Member Experience Officer ( Rockville, MD)

Educational Systems Federal Credit UnionRockville, MD
Onsite

About The Position

Educational Systems FCU has proudly served the education community for over 70 years, managing over $1.3 billion in assets and serving 95,000 members. The credit union is fast-growing and committed to its core purpose of serving the education community, guided by values of trustworthiness, excellence, collaboration, empowerment, and caring. Its vision is to make financial wellness and stability accessible for all communities it serves. The Member Experience Officer role involves providing sales and service functions, offering information on Credit Union services, and cross-selling products to meet member needs. This role also manages day-to-day branch operations in the absence of the Assistant Manager or Branch Manager and supports membership and asset growth through sales campaigns and community outreach. The ideal candidate will ensure a positive and seamless member experience by actively listening, addressing concerns, and advocating for members' best interests, ultimately enhancing their satisfaction and loyalty.

Requirements

  • High school diploma or equivalent GED
  • Minimum three (3) years financial institution experience
  • Experience selling and cross-selling products or services in a financial institution
  • Ability to perform intermediate mathematical calculations
  • Excellent verbal and written communication skills
  • Must complete process to become a notary within 6 months of employment
  • 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.

Nice To Haves

  • Associate degree preferred
  • One (1) year supervisory experience preferred
  • One (1) year experience in outside sales and/or business development preferred

Responsibilities

  • Provide a variety of sales and service functions
  • Provide information on all Credit Union services
  • Effectively cross-sell the products and services that meet the member's specific needs
  • Manage the day-to-day operations of the branch in the absence of the Assistant Manager (where applicable) and Branch Manager
  • Support the Credit Union's membership and asset growth goals by participating in sales campaigns and community outreach events as determined by the Branch Manager
  • Ensure members have a positive and seamless experience by actively listening to their needs, addressing concerns, and advocating for their best interests
  • Create an exceptional experience for members, ensuring their satisfaction and loyalty
  • Interact with members to understand their needs, resolve their concerns, and enhance their overall experience with the Credit Union

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

11-50 employees

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