Branch Specialist

Consumers Credit Union; Elgin (IL); Hybrid; USD 23,000 - 34,000; Full time

Job summary

Consumers Credit Union in Elgin is seeking a full-time Branch Specialist to join a hybrid role blending concierge, teller, and personal banker duties. The position involves greeting members, performing financial transactions, opening accounts, and educating members on CCU products and services.

This early-career opportunity offers growth in branch operations, with training on ITM usage, referrals, and process improvements, while prioritizing member service and compliance across daily tasks.

Qualifications

• High School diploma or equivalent.
• 1+ year of retail or customer service experience.
• Comfort promoting products and engaging in sales conversations.
• Proficient with email, data processing platforms, and MS Office.
• Strong interpersonal and communication skills.

Responsibilities

• Welcome members in the branch and assist with drive-up service.
• Teach ITM features and guide self-service transactions.
• Handle teller transactions and resolve member issues.
• Open new consumer accounts accurately.
• Suggest referrals to loans, mortgages, or wealth services.
• Support branch operations and follow policies.

Skills

Customer service

Sales conversations

Communication skills

Multitasking

Inclusion & diversity

Branch operations

Education

High School diploma or equivalent

Tools

Data processing platforms

Email

Internet/Intranet

Instant messaging

Microsoft Office

Job description

Join a Great Place To Work certified company! Consumers Credit Union (CCU) is hiring - Our Elgin branch is currently seeking a full time Branch Specialist. This is an early career opportunity, interacting with members face to face with a lot of growth potential and the ability to learn about branch operations!

As a Branch Specialist, you will become a master working in a hybrid role! This position is a combination of being a Concierge, Teller, and Personal Banker. You'll provide outstanding service while greeting members (Concierge), performing financial transactions (Teller), opening accounts (Personal Banker) and educating members on our products and services! This is a wonderful early career position especially if you're interested in banking/financial services, being in a member-facing role with the ability to learn about branch operations and are looking for growth opportunities.

Day-to-day responsibilities

• Welcome members in the branch and assist with drive-up service
• Guide members through self-service transactions by teaching them how to use the Interactive Teller Machine (ITM) and its features
• Assisting with teller transactions, resolve member service issues, handle account maintenance, and complete operational tasks as assigned by the Branch Manager/Assistant Branch Manager
• Open new consumer accounts efficiently and accurately
• Identify opportunities to refer members to additional products and services (consumer loans, mortgages, and wealth advisory services)
• Recommend process improvements that enhance the member experience and increase branch efficiency
• Follow all policies and procedures, including compliance, audit, quality control, and balancing standards

Qualifications

• High School diploma or equivalent
• 1+ year of similar work experience (retail, customer service, guest relations, sales, and cash handling). Financial institution, Teller, Personal Banker experience is preferred
• Comfortable promoting products and services, educating members, and engaging in sales oriented conversations
• Computer proficient in Data Processing Platforms, Email, Internet/Intranet, Instant Messaging, and Microsoft Office
• Excellent interpersonal and communication skills
• Ability to multitask, work at a fast pace, and stay organized
• Propensity to be helpful, positive, act with integrity, and to embrace inclusion & diversity
• Availability to work 40 hours/week and be scheduled between the following hours:
• Monday - Thursday: 8:15AM - 5:15PM, Friday: 8:15AM - 6:15PM, Regular Saturdays: 8:15AM - 1:15PM

Compensation

The salary range for this role is $16.67 - $25.01 per hour. This role is eligible for an annual bonus opportunity. A specific salary offer considers factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the salary range and compensation decisions are dependent on the facts and circumstances of each case.

Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. You will be eligible to participate in the 401(k) savings plan at any time. You will be automatically enrolled in the pension plan following six months of employment and 1,000 hours of service and reaching age 20.

For more information about benefit offerings, please visit our careers page: https://www.myconsumers.org/about/what-we-do/careers

About CCU

Founded in 1930 and headquartered in Lake Forest, IL, Consumers Credit Union has $4.6 billion in assets and serves more than 280,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. To learn more, visit myconsumers.org

Equal Opportunity Employer

CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities.

We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: [e-mail] or 877-275-2228.