Member Experience Pro: Financial Wellness & Service

KALSEE Credit Union; Portage (MI); On-site; USD 21,000 - 25,000; Full time

Job summary

KALSEE Credit Union in Portage, MI seeks a Member Experience Representative to build relationships and promote financial wellness for members. The MER will deliver exceptional service by understanding member needs and recommending suitable products and services that help them save money, earn money, and gain peace of mind.

You will handle transactions, maintain accurate records, and comply with BSA/OFAC standards while balancing cash drawers and supporting branch operations with a friendly,

Qualifications

• Must have High School Diploma or equivalent.
• Previous financial industry experience preferred.
• Must be able to learn and apply a variety of software applications.
• High degree of accuracy and attention to detail.
• Prior experience in a retail service environment to include cash handling and member service preferred.

Responsibilities

• Provide extraordinary member service by being knowledgeable and engaging with Members.
• Listen actively to understand questions/concerns and offer guidance to appropriate products and services.
• Accurately process transactions and balance cash drawer daily.
• Review activities for compliance with policies, procedures and regulations (BSA/OFAC).
• Balance assigned cash drawer during and at end of each work day.
• Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies.

Skills

Customer service

Cash handling

Attention to detail

Learning software

Retail banking

Education

High school diploma or equivalent

Job description

KALSEE Credit Union in Portage, MI seeks a Member Experience Representative to build relationships and promote financial wellness for members. The MER will deliver exceptional service by understanding member needs and recommending suitable products and services that help them save money, earn money, and gain peace of mind.

You will handle transactions, maintain accurate records, and comply with BSA/OFAC standards while balancing cash drawers and supporting branch operations with a friendly,