Member Experience Specialist - Float

MONROE COMMUNITY CREDIT UNION•Monroe, MI

About The Position

The Member Experience Specialist will deliver exceptional member service through remote channels, addressing members’ needs and enhancing their overall experience. This role will ensure that all interactions are aligned with the credit union’s goals and values, while efficiently servicing our members. This position involves identifying the needs of our members while providing personalized solutions to promote the Credit Union’s products and services and to assist with a variety of member service- related activities such as opening accounts; including IRAs and CDs, loan applications, and assist members with online banking needs. This individual will foster an environment that produces exceptional member service in accordance with MCCU’s Passion Statement.

Requirements

Prior teller or banking experience
High School diploma required
Obtain Financial Counseling Certification within first year of being in the role
Member service oriented with the enthusiasm to provide high quality service
Excellent oral and written communication skills
Be eligible and meet the standards to obtain NMLS licensing

Nice To Haves

Member service, consumer loan and mortgage loan origination experience preferred

Responsibilities

Identify the needs of existing and prospective members to provide tailored solutions, including opening accounts, processing loan applications, and offering online banking products and services.
Research and resolve timely any issues related to member accounts.
Handle all account packages and documentation promptly and efficiently.
Conduct routine new account screening to ensure compliance with CU policies and federal regulations.
Complete all required tracking forms for loans and member services.
Manage the member service and personal Tracker queue on a daily basis.
Responsible for maintaining all member follow-ups in a timely manner.
Complete member verification forms as required.
Provide Notary service as needed.
Process, disburse and close on all loan applications.
Demonstrate teamwork through positive interactions with all co-workers.
Actively engage and participate in Credit Union promotions while meeting cross sale goals.
Other Duties as assigned.
Perform teller duties to support the team
Other miscellaneous office functions i.e. ordering supplies, service calls
Saturday and after-hours rotation when necessary