Part Time Member Experience Specialist I

Kirtland Federal Credit Union • Albuquerque, NM

1d • Onsite

About The Position

Kirtland Credit Union is seeking a part-time Member Experience Specialist I for a regular, 100% on-site position at its Montgomery Branch. The role focuses on creating exceptional member experiences by developing and maintaining member relationships, resolving problems, and providing a range of member service functions. These include teller transactions, cash handling, account maintenance, opening accounts, and making referrals for consumer loans, credit cards, and KFS services.

The specialist assesses members’ financial needs and presents relevant product and service options, supports basic financial and money-management questions, and maintains effective relationships with members, coworkers, departments, and management. The position also follows the credit union’s lobby management and staffing model, keeps management informed of branch activities and significant issues, and assists other branches or departments as needed.

Requirements

• High school diploma or equivalent.
• At least one year of cash handling experience.
• At least one year of sales and customer service experience.
• Proven member service skills, including the ability to resolve problems independently or escalate them as needed to promote member satisfaction.
• Experience identifying customer needs and providing solutions professionally.
• Basic skills in identifying and assessing member needs and building relationships that earn member trust.
• Ability to create, build, and maintain strong relationships.
• Strong analytical and financial skills.

Nice To Haves

• Bachelor's degree.
• Previous lending or sales experience.
• Experience with IRAs and other consumer deposit products.
• Prior sales experience with individual performance or sales goals that were routinely met or exceeded.

Responsibilities

• Create exceptional member experiences by developing, maintaining, and enhancing member relationships.
• Resolve member problems and requests promptly, aiming for outcomes that work for both the member and the Credit Union.
• Perform member service functions, including teller transactions, cash handling, account maintenance, and opening new accounts.
• Generate referrals for consumer loans, credit cards, and KFS services.
• Meet with members, assess their financial needs, and present relevant product or service options.
• Maintain basic knowledge of deposit and consumer loan products and services, as well as IRA accounts.
• Complete account maintenance tasks, including check orders and debit card-related duties.
• Answer questions and solve problems by listening, collecting information, and offering options.
• Process teller transactions and place appropriate holds in accordance with regulations and internal compliance expectations.
• Consult with members about basic money management and financial matters, as appropriate.
• Establish and maintain effective, professional relationships with members and coworkers.
• Follow KCU lobby management and the MXS staffing model.
• Help ensure the Credit Union's quality and professional reputation is maintained.
• Coordinate and communicate effectively with departments and management.
• Assist other branches, departments, and coworkers as needed.
• Attend required meetings and inform management of branch operational or sales activities and significant problems.

Benefits

• Medical, dental, and vision insurance.
• 401(k) retirement savings program with employer match.
• Paid time off accruing from day one.
• 11 paid holidays per year.
• Tuition reimbursement for college degrees.
• Employee clothing advance.
• Fitness reimbursement program.
• Employee assistance program.
• Short- and long-term disability.
• Travel assistance.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED