Member Experience Coordinator ( Rockville, MD)

Educational Systems Federal Credit Union; Rockville (MD); On-site; USD 42,000 - 64,000; Full time

Job summary

Educational Systems FCU is seeking a proactive Member Experience Coordinator to enhance member service, cross-sell Credit Union products, and improve branch workflow. The role combines teller responsibilities with member services to ensure accurate financial solutions and excellent service.

This position requires multitasking, strong communication, and a commitment to confidentiality. Flexibility to work extended hours and at other branches is needed to support our growing member base.

Qualifications

• High school diploma or GED; associate degree preferred.
• 2 years customer service experience required.
• 1 year financial services experience preferred.
• Ability to multitask and meet/exceed sales goals.
• Excellent interpersonal and verbal/written communication skills.
• Ability to handle highly confidential information and perform routine calculations.
• Work in a financial institution branch and use standard office equipment including PC, 10-key calculator, fax, copier, telephone.
• Ability to lift 25 pounds, sit and use a computer for extended periods.

Responsibilities

• Provide information on all Credit Union services and effectively cross-sell products meeting member needs.
• Improve branch efficiency by directing member traffic and supporting the Branch Manager.
• Deliver exceptional member service and build strong relationships with members.
• Be the face of the Credit Union and ensure positive, efficient experiences.
• Flexibility to work extended hours and at other branch locations.

Skills

Customer service

Sales goals

Interpersonal skills

Verbal and written communication

Multitasking

Confidential information handling

Basic math

Education

High school diploma or GED

Associate degree preferred

Tools

PC

10-key calculator

Fax machine

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.