Engagement Specialist (Teller)

Members-Cooperative-Credit-Union-; Cloquet (MN); On-site; USD 24,796 - 26,174; Full time

Benefits offered by this job

Medical, dental and vision

Health Savings Account

Flexible Spending Account

401(k)

Paid time off

Paid holidays

Tuition reimbursement

Life insurance

Disability insurance

Voluntary benefits

Parental leave

Profit-sharing bonus

Job summary

Members Cooperative Credit Union in Cloquet, MN is seeking an Engagement Specialist (Teller) to be the first point of contact for our members and deliver an exceptional member experience.

You will process deposits, withdrawals, payments and transfers, educate members on products and services, build relationships, and strive to meet sales and service goals while ensuring accuracy and compliance.

Qualifications

• High school diploma or equivalent is required.
• Minimum two years in a customer service/sales oriented role; financial experience preferred.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook).
• Excellent communication, both written and verbal, with all levels of financial understanding.
• Ability to manage multiple projects and priorities to deliver outstanding member experience.
• Comfortable interacting with the public throughout the workday and de-escalating upset members.

Responsibilities

• Serve as the primary point of contact for members, delivering an exceptional experience with every interaction.
• Process deposits, withdrawals, payments, and transfers accurately and efficiently.
• Maintain knowledge of credit union products and educate members on options to meet financial goals.
• Meet or exceed sales and service goals through active engagement and relationship-building.
• Promote financial wellness by guiding members and offering resources.

Skills

Customer service

Sales oriented

Communication

MS Office

Time management

Public interaction

Deescalation

Education

High school diploma

Tools

Microsoft Word

PowerPoint

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Engagement Specialist

Full Time Clerical Cloquet, MN, US

4 days ago Requisition ID: 1352

Salary Range: $18.00 To $19.00 Annually

Brief Summary

We are seeking an outgoing, friendly, and energetic individual to join our Cloquet team as an Engagement Specialist (Teller). As the first point of contact for our members, you will play a critical role in creating meaningful connections and delivering an exceptional member experience. You will build strong relationships, proactively identify financial needs, and provide tailored solutions that promote financial well-being. Additionally, you will maintain comprehensive knowledge of our products and services, educating members on options that empower their financial success. You will also process transactions promptly and accurately while ensuring compliance with credit union policies and procedures. If you are enthusiastic about helping others, committed to community engagement, and ready to make a lasting impact, we invite you to join our team!

Key Responsibilities

• Serve as the primary point of contact for members, delivering an exceptional experience with every interaction.
• Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers.
• Maintain comprehensive knowledge of credit union products and services; educate members on options that support their financial goals.
• Meet or exceed sales and service goals through active engagement and relationship-building.
• Promote financial wellness by providing guidance and resources to help members achieve financial success.
• Promote the credit union's values through professional representation and active participation in community engagement efforts.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of experience in a customer service/sales focused role.Previous financial experience preferred.
• Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
• Ability to communicate clearly and professionally, both verbally and in writing, with individuals at all levels of financial understanding.
• Ability to coordinate multiple projects and conflicting priorities to provide outstanding member experience.
• Comfortable with continuous interactions with the public throughout the workday.
• Experience in, and comfortable with, deescalating issues with upset members.

Schedule

• Schedule will vary, Monday - Friday 7:45 a.m. - 5:15 p.m. Occasional Saturday shift as needed, 8:45 a.m. - 12:15 p.m.
• Full-time, 37-40 hours per week
• Pay is hourly
• Starting pay range: $18-$19/hr., pay commensurate with experience
• Medical, dental and vision plan options
• Health Saving Account and Flexible Spending Account options
• 401(k) with competitive company match
• Paid time off, paid holidays, personal time, and paid volunteer time
• Development time and tuition reimbursement
• Company provided life insurance, short-term and long-term disability insurance
• Voluntary benefits including life, critical illness, accident, and hospital indemnity coverage
• Paid parental leave
• Discretionary, annual profit-sharing bonus

Equal Opportunity Employer/Veterans/Disabled

Members Cooperative Credit Union is an Equal Employment Opportunity employer. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to maximize their talents, skills, and abilities to serve our members. Members recruits , hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.