MEMBER RELATIONSHIP SPECIALIST (Cadillac, MI Branch)
About The Position
The Member Relationship Specialist I serves as the first point of contact for members, delivering exceptional service through relationship-building, problem solving, and financial guidance. This role supports a wide range of transactions and account services while identifying opportunities to meet member needs. The position focuses on creating positive member experiences, resolving questions, and connecting members with appropriate products and services. Through communication, accuracy, and professionalism, this role helps strengthen member relationships and supports branch performance.
Requirements
- High school diploma or equivalent required
- Strong communication and interpersonal skills
- Ability to build relationships and provide excellent service
- Attention to detail and accuracy
- Problem-solving and critical thinking skills
- Basic math and computer skills
- Ability to manage multiple tasks in a fast-paced environment
- Adherence to Bank Secrecy Act & OFAC requirements
- Adherence to U.S. Patriot Act regulations
- Adherence to Gramm-Leach-Bliley privacy and information security standards
Nice To Haves
- Customer service, sales, or financial services experience preferred
Responsibilities
- Greet members and provide prompt, professional, and friendly service
- Build relationships by understanding member needs and providing solutions
- Answer questions, resolve issues, and support financial inquiries
- Deliver a consistent and positive member experience
- Process transactions accurately, including deposits, withdrawals, and payments
- Open, maintain, and close member accounts
- Support account services including IRAs, HSAs, and certificate accounts
- Assist with card services, online banking, and digital tools
- Research and resolve account discrepancies and member concerns
- Provide clear explanations and guidance to members
- Escalate complex issues as needed
- Support members through challenging or sensitive situations
- Identify opportunities to recommend products and services
- Support consultative conversations aligned with member needs
- Contribute to branch service and sales goals
- Promote financial wellness and member education
- Maintain accuracy in transactions, balancing, and reporting
- Support vault, cash handling, and branch operational procedures
- Assist with ITMs, coin machines, and related equipment
- Follow policies, procedures, and compliance requirements
- Support team members and contribute to a positive branch environment
- Share knowledge and assist with training and onboarding
- Participate in meetings and branch initiatives
- Communicate updates, issues, and opportunities
- Complete tasks accurately and within established timelines
- Maintain organization and attention to detail
- Follow security, compliance, and safety procedures
- Support continuous improvement of branch operations
Benefits
- Comprehensive medical, dental, and vision insurance
- Generous PTO and paid holidays
- 401(k) with employer match
- Tuition reimbursement and professional development opportunities
- Career growth pathways within a stable and growing organization
- A collaborative, supportive culture focused on teamwork and DEI
- Community involvement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
