Member Engagement Specialist - Personal Banker

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

CCCU is looking for a Member Engagement Specialist (MES), the credit union’s version of a personal banker. You’ll be responsible for assisting our members in opening and managing their accounts and finances by building long-term relationships and cross-selling the products and services that will help them be financially successful. We are looking for excellent communicators with solid knowledge of banking processes and products. Sales, banking and customer service experience can help you succeed in this role. The ideal candidate is passionate about helping others with accuracy, is self-driven, and familiar with financial institution regulations.

Responsibilities

• Assist and educate members on credit union products and services for their financial needs (e.g. loan products, online and mobile services, etc.)
• Manage member accounts professionally and securely: open, close and oversee transactions (e.g. deposits, withdrawals, transfers, and payments)
• Research and resolve issues with accounts and services in a timely manner
• Assist in conducting and documenting branch and drawer audits
• Refer members to in-branch financial experts, as needed (e.g First Mortgage and Financial advisors)
• Follow Bank Secrecy Act (BSA) policies and procedures as they relate to this position.
• Other responsibilities as assigned.

Skills & 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; excellent use of MS Office
• Ability to work diligently and independently to meet goals with high attention to detail, accuracy and thoroughness, with little supervision
• Excellent communication skills
• Member-oriented approach to handling problems with a positive attitude
• High School diploma required, Associates or Bachelor degree preferred
• 2+ years prior credit union or banking experience preferred

Hours & Work Schedule:

• 40 hours/week
• Monday through Friday, some Saturdays

Benefits:

• Health, dental and vision insurance
• Health Savings/ Flexible Spending accounts
• 401(k) and pension plan
• Life insurance and supplemental insurance
• Paid time off out of the office – Vacation time, Sick time and Paid Holidays
• Employee referral program
• Plus much more!