Member Growth & Service Specialist I

Collinscu

Cedar Rapids (IA)

Presencial

USD 25.000 - 30.000

Jornada completa

hace 41 horas
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Ventajas ofrecidas por este puesto de trabajo

401k Match
Tuition Reimbursement
Disability Insurance
Employee Discounts

Descripción de la vacante

Collins Community Credit Union in Cedar Rapids, IA, is seeking a Member Relationship Specialist I at the Blairs Ferry branch. You will deliver a welcoming service across in-person, phone, and digital channels, and identify member needs to recommend suitable products and solutions.

The role focuses on deposits growth, referrals, and delivering accurate transactions while upholding regulatory requirements. A strong customer-service background and comfort with digital tools are essential for

Formación

  • High school diploma or equivalent.
  • 6 months to 2 years of customer service, retail banking, or cash handling experience.
  • Strong communication and interpersonal skills.
  • Demonstrated ability to balance service excellence with sales and referral activity.
  • High attention to detail, accuracy, and compliance discipline.
  • Comfortable with technology and digital tools.
  • Must be bondable in accordance with the State of Iowa and Collins Community Credit Union guidelines.

Responsabilidades

  • Deliver a welcoming, professional, and personalized service experience across in-person, phone, and digital channels.
  • Create meaningful member connections through active listening, follow-up, and consistent engagement.
  • Identify member needs through conversation and recommend appropriate products, services, and solutions.
  • Actively cross-sell and refer products and services to appropriate partners.
  • Uncover opportunities through profiling, life events, and needs-based conversations.
  • Support achievement of branch and individual referral and deposit growth goals.
  • Accurately process deposits, withdrawals, transfers, loan payments, and official checks.
  • Maintain and balance cash drawer daily.
  • Complete account opening maintenance documentation with accuracy.
  • Support branch operations and ensure member transactions are handled safely, accurately, and within established procedures and regulatory requirements.
  • Maintain integrity in all financial and member interactions.
  • Open and service routine consumer deposit accounts, including checking, savings, money market, and certificates of deposit.
  • Ensure accurate account setup, documentation, and compliance with all procedures and regulatory requirements.
  • Educate members on account features, benefits, and digital solutions.
  • Actively generate new deposit growth through needs-based conversations and solution recommendations.
  • Meet or exceed assigned new money deposit goals and referral expectations.
  • Actively identify and act on cross-sell and referral opportunities in every member interaction.
  • Recommend solutions that align with member goals, needs, and financial situations.
  • Partner with loan officers and business partners to strengthen member relationships.
  • Support outbound efforts, follow-ups, and campaign-based initiatives to increase engagement and deposits.
  • Serve as a key driver of branch growth through consistent, intentional referral activity.
  • Ensure compliance with all policies and regulatory requirements (BSA, privacy, etc.).
  • Verify identification and protect member data.
  • Identify and elevate suspicious or unusual activity.
  • Maintain strong attention to detail and accuracy in all account and transaction work.
  • Contribute to a collaborative, high-performing team environment.
  • Participate in branch initiatives, promotions, and goal attainment efforts.
  • Represent the organization in the community and support outreach events.
  • Share responsibility for branch success by living out the one team philosophy.
  • Professionally participate in community involvement and business development opportunities.

Conocimientos

Strong communication
Interpersonal skills
Time management
Relationship building
Sales & referrals

Educación

High school diploma or equivalent

Descripción del empleo

Collins Community Credit Union in Cedar Rapids, IA, is seeking a Member Relationship Specialist I at the Blairs Ferry branch. You will deliver a welcoming service across in-person, phone, and digital channels, and identify member needs to recommend suitable products and solutions.

The role focuses on deposits growth, referrals, and delivering accurate transactions while upholding regulatory requirements. A strong customer-service background and comfort with digital tools are essential for

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