Member Banking Specialist: Open & Grow Accounts

Park City Credit Union; Stevens Point (WI); On-site; USD 32,000 - 46,000; Full time

Job summary

Park City Credit Union in Stevens Point, Wisconsin is hiring a New Account Specialist to help members open and maintain accounts, explain products, and deliver prompt, professional service during a training period in Merrill.

This sales‑oriented role builds trusted relationships, promotes e‑services, and supports the teller line while ensuring accurate documentation and compliance with credit union policies.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience preferred.
• Minimum of one year of customer service experience preferred.
• Strong attendance record and reliability in reporting to work regularly and on time.
• Courteous and professional member service attitude.
• Ability to complete complex transactions, forms, and account documentation accurately.
• Strong verbal communication skills with the ability to interact professionally with members and co‑workers.
• Ability and enthusiasm to recommend credit union products and services based on member needs.
• Basic mathematical skills and technical ability to input and retrieve computerized information.
• Effective problem‑solving skills and ability to work through member questions, concerns, and service needs.

Responsibilities

• This sales‑oriented, member‑facing position plays an important role in building strong member relationships through the account opening and servicing process.
• The New Account Specialist conducts financial conversations with members to better understand their needs and recommend appropriate credit union products and services.
• This role also supports member engagement by promoting e‑services, expanding member relationships, and delivering Raving Fan service with every member and co‑worker interaction.
• The New Account Specialist is responsible for opening new accounts and memberships, including personal, business, and specialty accounts; performing account maintenance; assisting with debit card items; supporting in‑person member requests; and providing backup support to the teller line as needed.
• This position also helps resolve member questions, concerns, and complex account needs while maintaining strong knowledge of Park City Credit Union’s products, services, policies, procedures, and regulatory requirements.

Skills

Customer service experience

Verbal communication

Problem solving

Attention to detail

Basic math

Education

High school diploma or equivalent

Job description

Park City Credit Union in Stevens Point, Wisconsin is hiring a New Account Specialist to help members open and maintain accounts, explain products, and deliver prompt, professional service during a training period in Merrill.

This sales‑oriented role builds trusted relationships, promotes e‑services, and supports the teller line while ensuring accurate documentation and compliance with credit union policies.