Member Experience Specialist | Financial Wellness Advocate

University of Virginia Community Credit Union; Charlottesville (VA); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Health

Dental

Vision

Retirement Plan Contribution up to 7%

Life Insurance

Long-Term Disability

Health & Wellness Spending Account

Tuition Reimbursement

Employee Loan Discounts

Paid Time Off 16 days

13 company paid holidays

Family Forming Leave

Volunteer Time Off

Job summary

University of Virginia Community Credit Union is seeking a Member Service Specialist to deliver outstanding service across teller, ATM, online and mobile banking channels. The role involves opening accounts, certificates and IRAs while promoting a full suite of credit union products.

The ideal candidate is reliable, adaptable, sales- and service-oriented, with teamwork skills and sound judgment to meet members' financial needs.

Qualifications

• 3 years of experience in a financial institution.
• Exceptional communication skills.
• Approachable and friendly.
• Thrives in a fast-paced environment.
• Ability to perform basic math.
• Cash handling experience preferred.
• High school diploma required.

Responsibilities

• Ensure Members are promptly and professionally served
• Actively educate and refer Members to resources available within the Credit Union
• Refer products and services to our Members
• Provide members with a one-stop experience in processing transactions and fulfilling their sales and service needs
• Retain and deepen existing member relationships, and establish new relationships using a needs-based approach
• Perform teller transactions at a high level, including deposits, withdrawals, transfers, and loan requests, among others
• Assist with opening and closing duties for the branch
• Promote, explain, and cross-sell credit union products and services, including checking accounts, debit & credit cards, electronic services, consumer loans and business accounts and services

Skills

3 years experience

Exceptional communication

Approachable

Fast-paced

Cash handling experience

Education

High school diploma

Job description

University of Virginia Community Credit Union is seeking a Member Service Specialist to deliver outstanding service across teller, ATM, online and mobile banking channels. The role involves opening accounts, certificates and IRAs while promoting a full suite of credit union products.

The ideal candidate is reliable, adaptable, sales- and service-oriented, with teamwork skills and sound judgment to meet members' financial needs.