Member Experience Representative

5 days ago


Englewood, Ohio, United States Wright-Patt Credit Union Full time
Member Experience Representative

At Wright-Patt Credit Union, we're seeking a highly skilled Member Experience Representative to join our team. As a key member of our operations team, you will play a critical role in delivering exceptional service to our members while accurately and efficiently processing a variety of cash and inquiry transactions.

Key Responsibilities:
  • Member Service: Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued, and consistently applying defined service standards.
  • Transaction Processing: Accurately process transactions for members, including cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, and processing transactions from night depository.
  • Proactive Suggestion: Listen actively to fully understand and answer members' questions/concerns and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for members that will save members time, money, and/or provide peace of mind.
  • Policy and Procedure: Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed. Report gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
  • Cash Handling: Balance assigned cash drawer during and at the end of each workday.
Requirements:
  • Education: High School Diploma or equivalent or ten (10) years equivalent work experience.
  • Skills: Accurate keyboarding skills, ability to learn and apply a variety of software applications, and prior experience in a retail service environment to include cash handling and member service.
  • Physical Demands: Regularly required to stand, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. Frequently required to walk and sit. Occasionally required to climb or balance and stoop, kneel, crouch, or crawl. Frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.


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