Member Experience Specialist
$37,440–$37,440 year
On-siteWentzville, Missouri, United States
Job Summary
Greet members, build rapport, and deliver personalized solutions while managing account inquiries, fraud forms, wire transfers, and instant card issuance. Process cash advances, bond cashing, and coin machine transactions using the cash recycler to meet member needs. Assign loan and deposit applications, coordinate branch scheduling for staff coverage, and maintain inventory within budget. Perform daily vault balancing, branch audits, and security checks, ensuring the building opens and closes securely. Support membership growth through referrals and community business development while complying with credit union policies and maintaining member confidentiality.
Required Qualifications
- at least one year of experience in a sales or service position
- Possesses ability for independent thinking that allows for identification of problems and corresponding solutions
- Develops and executes action plans where needed
- Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations
- Keeps current with industry trends and changes in regulations
- Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs
- Has the ability to process a large volume of work while maintaining member service standards
- Has the ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned
- Must be flexible and have a strong ability to adapt to changing situations
- Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs
- Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills
- Works well with other team members to achieve group cohesiveness and objectives
- Performs tasks correctly and efficiently
- Has strong attention to detail
- Expresses self honestly, positively, and professionally in both oral and written communication
- Speaks correctly and uses correct grammar and spelling in all communications
- Possesses strong sense of ownership and responsibility for branch's operations
- Displays integrity and high moral responsibility
- Displays a solid analytical ability, with the ability to be direct and ask discerning questions
- Has a strong understanding of the various programs/software used in their position
- Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
- Occasional travel or moving from one office location to another or from one department to another at the headquarters building
- Occasional lifting, moving, or adjusting objects up to 20 pounds
- Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device
- Work will be in a commercially reasonable temperature-controlled environment
- Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow
Desired Qualifications
- At least one year of experience in a financial institution is preferred
- Some college education is desirable
- Attendance of credit union industry seminars, workshops and conventions may be required
- Ongoing professional development is expected
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