
  • One (1) year previous financial services experience preferred.

Responsibilities

  • Provide information on all Credit Union services.
  • Effectively cross-sell products and services that meet member needs.
  • Drive efficiency in member service by appropriately directing branch traffic.
  • Support the Branch Manager in maintaining a member-focused sales and service culture.
  • Provide exceptional member service.
  • Understand the financial needs of members and offer suitable solutions.
  • Foster strong relationships with members.
  • Ensure that member Credit Union experiences are positive and efficient.
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