Member Specialist

Great Lakes Credit Union•Antioch, IL
•$17 - $25

About The Position

The Member Specialist (Bank Teller) is primarily responsible for meeting or exceeding members’ expectations by serving as their valued financial partner. The role involves understanding members’ financial needs and goals, advising them on appropriate products and services, and making referrals that support their objectives. The position performs duties accurately and in compliance with applicable laws, regulations, policies, procedures, and internal controls, while maintaining positive working relationships across the credit union. The Member Specialist provides high-quality member service and retention, handles financial transactions, responds to member inquiries, supports sales and service goals, and helps maintain branch safety and operational standards. The role also opens and maintains membership accounts, manages member relationships through outbound calls, supports other departments and branches as needed, and participates in credit union promotions and community events.

Requirements

  • High school diploma, GED, or equivalent.
  • Demonstrated excellent customer service and communication skills.
  • A passion for helping and supporting others.
  • Cash handling experience in a financial institution or retail establishment.
  • A high degree of accuracy and attention to detail.
  • Proficiency with computer applications and systems, including Microsoft Word, Excel, and Outlook.

Responsibilities

  • Accurately perform member transactions, including deposits, withdrawals, payments, transfers, money orders, and cashier’s checks.
  • Provide advice, counseling, and solutions in response to member inquiries and problems, coordinating with other credit union personnel as needed.
  • Support a sales- and service-driven culture and meet personal performance goals while contributing to branch and credit union goals.
  • Comply with regulations, internal controls, and security procedures while maintaining secure control of cash and negotiable instruments.
  • Follow policies and procedures to help ensure branch safety and security.
  • Open and prepare the department for daily operations.
  • Process night depository, express drop, and mail transactions as required.
  • Perform departmental audits and audits of teller work as required.
  • Verify member signatures, account ownership, and identification.
  • Close, balance, and secure the branch; balance the coin machine and prepare coin shipments.
  • Maintain vault combinations.
  • Meet and consult with members or prospects to identify needs and offer appropriate products and services.
  • Manage a book of business and build member relationships through outbound calls, member resolution calls, and sales lead calls.
  • Open and maintain membership accounts in accordance with policies and procedures.
  • Provide Call Center support as needed.
  • Assist other departments and branches as required.
  • Participate in credit union promotions and community events.
  • Maintain compliance with applicable federal, state, and local regulations and follow credit union policies, procedures, and internal controls.
  • Perform other duties as assigned.

Benefits

  • Competitive total compensation package.
  • Medical, dental, and vision insurance.
  • Wellness programs and health membership reimbursement.
  • Company-paid short-term and long-term disability insurance.
  • Employee banking benefits, including 24/7 digital banking and access to a network of more than 30,000 ATMs and 18 branches.
  • Company-paid life insurance.
  • Paid time off and paid holidays.
  • 401(k) retirement savings plan with employer matching contributions.
  • Training programs and mentorship opportunities.
  • Tuition reimbursement for continuing education.
  • Employee recognition programs.
  • Community service initiatives and volunteer opportunities.
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