Member Experience Specialist I

Socket.dev; Traverse (MI); On-site; USD 27,000 - 34,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits (medical, dent,

Vision insurance

401(k) with employer match

Tuition reimbursement and professional

Job summary

4Front Credit Union is seeking a Member Relationship Specialist I to be the first point of contact for members, delivering exceptional service and building lasting relationships. This role supports a broad range of transactions, accounts, and product guidance to meet member needs and branch goals.

You will resolve questions, provide accurate information, and connect members to the right financial services while maintaining professionalism and a welcoming experience.

Qualifications

• Customer service, sales, or financial services experience preferred

Responsibilities

• Greet members and provide prompt, professional, and friendly service
• Build relationships by understanding member needs and providing solutions
• Answer questions, resolve issues, and support financial inquiries
• Deliver a consistent and positive member experience
• Process transactions accurately, including deposits, withdrawals, and payments
• Open, maintain, and close member accounts
• Support account services including IRAs, HSAs, and certificate accounts
• Assist with card services, online banking, and digital tools
• Research and resolve account discrepancies and member concerns
• Provide clear explanations and guidance to members
• Escalate complex issues as needed
• Support members through challenging or sensitive situations
• Identify opportunities to recommend products and services
• Support consultative conversations aligned with member needs
• Contribute to branch service and sales goals
• Promote financial wellness and member education
• Maintain accuracy in transactions, balancing, and reporting
• Support vault, cash handling, and branch operational procedures
• Follow policies, procedures, and compliance requirements
• Share knowledge and assist with training and onboarding
• Participate in meetings and branch initiatives
• Communicate updates, issues, and opportunities
• Complete tasks accurately and within established timelines
• Maintain organization and attention to detail
• Follow security, compliance, and safety procedures
• Support continuous improvement of branch operations
• Members feel welcomed, supported, and valued
• Transactions are accurate and efficient
• Member questions and concerns are resolved effectively
• Opportunities to support member needs are identified
• Teamwork and collaboration are strong
• Compliance and operational standards are met
• Member relationships are strengthened over time

Skills

Customer service

Relationship building

Communication

Problem solving

Bilingual Spanish/English

Education

High school diploma

Job description

4Front Credit Union is seeking a Member Relationship Specialist I to be the first point of contact for members, delivering exceptional service and building lasting relationships. This role supports a broad range of transactions, accounts, and product guidance to meet member needs and branch goals.

You will resolve questions, provide accurate information, and connect members to the right financial services while maintaining professionalism and a welcoming experience.