Member Experience Specialist I

Tucson Federal Credit Union; Tucson (AZ); On-site; USD 24,796 - 33,062; Full time

Job summary

Tucson Federal Credit Union East Branch is seeking a friendly Member Advocate to deliver exceptional member experiences. You will handle cash, process transactions, open new accounts, and promote loan products through needs-based selling in a fast paced branch setting.

Join a team that emphasizes compliance and service standards; the role requires a HS diploma, strong communication skills, and the ability to learn quickly with MS Office.

Qualifications

• Strong customer service experience in a financial services environment.
• Ability to upsell loan products and cross-sell services based on member needs.
• Accurate cash handling and payment processing within policy.

Responsibilities

• Perform cash handling and payment processing within established procedures and controls.
• Establish new relationships and deepen existing member relationships through a needs-based selling approach.
• Process new account openings, loan applications/disbursals, and routine member maintenance requests accurately and efficiently.
• Refer loan products that will best meet member needs to help support branch growth and production goals.
• Consistently demonstrate a commitment to advancing knowledge of sales techniques and product knowledge to better serve members.
• Engage in behavior that aligns with TFCU’s cultural beliefs.

Skills

Customer service

Needs-based selling

Cash handling

Communication skills

Compliance awareness

Education

HS Diploma/GED

Tools

MS Office

Outlook

General computer skills

Job description

Tucson Federal Credit Union East Branch is seeking a friendly Member Advocate to deliver exceptional member experiences. You will handle cash, process transactions, open new accounts, and promote loan products through needs-based selling in a fast paced branch setting.

Join a team that emphasizes compliance and service standards; the role requires a HS diploma, strong communication skills, and the ability to learn quickly with MS Office.