Member Experience Specialist II
4 weeks ago
Responsibilities:
Protect the integrity and confidentiality of membership by identifying members/account ownership to ensure proper access is upheld.
Perform transactional duties to serve members accurately, in accordance with credit union policies and procedures, and adhere to balancing standards and proper dual control.
Demonstrate competency and in-depth knowledge of all fiduciary deposit products, services, systems, and account types (including checking, savings, CDs, IRAs) and lending products for account opening and maintenance.
Meet or exceed monthly branch goals, including promoting ancillary products and submitting partner referrals to showcase added benefits and impact to the member.
Acquire specialization (become a subject matter expert) in one or two areas such as trusts, IRAs, business accounts, compliance, debt protection, etc.
Requirements
High school diploma or equivalent.
Minimum of two years' experience as a service representative in the retail or service industry, or equivalent experience.
Demonstrated proficiency in a similar role within the organization may be considered.
Proficiency in using Microsoft Suite.
Benefits
Medical, dental, and vision plans.
Four weeks of PTO for all full-time team members.
Federal Bank Holidays off.
Generous 401k match.
Numerous employee engagement activities.
Community Resource Groups.
Time off for occasions such as volunteering, caregiving, and family events.
The client is an equal opportunity employer (M/F/D/V), recruiting, employing, training, compensating, and promoting without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State, or local laws.
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