Member Experience Specialist (Universal Teller)

Park City Credit Union; Stevens Point (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Park City Credit Union in Stevens Point invites you to join our new branch team as a Member Experience Specialist. You will provide trusted financial guidance through teller transactions, account servicing, and new account openings while helping members identify financial solutions that meet their needs.

You will combine precision and efficiency with relationship-building and a consultative approach, educate members on digital banking, and support branch operations to deliver exceptional service

Qualifications

• High school diploma or equivalent required.
• Minimum of 1 year in a financial institution or customer-facing role preferred.
• Cash handling experience and strong attention to detail.
• Basic understanding of deposit accounts and digital banking services.
• Ability to educate members on digital tools and recommend products based on needs.
• Strong communication and service skills.

Responsibilities

• Process teller transactions and account openings; maintain documentation.
• Open and maintain consumer, business, and specialty accounts.
• Educate members on products and digital banking tools.
• Identify member needs and refer to lending and other services.
• Support branch operations and contribute to goals.

Skills

Customer service

Relationship building

Cash handling

Attention to detail

Communication skills

Education

High school diploma or equivalent

Tools

Digital banking platforms

Job description

Join our team at the new Stevens Point branch location and play a key role in building a high‑performing branch. Primary work location will be Stevens Point following a training period in Merrill. As a Member Experience Specialist, you will serve as a trusted financial partner by providing exceptional service through teller transactions, account servicing, and new account openings while helping members identify financial solutions that meet their needs.

This role combines the accuracy and efficiency of a traditional teller with the relationship‑building and consultative approach of a New Account Specialist. You will assist members with their day‑to‑day banking needs, educate them on products and services, and create positive experiences that strengthen long‑term member relationships. The Member Experience Specialist processes routine and complex transactions, opens and maintains consumer, business, and specialty accounts, explains account features and services, and ensures compliance with Credit Union policies, procedures, and regulatory requirements. This role is also responsible for identifying member needs and referring members to lending, retirement, and other Credit Union services when appropriate. We are seeking an individual who is passionate about member service, relationship building, teamwork, and continuous improvement. The Member Experience Specialist works closely with colleagues to support branch operations, deliver exceptional member experiences, and contribute to branch and organizational goals.

Community Involvement & Member Relationship Development

As a representative of Park City Credit Union, the Member Experience Specialist helps create positive relationships with members and supports the Credit Union's commitment to serving our communities. This position participates in branch promotions, community initiatives, financial wellness efforts, and other activities that strengthen member engagement and support organizational goals. The Member Experience Specialist serves as a welcoming and knowledgeable resource, helping members gain confidence in their financial decisions and experience the value of Credit Union membership.

Why Join Park City Credit Union?

At Park City Credit Union, you'll be part of a collaborative organization that values member service, teamwork, community involvement, employee development, and making a positive difference in the lives of our members. If you're looking for an opportunity to build relationships, develop your skills, and help members achieve their financial goals, we'd love to hear from you.

Requirements

• High school diploma or equivalent required.
• Minimum of one year of experience in a financial institution or customer‑facing service role preferred.
• Cash handling experience and strong attention to detail.
• Basic understanding of deposit accounts, banking products, digital banking services, and financial services.
• Ability to demonstrate and educate members on digital banking tools and services, helping them confidently utilize technology to meet their financial needs.
• Ability and enthusiasm to recommend Credit Union products and services based on member needs.
• Strong communication, relationship‑building, and member service skills.
• Ability to accurately process transactions and maintain account documentation in compliance with applicable policies and regulations.
• Ability to handle member concerns with professionalism, empathy, and attention to detail.
• Commitment to teamwork, operational excellence, and continuous improvement.
• Ability to maintain confidentiality and protect member information.