Branch Member Experience Specialist

Vantage-Credit-Union; Ballwin (MO); On-site; USD 29,000 - 35,000; Full time

Job summary

Vantage-Credit-Union is seeking a Branch Associate to proactively meet performance goals while supporting member engagement and community-based growth. You will greet members, assist with account and loan inquiries, and refer cross-sell opportunities to enhance member value.

The role emphasizes accurate processing, confidentiality, and teamwork to ensure smooth branch operations and a positive member experience.

Qualifications

• At least one year of experience in a sales or service position.
• At least one year of experience in a financial institution is preferred.
• Some college education is desirable.
• Attendance of credit union industry seminars may be required.

Responsibilities

• Meet individual performance goals while contributing to branch and credit union goals.
• Engage members to identify needs and deliver personalized solutions; support growth through referrals.
• Greet customers warmly and reinforce brand promise to build rapport and loyalty.
• Assist with a wide range of account and loan inquiries including fraud forms, wires, instant cards, and closing accounts.
• Assign loan and deposit applications and referrals to teammates with timely follow-up.
• Open/close branch, perform security checks, and maintain safe, operational readiness.

Skills

Time Management

Interpersonal Skills

Accuracy

Communication

Dependability

Technical

Education

High school diploma or equivalent

Some college education desirable

Job description

Vantage-Credit-Union is seeking a Branch Associate to proactively meet performance goals while supporting member engagement and community-based growth. You will greet members, assist with account and loan inquiries, and refer cross-sell opportunities to enhance member value.

The role emphasizes accurate processing, confidentiality, and teamwork to ensure smooth branch operations and a positive member experience.