Member Experience Officer ( Waldorf, MD)

Educational Systems Federal Credit UnionWaldorf, MD
Onsite

About The Position

Educational Systems FCU, a credit union with over $1.3 billion in assets and 95,000 members, has served the education community for over 70 years. The organization is committed to making financial wellness and stability accessible, guided by values of trustworthiness, excellence, collaboration, empowerment, and caring. 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 position also entails managing day-to-day branch operations in the absence of the Assistant Manager or Branch Manager and supporting 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, advocating for members' best interests, and enhancing overall satisfaction and loyalty with the Credit Union. The role requires a sales and service role model who can foster a sales culture in a fast-paced branch environment.

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

Responsibilities

  • Provide a variety of sales and service functions
  • Provide information on all Credit Union services
  • Effectively cross-sell 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
  • Be a sales and service role model
  • Create and maintain a sales culture in a fast paced branch environment

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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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