Member Experience & Service Specialist

Monroe Community Credit Union; Monroe (MI); On-site; USD 32,000 - 46,000; Full time

Job summary

Monroe Community Credit Union is seeking a dedicated Member Experience Specialist to deliver exceptional service across branches. You will assist with opening accounts, loans, online banking, and IRAs/CDs while upholding MCCU values and Passion Statement.

The role requires prior teller or banking experience, high school diploma, and licensing eligibility. You will collaborate cross-functionally to meet branch goals and promote MCCU products.

Qualifications

• Prior teller or banking experience.
• High School diploma required.
• Obtain Financial Counseling Certification within first year of being in the role.
• Member service, consumer loan and mortgage loan origination experience preferred.
• Member service oriented with the enthusiasm to provide high quality service.
• Excellent oral and written communication skills.
• Be eligible and meet the standards to obtain NMLS licensing.

Responsibilities

• Identify the needs of existing and prospective members to provide tailored solutions, including opening accounts, processing loan applications, and offering online banking products.
• Research and resolve timely any issues related to member accounts.
• Handle all account packages and documentation promptly and efficiently.
• Conduct routine new account screening to ensure compliance with CU policies and federal regulations.
• Complete all required tracking forms for loans and member services.
• Manage the member service and personal Tracker queue on a daily basis.
• Responsible for maintaining all member follow-ups in a timely manner.
• Complete member verification forms as required.
• Provide Notary service as needed.
• Process, disburse and close on all loan applications.
• Demonstrate teamwork through positive interactions with all co-workers.
• Actively engage and participate in Credit Union promotions while meeting cross sale goals.
• Other Duties as assigned.

Skills

Member service

Communication

Problem solving

Attention to detail

Education

High School diploma

Job description

Monroe Community Credit Union is seeking a dedicated Member Experience Specialist to deliver exceptional service across branches. You will assist with opening accounts, loans, online banking, and IRAs/CDs while upholding MCCU values and Passion Statement.

The role requires prior teller or banking experience, high school diploma, and licensing eligibility. You will collaborate cross-functionally to meet branch goals and promote MCCU products.