Member Experience Specialist

Metco Credit Union; Cedar Rapids (IA); On-site; USD 40,000 - 60,000; Full time

Job summary

Metco Credit Union in Cedar Rapids, IA is seeking a Member Experience Specialist to open and service memberships, provide lending solutions, and grow the member base. This is a full-time, on-site role reporting to the VP of Operations in a small, team-focused setting.

You will build relationships, explain products and benefits, and help members with account maintenance and loan processing while ensuring policy compliance and accurate records.

Qualifications

• Interest in helping people and building long-term relationships.
• Strong communication, listening, organization, accuracy, judgment and follow-through.
• Credit union, banking, lending, loan-processing or relationship-focused service experience preferred.
• Account-opening, consumer-lending, credit-review or financial-system experience helpful; training available for the right candidate.
• Professionalism, dependability, discretion, adaptability and a team-first attitude.

Responsibilities

• Open and service memberships and accounts and explain products, services, and benefits.
• Assist members with account maintenance, electronic services, transactions, questions, and problem resolution.
• Use needs-based conversations and proactive follow-up to identify deposit, lending, and electronic-service solutions.
• Interview applicants and originate, process, close, and disburse consumer loans within assigned authority and procedures.
• Review application information, credit reports, income, debts, collateral, and required documentation.
• Support membership growth, relationship outreach, teller coverage, and other needs of a small, cross-trained team.
• Maintain accurate records and comply with policies, internal controls, security standards, BSA, AML, OFAC, fair-lending, and other requirements.

Skills

Relationship-building

Communication

Banking experience

Account opening

Consumer lending

Team player

Job description

<p><b>A relationship-focused role combining new accounts, member service, membership growth, and consumer lending.</b></p><p>The opportunity</p><h3>MEMBER EXPERIENCE SPECIALIST</h3><p>Build member relationships. Open accounts. Provide consumer lending solutions.</p><p><b>METCO CREDIT UNION|CEDAR RAPIDS, IOWA|FULL-TIME|REPORTS TO VP OF OPERATIONS</b></p><p><b>A relationship-focused role combining new accounts, member service, membership growth, and consumer lending.</b></p><p>The opportunity</p><p>Metco Credit Union is a community-focused financial cooperative committed to creating pathways to financial success. We are seeking a friendly, dependable, and growth-minded professional to open and service accounts, identify financial needs, develop relationships, and originate and process consumer loans. Our small-team environment provides broad experience and the opportunity to make a visible difference.</p><h3>What you will do</h3><ul><li>Open and service memberships and accounts and explain products, services, and benefits.</li><li>Assist members with account maintenance, electronic services, transactions, questions, and problem resolution.</li><li>Use needs-based conversations and proactive follow-up to identify deposit, lending, and electronic-service solutions.</li><li>Interview applicants and originate, process, close, and disburse consumer loans within assigned authority and procedures.</li><li>Review application information, credit reports, income, debts, collateral, and required documentation.</li><li>Support membership growth, relationship outreach, teller coverage, and other needs of a small, cross-trained team.</li><li>Maintain accurate records and comply with policies, internal controls, security standards, BSA, AML, OFAC, fair-lending, and other requirements.</li></ul><h3>What we are looking for</h3><ul><li>A genuine interest in helping people and building long-term relationships.</li><li>Strong communication, listening, organization, accuracy, judgment, and follow-through.</li><li>Credit union, banking, lending, loan-processing, or relationship-focused service experience is preferred.</li><li>Account-opening, consumer-lending, credit-review, or financial-system experience is helpful; training is available for the right candidate.</li><li>Professionalism, dependability, discretion, adaptability, and a team-first attitude.</li></ul>