Member Experience Specialist I

Kirtland Federal Credit Union•Albuquerque, NM

1d•Onsite

About The Position

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. We are currently seeking a Member Experience Specialist to join Kirtland Credit Union! This is a regular, full-time, 100% On-Site position based at our Montgomery Branch in Albuquerque. Join the rest of our teammates and become eligible for a generous benefits package that we offer.

Requirements

High School Diploma or equivalent
Minimum one year’s cash handling experience, sales and customer service preferred.
Basic knowledge of all deposit and consumer loan products and services.
Has basic knowledge of IRA accounts.
Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust.
Able to create and maintain strong relationships.
Strong analytical and financial skills.

Nice To Haves

Bachelor’s degree preferred.
Previous lending or sales experience preferred.
Experience with IRA and other consumer deposit products preferred.
Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred.
Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction.
Experience with customer service, identifying needs and providing solutions in a professional manner.

Responsibilities

Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships.
Responsible for problem resolution resulting in win-win for the member and the Credit Union.
Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts.
Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services.
Assumes responsibility for the effective and professional performance of member service functions.
Meet with members, create and enhance member relationships
Proactively analyze member financial needs and present product or service options
Complete account maintenance tasks such as: check orders, debit cards and other related duties.
Answers questions and solves problems for members by listening, collecting data, offering a variety of options.
Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations
Consult with members regarding basic money management and financial matters, as appropriate.
Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers.
Resolve member’s request and questions promptly and with KCU core value expectations.
Utilize and adhere to KCU lobby management and MXS staffing model .
Ensure Credit Union’s quality and professional reputation is projected and maintained.
Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management.
Assists other branches or departments as needed.
Assists all co-workers.
Attends meetings as required
Keeps Management informed of branch operational/sales activities and of any significant problems.