Member Engagement Specialist - Personal Banker

Minnesota League of Credit Unions; Golden Valley (MN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account

Flexible Spending Account

401(k) and pension plans

Life insurance

Paid time off

Job summary

Minnesota League of Credit Unions seeks a Member Engagement Specialist (MES), the credit union's personal banker. You will help members open and manage accounts, build relationships, and cross-sell products to support financial success.

Ideal candidates have banking or credit union experience, strong communication, and knowledge of banking regulations. The role emphasizes accuracy, self-direction, and a member-focused approach to solutions.

Qualifications

• Proven experience as a personal banker or credit union equivalent; sales and customer service helpful.
• Knowledge of personal banking practices and regulations.
• Familiarity with banking software; proficient in MS Office.
• Ability to work independently with high attention to detail and accuracy.
• Member-focused approach to problem-solving.
• 2+ years banking or credit union experience preferred.
• Health, dental and vision insurance; 401(k) and pension plans.
• Life insurance and supplemental insurance; Paid time off.

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 (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 (First Mortgage and Financial advisors).
• Follow Bank Secrecy Act (BSA) policies and procedures as they relate to this position.
• Other responsibilities as assigned.

Skills

Personal banking experience

Sales experience

Customer service

Banking regulations knowledge

Banking software

MS Office

Attention to detail

Independent work

Education

High school diploma

Associate degree

Bachelor's degree

Tools

Banking software

MS Office

Job description

Member Engagement Specialist - Personal Banker

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:

• 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
• 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
• Health, dental and vision insurance
• Health Savings/ Flexible Spending accounts
• 401(k) and pension plans
• Life insurance and supplemental insurance
• Paid time off out of the office - Vacation time, Sick time and Paid Holidays