Member Experience Champion

Portland Federal Credit Union, Inc.; Swartz Creek (MI); On-site; USD 21,000 - 30,000; Full time

Job summary

Portland Federal Credit Union, Inc. is seeking an Experience Specialist to deliver exceptional member service at the Swartz Creek branch. You will handle cash transactions, greet members, verify IDs, and support daily branch operations with accuracy and professionalism.

The role requires a high school diploma, willingness to travel to nearby branches, and adherence to service standards and security policies. Join a team focused on financial well-being and member education.

Qualifications

• Greet and welcome members promptly and professionally.
• Perform cash transactions with accuracy and balance drawers.
• Maintain up-to-date knowledge of credit union products and services.
• Verify member identity and handle sensitive information securely.

Responsibilities

• Open new member accounts and assist with basic maintenance.
• Process transactions and provide accurate account information.
• Support branch operations and assist with service standards.
• Assist with training of teammates and coverage across branches.
• Follow BSA/OFAC/AML procedures and maintain confidentiality.

Skills

Cash handling

Customer service

Attention to detail

Member education

Policy adherence

Education

High School Diploma or equivalent

Tools

Synergy

Instant Issue

DocuSign

Job description

Portland Federal Credit Union, Inc. is seeking an Experience Specialist to deliver exceptional member service at the Swartz Creek branch. You will handle cash transactions, greet members, verify IDs, and support daily branch operations with accuracy and professionalism.

The role requires a high school diploma, willingness to travel to nearby branches, and adherence to service standards and security policies. Join a team focused on financial well-being and member education.