Member Experience Coordinator (Rockville, MD)

Educational Systems Federal Credit Union; Derwood (MD); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Educational Systems FCU in Derwood, MD is seeking a motivated Member Experience Coordinator to deliver exceptional member service, inform members about all Credit Union services, and effectively cross-sell solutions that meet their needs.

The role blends teller responsibilities with member services, directing branch traffic, supporting the Branch Manager, and fostering a friendly, member-focused sales culture. Flexibility for extended hours, weekends, and evenings is required.

Qualifications

• High school diploma or GED required; associate degree preferred.
• Two or more years of customer service experience required.
• One year of financial services experience preferred.
• Ability to multitask and meet sales goals.
• Excellent verbal and written communication skills.
• Ability to handle confidential information.
• Experience in a financial institution environment helpful.
• Ability to lift 25 pounds and use a computer for long periods.

Responsibilities

• Provide information on all Credit Union services and cross-sell products.
• Direct branch traffic to improve efficiency and service.
• Support Branch Manager in maintaining a member-focused sales culture.
• Deliver exceptional member service and resolve inquiries.

Skills

Customer service

Sales skills

Interpersonal skills

Communication

Multitasking

Confidential info

Financial services

Physical stamina

Education

High school diploma or GED

Associate degree preferred

Job description

Join Our Dynamic Team

Educational Systems FCU has proudly served the education community for over 65 years. With over $1.4 billion in assets and 85,000 members, we're a fast-growing credit union who knows who we are, who we serve, and where we are going. Our core purpose is serving the education community, and we are proud of our values: trustworthy, excellence, collaborative, empowerment and caring. Our vision is to make financial wellness and stability accessible for all the communities we serve. Our success is a result of our Ambassador's commitment to making a difference each day and helping the members of the education community achieve their financial goals and dreams.

About Our Exciting Career Opportunity

We are currently seeking an energetic, self-motivated professional with a positive attitude, excellent interpersonal and communication skills to join our dedicated team as a Member Experience Coordinator. The Member Experience Coordinator provides a variety of sales and service functions such as providing information on all Credit Union services and effectively cross selling the products and services that meet the member's specific needs. The incumbent will drive efficiency in member service by appropriately directing branch traffic throughout the branch and support the Branch Manager in maintaining a member focused sales and service culture within the branch.

The Member Experience Coordinator is a dynamic role that combines the responsibilities of a teller with member services. This position is responsible for providing exceptional member service, understanding the financial needs of members, and offering suitable solutions. The Member Experience Coordinator is the face of the Credit Union, fostering strong relationships with members and ensuring that their Credit Union experiences are positive and efficient.

Must have flexibility to work extended hours, at other branch locations. Work hours may include weekends and evenings.

Required Qualifications

• High school diploma or equivalent (GED). Associate degree preferred.
• Two (2) years customer service experience required.
• One (1) year previous financial services experience preferred.
• Ability to multitask and identify member needs. Must be able to meet and/or exceed sales goals.
• Excellent interpersonal skills required. Excellent verbal and written communication skills.
• Ability to work with highly confidential information and perform routine mathematical calculations.
• Ability to function in a financial institution branch environment and utilize standard office equipment including but not limited to: PC, 10 key calculator, fax, copier, telephone, etc.
• Possess the ability to lift 25 pounds, sit and use a computer for prolonged periods of time.