Member Engagement Specialist: Financial Wellness & Service

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

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Health Savings Account (HSA)

Flexible Spending Account (FSA)

401(k) with company match

Paid time off

Job summary

The Engagement Specialist (Teller) at Members Cooperative Credit Union in Baxter, MN, is a full-time clerical role focused on delivering an exceptional member experience. You will handle routine transactions, assess member financial needs, and promote relevant products and services.

Candidates should have at least a high school diploma and two years of customer service or sales experience; cash handling skills; proficiency with Microsoft Office.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years in a customer service or sales-focused role; banking/credit-union experience preferred.
• Ability to handle cash accurately and efficiently.
• Proficient in MS Office (Word, PowerPoint, Outlook).
• Strong verbal and written communication, with ability to explain financial products clearly.

Responsibilities

• Serve as the primary contact for members, delivering an exceptional experience.
• Process a variety of financial transactions accurately and efficiently.
• Educate members on credit union products and services to meet financial goals.
• Meet or exceed sales and service goals through engagement and relationship-building.
• Represent the credit union professionally in the community.

Skills

Customer service

Cash handling

Sales

Verbal communication

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

The Engagement Specialist (Teller) at Members Cooperative Credit Union in Baxter, MN, is a full-time clerical role focused on delivering an exceptional member experience. You will handle routine transactions, assess member financial needs, and promote relevant products and services.

Candidates should have at least a high school diploma and two years of customer service or sales experience; cash handling skills; proficiency with Microsoft Office.