Engagement Specialist (Teller)

Members Cooperative Credit Union; Baxter (MN); On-site; USD 25,000 - 26,000; Full time

Benefits offered by this job

Medical, dental and vision

HSA & FSA

401(k) match

Paid time off

Paid holidays

Tuition reimbursement

Life insurance

Disability insurance

Voluntary benefits

Parental leave

Profit-sharing bonus

Job summary

Members Cooperative Credit Union is seeking an Engagement Specialist to serve as the first point of contact for members, building meaningful connections and delivering an outstanding member experience. You will identify financial needs and educate members on solutions to support their goals while processing transactions accurately and in compliance.

In this role you will engage members, promote products and services, and participate in community outreach to strengthen relationships.

Qualifications

• High school diploma or equivalent required.
• Minimum two years in a customer service or sales-focused role; financial institution experience preferred.
• Experience handling cash accurately and efficiently.
• Intermediate to advanced Microsoft Office (Word, PowerPoint, Outlook).
• Strong verbal and written communication skills to explain financial products and services.

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, while ensuring policy compliance.
• Educate members on credit union products and services and recommend suitable solutions for financial goals.
• Meet or exceed sales and service goals through active engagement and relationship-building.
• Provide personalized guidance, financial education, and access to resources for members' financial success.
• Promote the credit union through community outreach and member engagement activities.

Skills

Customer service

Sales

Communication

Cash handling

Office proficiency

Multitasking

De-escalation

Public interaction

Education

High school diploma

Tools

Microsoft Office

Job description

The Engagement Specialist serves as the first point of contact for members, creating meaningful connections and delivering an exceptional member experience. This role focuses on building strong relationships, identifying members' financial needs, and recommending products and services that support their financial well-being. Through a thorough understanding of credit union offerings, the Engagement Specialist educates members on solutions that help them achieve their financial goals. In addition, this position processes transactions accurately and efficiently while maintaining compliance with credit union policies and procedures. Success in this role requires a friendly, energetic, and member-focused approach, along with a passion for helping others and supporting the community.

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 while ensuring compliance with credit union policies and procedures
• Leverage in-depth knowledge of credit union products and services to educate members and recommend solutions that support their financial goals and overall well-being.
• Meet or exceed sales and service goals through active engagement and relationship-building.
• Support members' financial success by providing personalized guidance, financial education, and access to relevant resources and solutions.
• Represent the credit union professionally within the community, promoting its values through outreach activities, community events, and member engagement efforts.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of experience in a customer service or sales-focused role; financial institution experience preferred.
• Experience handling cash accurately and efficiently.
• Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
• Strong verbal and written communication skills, with the ability to explain financial products and services to individuals with varying levels of financial knowledge
• Ability to manage multiple priorities, balance competing demands, and deliver an exceptional member experience during every transaction
• Comfortable interacting with members and the public throughout the workday in a fast-paced environment
• Skilled in resolving member concerns and de-escalating challenging situations with professionalism, empathy, and sound judgment.

Schedule

• Schedule will vary, Monday - Friday 9:00 a.m. - 5:00 p.m. Participation in a rotating Saturday shift at our Aitkin branch (approximately once every five weeks), 9:00a.m. -12:00 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.