Member Engagement & Banking Specialist

City & County Credit Union; Golden Valley (MN); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account

401(k) and pension plan

Life insurance

Paid time off

Employee referral program

Job summary

City & County Credit Union in Golden Valley, MN is seeking a Member Engagement Specialist to support members in opening and managing accounts while building lasting relationships.

You will educate members on products and services, handle transactions, and refer to financial experts as needed. Strong communication, accuracy, and knowledge of banking regulations are essential. This is a client-focused role with room for growth within the credit union.

Qualifications

• Proven experience as a personal banker or credit union equivalent.
• Experience in sales and customer service is a plus.
• Knowledge of personal banking practices and regulations.
• Familiarity with banking software; MS Office proficiency.
• Detail-oriented with strong communication and problem-solving skills.
• Ability to work independently to meet goals.

Responsibilities

• Assist and educate members on credit union products and services.
• Open, close and oversee member transactions securely.
• Research and resolve account issues promptly.
• Conduct and document branch and drawer audits.
• Refer members to in-branch financial experts as needed.
• Follow BSA policies and procedures relevant to the role.
• Additional duties as assigned.

Skills

Personal banker experience

Sales experience

Customer service

Banking regulations knowledge

Banking software familiarity

MS Office proficiency

Attention to detail

Strong communication

Independent work

Education

High School diploma

Associate degree

Bachelor's degree

Tools

Banking software

CRM software

Job description

City & County Credit Union in Golden Valley, MN is seeking a Member Engagement Specialist to support members in opening and managing accounts while building lasting relationships.

You will educate members on products and services, handle transactions, and refer to financial experts as needed. Strong communication, accuracy, and knowledge of banking regulations are essential. This is a client-focused role with room for growth within the credit union.