Member Experience Specialist

Mayo Employees Federal Credit Union; Rochester (MN); On-site; USD 29,000 - 30,000; Full time

Benefits offered by this job

Low-Cost Medical Plans

Six Paid Holidays

Employer-Paid Life Insurance

Employer-Paid Disability Insurance

401k Plan with Employer Match

Tuition Assistance

Job summary

Mayo Employees Federal Credit Union in Rochester, MN seeks a Member Service Representative to serve as a liaison between members and the credit union, handling account openings and changes, and supporting CDs, IRAs, and other services.

The role requires confidentiality, reliability, and a customer-first approach. You may back up teller and receptionist duties as needed, with a Monday–Friday schedule and a Saturday rotation.

Qualifications

• Associate Degree AND at least one year of experience working in a financial institution.
• A high school diploma or equivalent AND at least two years of experience working in a financial institution.
• Bilingual

Responsibilities

• Assists members with establishing and maintaining personal accounts: opens, closes, and services accounts.
• Provides communication in person, by telephone, or in writing concerning credit union products, services or policies.
• Provides prompt, efficient, and accurate service in the processing of transactions.
• Initiates credit checks on potential credit union members.
• Completes transactions related to establishing or changing account ownership.
• Educates members on the value of other financial services available.
• Assists members with the purchase/maintenance/surrender of certificates of deposit.
• Assists members with establishing and maintaining Individual Retirement Accounts.
• Orders checks for members, creates instant issue debit and credit cards.
• Cross sells the value of other credit union services.
• Assists members with establishing and maintaining non-personal accounts: assists in set up and maintenance of trust and estate accounts.
• Assists in ongoing account ownership, deposit, or withdrawal issues.

Skills

Interpersonal communication

Time management

Organization

Customer service

Education

Associate Degree

High school diploma

Job description

Mayo Employees Federal Credit Union in Rochester, MN seeks a Member Service Representative to serve as a liaison between members and the credit union, handling account openings and changes, and supporting CDs, IRAs, and other services.

The role requires confidentiality, reliability, and a customer-first approach. You may back up teller and receptionist duties as needed, with a Monday–Friday schedule and a Saturday rotation.