Member Experience Specialist & Banking Advisor

Park City Credit Union; Wisconsin; On-site; USD 42,000 - 52,000; Full time

Job summary

Park City Credit Union in Wisconsin is seeking a Member Experience Specialist to serve as a trusted financial partner through teller transactions, account servicing, and new account openings.

You will educate members on products and services, help identify financial solutions, and support branch operations while building long-term relationships. This role emphasizes teamwork and regulatory compliance within our community-focused credit union.

Qualifications

• High school diploma or equivalent required.
• Minimum of one year of experience in a financial institution or customer-facing service role preferred.
• Cash handling experience with strong attention to detail.
• Knowledge of deposit accounts, banking products, and digital banking services.
• Ability to educate members on digital banking tools and services.
• Proactive in recommending Credit Union products based on member needs.
• Strong communication and relationship-building skills.
• Ensure transactions and account documentation comply with policies and regulations.
• Maintain confidentiality and protect member information.
• Commitment to teamwork and continuous improvement.

Responsibilities

• Serve as a trusted financial partner through teller transactions, account servicing, and new account openings.
• Educate members on products and services and identify financial solutions.
• Open and maintain consumer, business, and specialty accounts.
• Explain account features and services and ensure regulatory compliance.
• Refer members to lending, retirement, and other Credit Union services when appropriate.
• Support branch operations and contribute to branch goals.
• Participate in community initiatives and member engagement activities.

Skills

Teller experience

Customer service

Cash handling

Digital banking

Cross-selling

Regulatory compliance

Communication skills

Relationship building

Account openings

Education

High School Diploma or equivalent

Job description

Park City Credit Union in Wisconsin is seeking a Member Experience Specialist to serve as a trusted financial partner through teller transactions, account servicing, and new account openings.

You will educate members on products and services, help identify financial solutions, and support branch operations while building long-term relationships. This role emphasizes teamwork and regulatory compliance within our community-focused credit union.