Member Experience Specialist

Nutmeg State Financial Credit Union; Branford (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Nutmeg State Financial Credit Union in Branford, CT, is seeking a full-time Member Service Specialist. This role serves as the front-line contact for members, delivering outstanding service and performing teller functions including cash handling and deposits.

You will identify member needs, cross-sell credit union products, and assist with account openings, changes, and general information requests. A strong team player with good literacy in Microsoft Office is desired.

Qualifications

• Minimum of one year experience in a sales or customer service role is required.
• Prior experience in a financial/banking institution preferred, not required.

Responsibilities

• Delivers outstanding service to both internal and external members.
• Performs all platform teller functions which include: cash deposits and withdrawals, check deposits and withdrawals, and record night/mail deposits.
• Resolves member requests and questions promptly, courteously, and professionally.
• Provides an excellent member experience by relating well to the member, proactively selling products and services that benefit the member, thinking and exercising sound judgment, and acting responsibly in the member's and the Credit Union's best interests.
• Assists members calling main office with requests for general information on credit union programs, products, services, rates.
• Opening and closing new and existing accounts, renewing certificate accounts, cross-selling consumer loans and assisting members with bookkeeping and checking account problems.
• Informs members of new services and promotions; determines the members’ needs.
• Performs file maintenance and account changes as necessary.
• Continues to improve individual level of competency through training and certification in established training programs as necessary.
• Complies with all Bank Secrecy Act (BSA) regulations and standards, and attends training as required.
• Participates in branch operations including branch audits and compliance audits.

Skills

Customer service

Sales

Teamwork

Microsoft Office

Communication

Attention to detail

Tools

Microsoft Office

Job description

Nutmeg State Financial Credit Union in Branford, CT, is seeking a full-time Member Service Specialist. This role serves as the front-line contact for members, delivering outstanding service and performing teller functions including cash handling and deposits.

You will identify member needs, cross-sell credit union products, and assist with account openings, changes, and general information requests. A strong team player with good literacy in Microsoft Office is desired.