Member Experience Banker

City & County Credit Union; Saint Paul (MN); Vor Ort; USD 25.000 - 39.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

401(k)

Pension plan

Paid time off

Employee referral program

Zusammenfassung

City & County Credit Union seeks a Member Engagement Specialist to help members open and manage accounts and navigate financial services. The MES will build lasting relationships and promote products that support members' financial wellbeing.

The ideal candidate has banking or credit union experience, strong communication skills, and a detail-oriented, member-focused mindset. This role follows standard banking hours and supports team goals.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Personal banking experience

Banking regulations knowledge

Banking software

MS Office

Attention to detail

Communication skills

Customer focus

Banking experience (2+ years)

Ausbildung

High school diploma or equivalent

Associate or Bachelor's degree preferred

Tools

Banking software

MS Office

Jobbeschreibung

City & County Credit Union seeks a Member Engagement Specialist to help members open and manage accounts and navigate financial services. The MES will build lasting relationships and promote products that support members' financial wellbeing.

The ideal candidate has banking or credit union experience, strong communication skills, and a detail-oriented, member-focused mindset. This role follows standard banking hours and supports team goals.