Member Experience Specialist (Universal Teller)

Park City Credit Union; Wisconsin; On-site; USD 42,000 - 52,000; Full time

Job summary

Park City Credit Union in Wisconsin is seeking a Member Experience Specialist to serve as a trusted financial partner through teller transactions, account servicing, and new account openings.

You will educate members on products and services, help identify financial solutions, and support branch operations while building long-term relationships. This role emphasizes teamwork and regulatory compliance within our community-focused credit union.

Qualifications

• 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 with strong attention to detail.
• Knowledge of deposit accounts, banking products, and digital banking services.
• Ability to educate members on digital banking tools and services.
• Proactive in recommending Credit Union products based on member needs.
• Strong communication and relationship-building skills.
• Ensure transactions and account documentation comply with policies and regulations.
• Maintain confidentiality and protect member information.
• Commitment to teamwork and continuous improvement.

Responsibilities

• Serve as a trusted financial partner through teller transactions, account servicing, and new account openings.
• Educate members on products and services and identify financial solutions.
• Open and maintain consumer, business, and specialty accounts.
• Explain account features and services and ensure regulatory compliance.
• Refer members to lending, retirement, and other Credit Union services when appropriate.
• Support branch operations and contribute to branch goals.
• Participate in community initiatives and member engagement activities.

Skills

Teller experience

Customer service

Cash handling

Digital banking

Cross-selling

Regulatory compliance

Communication skills

Relationship building

Account openings

Education

High School Diploma or equivalent

Job description

Description

At Park City Credit Union, our mission is to help our members fulfill their dreams while serving our communities. 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.