Financial Services Specialist

4 days ago


Albuquerque, New Mexico, United States Kirtland Federal Credit Union Full time
Overview

Kirtland Federal Credit Union is a dynamic financial institution that values its employees' growth and development. We offer a competitive salary, excellent benefits package, and a vibrant work environment.


Job Description

We are seeking a Member Experience Specialist to join our team at the Paseo Branch in Albuquerque. As a key member of our team, you will be responsible for creating exceptional member experiences by developing and maintaining strong relationships with our members. Your primary duties will include:

  • Assuming responsibility for effective and professional performance of member service functions
  • Meeting with members to create and enhance member relationships
  • Proactively analyzing member financial needs and presenting product or service options
  • Completing account maintenance tasks such as check orders and debit cards
  • Answering questions and solving problems for members by listening, collecting data, and offering solutions

You will also be responsible for processing teller transactions, placing holds in accordance with regulations and internal compliance expectations, and consulting with members regarding basic money management and financial matters.


Required Skills and Qualifications

To be successful in this role, you will need:

  • Basic skills in identifying and assessing member needs; creating, building, and maintaining strong relationships gaining the members' trust
  • Able to create and maintain strong relationships
  • Strong analytical and financial skills

Additionally, we prefer candidates with prior sales experience, experience with IRA and other consumer deposit products, and proven member service skills.


Benefits

We offer a comprehensive benefits package, including:

  • Medical, dental, and vision insurance
  • 401(k) retirement savings program with employer match
  • Paid time off with accrual starting from day one
  • 11 paid holidays off during the year
  • Tuition reimbursement for college degrees
  • Employee clothing advance
  • Fitness reimbursement program
  • Employee assistance program
  • Short- and long-term disability
  • Travel assistance

Salary

The estimated annual salary for this position is $45,000 - $60,000 based on location and experience.



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