Member Experience Specialist — Banking & Solutions Advisor

Park City Credit Union

Merrill (WI)

On-site

USD 32,000 - 46,000

Full time

4 days ago
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Job summary

Park City Credit Union is seeking a Member Experience Specialist in Wisconsin. You will handle teller transactions, open accounts, educate members on products, and identify financial solutions.

This role blends accuracy of a teller with consultative sales and member-relations responsibilities to build long-term relationships. Requirements include a high school diploma and at least one year in financial services or customer-facing roles, along with strong communication and the ability to handle

Qualifications

  • High school diploma or equivalent required.
  • Minimum of 1 year in a financial institution or customer-facing service role preferred.
  • Cash handling experience and strong attention to detail.
  • Basic understanding of deposit accounts, digital banking services, and financial services.
  • Ability to educate members on digital banking tools and services.
  • Strong communication, relationship-building and member service skills.
  • Commitment to teamwork, confidentiality and regulatory compliance.

Responsibilities

  • Process teller transactions and account servicing.
  • Open and maintain consumer, business, and specialty accounts.
  • Explain account features and services to members.
  • Identify member needs and refer to lending, retirement, and other Credit Union services when appropriate.
  • Support branch operations and deliver exceptional member experiences.

Skills

Customer service
Teller experience
Cash handling
Communication skills
Relationship building

Education

High school diploma or equivalent

Job description

Park City Credit Union is seeking a Member Experience Specialist in Wisconsin. You will handle teller transactions, open accounts, educate members on products, and identify financial solutions.

This role blends accuracy of a teller with consultative sales and member-relations responsibilities to build long-term relationships. Requirements include a high school diploma and at least one year in financial services or customer-facing roles, along with strong communication and the ability to handle

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