Member Experience Representative

Alabama Credit Union•Madison, AL
•Onsite

About The Position

The Member Experience Representative is a frontline position serving members at the County Line Branch in Madison, Alabama. The representative onboards members by opening new accounts, assists with loan requests and financial transactions, and helps members identify additional Alabama Credit Union products and services that may meet their needs. The role includes accurately and efficiently handling transactions such as deposits, withdrawals, credit card payments, balance transfers, and debit card and check orders, while providing information about products and services. This position suits someone who enjoys helping people, can discuss credit union products and services with members, works effectively in a fast-paced environment with multiple priorities, and pays close attention to detail. The work involves frequent personal contact with people inside and outside the organization to resolve first-level conflicts, build relationships, and gain cooperation. Discussions require confidentiality, discretion, diplomacy, and tact. The physical requirements include sitting, standing, walking, seeing, hearing, reaching, using gross and fine motor coordination, operating standard office machines, handling paper and cash, and occasionally lifting and carrying incidental items such as supplies.

Requirements

  • High school diploma or equivalent.
  • Customer service skills.
  • Cash-handling experience or ability.
  • Good computer skills, including use of Microsoft Office products and web-based applications.
  • Ability to follow lengthy procedures for account opening.
  • Ability to describe and sell products and services to members.
  • Ability to change focus efficiently in a fast-paced environment.
  • Desire to help others in the community.
  • Ability to handle confidential discussions with discretion, diplomacy, and tact.
  • Ability to sit, stand, walk, see, hear, reach, use gross and fine motor coordination, operate standard office machines, handle paper and cash, and occasionally lift and carry incidental items such as supplies.

Nice To Haves

  • One to three years of similar or related experience.
  • Bilingual Spanish skills.

Responsibilities

  • Onboard members by opening new accounts and providing a relationship-building experience.
  • Assist members with loan requests and financial transactions, including giving and receiving cash and other negotiable instruments.
  • Conduct deposits and withdrawals, post credit card payments and balance transfers, and receive debit card and check orders accurately and efficiently.
  • Provide information about products and services and describe and sell offerings that may serve members' financial needs.
  • Help members with their financial needs and provide service in a fast-paced environment with multiple priorities.
  • Resolve first-level conflicts, build relationships, and solicit cooperation with discretion and tact.
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