Member Experience Specialist I

Neighborhood Credit Union•Duncanville, TX
•$19 - $20•Onsite

About The Position

The Member Experience Specialist I serves members with transactional needs and digital experiences in a branch setting. The role identifies opportunities to discuss members’ financial needs and refers them to appropriate channels and technology, with the goal of providing an efficient and pleasant experience. The specialist works as part of a professional team and helps create a welcoming, secure branch environment. The position performs teller transactions, guides members in using in-branch technology, advocates for the credit union’s digital channels, and markets and explains credit union products and services. It also maintains professional relationships with members, protects the privacy of account information, follows applicable credit union and government policies and procedures, and works with colleagues to meet members’ needs.

Requirements

  • High school graduate or equivalent.
  • Knowledge of policies and procedures.
  • Basic understanding of credit union operations.
  • Excellent communication and public relations skills.
  • Ability to analyze accounts.
  • Attention to detail and strong organizational skills.
  • Ability to assist others.
  • Ability to use a 10-key, PC, teller terminal, telephone, card machine, and related business equipment.

Nice To Haves

  • One to two years of related experience is preferred.

Responsibilities

  • Perform teller functions efficiently, effectively, and accurately.
  • Help manage branch traffic and maintain a pleasant, welcoming, and secure environment.
  • Process deposits to share, share draft, and other savings accounts; monitor deposit amounts and examine documents for endorsement and negotiability.
  • Disburse cash or check withdrawals and provide official checks and credit card advances.
  • Receive loan and service charge payments, process account transfers, redeem U.S. Savings Bonds, and process shared service center transactions.
  • Guide members in using in-branch technology and advocate for the credit union’s digital channels.
  • Market and cross-sell current and new credit union products and services, and explain their features and benefits.
  • Maintain effective, professional relationships with members and promptly address their requests and questions.
  • Protect the privacy of member account information and follow credit union and governmental policies and procedures, including fraud and robbery prevention guidelines.
  • Maintain effective communication and positive working relationships with management and colleagues; inform the Branch Manager of significant problems or concerns.
  • Assist other departments when necessary, attend required meetings, and help colleagues complete tasks and assignments.
  • Maintain branch supplies and perform other related duties as assigned.
  • Accurately balance transactions at the end of the business day.
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