Member Engagement Banker for Financial Wellbeing

City & County Credit Union; Minnesota; On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Health Savings/ Flexible Spending

401(k) and pension plan

Life and supplemental insurance

Paid time off –Vacation, Sick, Holid

Employee referral program

Job summary

City & County Credit Union is seeking a Member Engagement Specialist to assist members with accounts and finances, building lasting relationships and cross-selling services. You will support daily banking tasks, educate members on products, and refer to specialists when needed.

The role emphasizes accuracy, regulatory knowledge, and a member-oriented approach, with Monday–Friday hours and occasional Saturdays. A strong service mindset and self-motivation are essential.

Qualifications

• 2+ years of credit union or banking experience preferred.
• Knowledge of personal banking practices and regulations.
• Proficient in banking software and MS Office.
• Strong communication and problem-solving skills.

Responsibilities

• Assist and educate members on banking products and services.
• Open, close and oversee transactions (deposits, withdrawals, transfers, payments).
• Research and resolve issues with accounts and services promptly.
• Assist in branch and drawer audits.
• Refer members to in-branch financial experts (First Mortgage and Financial advisors).
• Follow Bank Secrecy Act (BSA) policies and procedures.

Skills

Personal banker experience

Sales experience

Banking software

MS Office

Attention to detail

Education

High School diploma

Associates or Bachelor degree

Tools

CRM software

MS Office Suite

Job description

City & County Credit Union is seeking a Member Engagement Specialist to assist members with accounts and finances, building lasting relationships and cross-selling services. You will support daily banking tasks, educate members on products, and refer to specialists when needed.

The role emphasizes accuracy, regulatory knowledge, and a member-oriented approach, with Monday–Friday hours and occasional Saturdays. A strong service mindset and self-motivation are essential.