Engagement Specialist

part-time - Bluestone location

The Engagement Specialist responsible for delivering an experience that is simple, fun, and more rewarding for everyone. This includes and is not limited to, providing outstanding service to both internal and external members. Establish, develop, and retain long-term relationships with current and future members. Meet or exceed sales and service goals by proactively identifying financial needs. Must be outgoing, friendly, energetic, and engaging and be dedicated to building relationships and finding solutions to support strong financial health for our members and the communities we serve. This position is responsible for executing financial transactions in a timely and accurate manner to promote and maintain positive member relationships. Complies with all aspects of Bank Secrecy Act/Anti-Money Laundering, USA PATRIOT Act and OFAC regulations as it relates to this position and will diligently identify and report suspicious activity appropriately.

1. Humanity
   • Participate in community service events and give backs, either through financial wellness or volunteer opportunities.
   • Support not just a positive member financial journey but that of your community and peers.
2. Inclusivity
   • Will deliver outstanding service to both internal and external members that meets or exceeds our mission, vision, and core values – supporting a positive branch culture.
   • Make member financial wellness part of your conversations with each member.
   • Thoroughly understand and educate our members on available channels, including digital
   • Review company and department data, understanding opportunities and successes.
   • Collaborate with internal and external members to execute branch, department, and organization initiatives.
3. Commitment
   • Executes members’ financial transactions in a manner that will fulfill the credit union’s mission and promote and maintain positive member relationships.
   • Will deliver outstanding service to both internal and external members that meets or exceeds our mission, vision, and core values, while executing company BHAGs
   • Support positive branch culture.
   • As a key holder, ensure branch open and close procedures are executed per company expectations.
4. Courage
   • Meets or exceeds established referral/sales expectations.
   • Open basic deposit accounts that will support the members overall financial well being.
   • Understanding of the department strategic plans and how your role supports the success of these plans.
   • Go beyond the member request to build a relationship and educate members on products and services that will help them.
5. Resilience
   • Recommends and refers products and services to strengthen member relationships and support the growth objectives of the credit union.
   • Identifies opportunities to match members’ needs with appropriate products or
   • services.
   • Makes recommendations to members to expand their use of credit union products
   • or services.
   • Ability to support and conduct frontline transactions, including day to day operational duties.
6. Other duties as assigned.

QUALIFICATIONS

To be successful, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Must be able to interact and communicate with individuals at all levels of the organization.

EDUCATION AND EXPERIENCE

High school diploma or equivalent and minimum of two years in customer service/sales experience, including some cash handling. Previous financial experience preferred.

The humanity, commitment, courage, and capability of Members Cooperative Credit Union’s individual employees has always been the foundation of our success. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to use the full range of their talents, skills, and abilities to serve members. MCCU recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills and will continue to be a proud equal opportunity employer. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. MCCU is committed to providing an environment of mutual respect where equal employment opportunities are available to all teammates and applicants.