Member Experience Specialist I

Education First Federal Credit Union; Beaumont (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Education First Federal Credit Union in Beaumont, TX seeks a friendly Teller to process a variety of transactions and assist members with accounts and services, ensuring accuracy and compliance. You will educate members on features like online banking, debit cards, and transfers while delivering exceptional service.

The role requires 6 months to 2 years of related experience and a high school diploma or GED; strong communication, discretion, and diplomacy are essential as you handle confidential

Qualifications

• Six months to two years of similar or related experience.
• High school degree or GED required.
• A significant level of trust and diplomacy is required to be an effective subject matter expert in the position; handles confidential matters with discretion.

Responsibilities

• Processes a variety of teller transactions accurately and efficiently, including deposits, withdrawals, loan payments, transfers, check cashing, cashier’s checks, money orders, currency and coin exchanges, and bond redemptions.
• Balances cash drawer daily and reports discrepancies according to established procedures.
• Opens, maintains, and closes member accounts and services, ensuring all required documentation is completed accurately and in compliance with credit union policies and regulatory requirements.
• Identifies member financial needs and recommends appropriate credit union products and services; educates members on account features, debit cards, electronic services, online and mobile banking, ATM access, and other solutions.
• Delivers exceptional member service by responding promptly and professionally to inquiries, concerns, and requests; resolves issues and follows up as needed.
• Performs account maintenance and specialized member service functions, including opening and closing share certificates, safe deposit box services, processing check orders, wire transfers, notarizing documents, addressing fraud concerns, and closing accounts.
• Assists members with IRAs and certificate products, including opening, closing, transferring, and renewing; explains terms and establishes related services.

Education

High school diploma or GED

Job description

Education First Federal Credit Union in Beaumont, TX seeks a friendly Teller to process a variety of transactions and assist members with accounts and services, ensuring accuracy and compliance. You will educate members on features like online banking, debit cards, and transfers while delivering exceptional service.

The role requires 6 months to 2 years of related experience and a high school diploma or GED; strong communication, discretion, and diplomacy are essential as you handle confidential