Member Experience Specialist - Forestdale

AmFirst

13d • Onsite

About The Position

This role is responsible for assisting members and non-members with a variety of financial transactions and inquiries. The specialist will handle tasks such as opening and closing accounts, managing debit cards, online/mobile banking, and other services. They will also resolve member issues within their authority, promote credit union products, and act as a liaison between members and departments. The role may involve representing the credit union in external engagements and requires cross-training in lending. Notary services are also provided.

Requirements

• 1+ year experience working in a financial institution.
• Proficient with teller transactions.
• A high school education or GED.
• Ability to utilize various electronic systems to obtain and enter information.
• Excellent communication skills.
• Good judgment to resolve member issues and offer other services.
• Capability of changing job function as member traffic dictates to meet member needs.

Nice To Haves

• Experience with opening and closing deposit accounts is preferred.

Responsibilities

• Assists members and non-members with general financial transactions and inquiries including opening and closing deposit accounts, debit cards, online/mobile banking, adding/removing joints/PODs, safety deposit boxes, etc.
• Resolves problems within their authority in a timely manner and refers issues beyond their authority to their supervisor with recommendations.
• Posts transactions and maintains records in accordance with credit union policies and guidelines.
• Promotes, explains, and cross sells credit union products and services, anticipating member needs.
• Maintains a teller drawer and performs teller functions as needed.
• Acts as liaison between members and various departments.
• Represents the credit union in business partner visits and various civic functions to develop additional business.
• Cross trains on consumer lending and mortgages.
• Provides notary services to members.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED