Member Experience Specialist II

Portland Federal Credit Union, Inc.; Michigan; On-site; USD 21,000 - 28,000; Full time

Job summary

Portland Federal Credit Union, Inc. is seeking an Experience Specialist to assist members with transactions, cash handling, and service excellence. The role requires courteous, accurate handling of member interactions and a proactive approach to education about credit union products.

Experience levels span I–III with responsibilities across new accounts, notary duties, and branch operations. A strong focus on compliance, confidentiality, and teamwork is essential for success in this on-site role.

Qualifications

• High school graduate or equivalent required.
• Excellent communication and interpersonal skills.
• Strong math skills with accurate cash handling.
• Ability to work in a fast-paced member-focused environment.

Responsibilities

• Greet members and process transactions with courtesy and accuracy.
• Maintain and balance cash drawer and reconcile transactions.
• Know and follow credit union policies; safeguard member information.
• Educate members about credit union products and services and assist with cross-sales.

Skills

Customer service

Cash handling

Communication

Attention to detail

Problem solving

Teamwork

Education

High school diploma or equivalent

Tools

Core banking system

Synergy

DocuSign

Job description

Portland Federal Credit Union, Inc. is seeking an Experience Specialist to assist members with transactions, cash handling, and service excellence. The role requires courteous, accurate handling of member interactions and a proactive approach to education about credit union products.

Experience levels span I–III with responsibilities across new accounts, notary duties, and branch operations. A strong focus on compliance, confidentiality, and teamwork is essential for success in this on-site role.