Member Specialist

Socket.dev; Lenexa (KS); On-site; USD 36,000 - 48,000; Full time

Job summary

Mainstreet Credit Union in Lenexa, KS seeks a friendly Member Specialist who greets members, handles transactions with accuracy, and builds trust-based relationships. You promote credit union products, respond to needs, and smoothly refer to the appropriate teams to support member journeys.

A positive, professional demeanor is essential for success. The role emphasizes service excellence, knowledge of products, compliance, and potential monthly incentives based on performance.

Qualifications

• High school diploma or GED required.
• 1–12 months experience in retail or financial environment; cash handling preferred.
• Ability to deliver exceptional service and build rapport with members.
• Strong communication and referral skills for credit union products.
• Ability to prioritize tasks in a fast-paced environment.
• Proficient in computer systems with accurate cash handling.

Responsibilities

• Greet members, assess needs, and provide high-quality service.
• Process deposits, withdrawals, transfers, and payments; balance cash drawer.
• Build relationships and refer products/services based on member needs.
• Maintain knowledge of credit union products and services.
• Ensure compliance with state and federal laws.
• Travel as needed to branches and assist with daily activities.

Skills

Cash handling

Customer service

Communication

Attention to detail

Compliance awareness

Adaptability

Education

High school diploma / GED

Tools

Banking software

MS Office

Job description

Company Expectations

• Predictable and reliable attendance as required to successfully perform the duties of the position.
• Foster a positive and supportive work environment conducive to the credit union’s culture initiatives by adhering to Mainstreet Credit Union’s service standards and values.
• Ability to perform job expectations in an accurate and efficient manner.
• Complete required new hire, on-the-job and additional training as indicated by management and company policy.
• Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.

Position Overview

A successful Member Specialist is patient, friendly, and possesses excellent interpersonal skills, with a passion for serving members. This position is dedicated to empowering and equipping members with the tools they need for financial success. These individuals maintain a positive, composed demeanor and thrive under pressure. Serving as the first point of contact, they play a vital role in shaping the member's experience and building trust-based relationships with the credit union. Member Specialists are responsible for delivering outstanding service by listening to members' needs, processing accurate transactions, completing account maintenance meticulously, and seamlessly transferring members to the appropriate team members when necessary. The Member Specialist also makes referrals for products and services that align with members' specific needs. Promoting credit union products and services in response to members’ situations is a key aspect of the role. This position is able to earn monthly incentive based on performance metrics.

Key Responsibilities

• Interact with members utilizing the credit union service standards: greet members in-person to respond to their needs and concern(s). Deliver high-quality member service, listening to members’ requests and working to find the appropriate solution. Providing a soft-hand-off to the appropriate person or department as necessary.
• Process and verify transactions, including deposits, withdrawals, purchases, transfers, and payments. Responsible for managing and balancing a cash drawer in accordance with established cash handling and balancing procedures.
• Establish strong relationships with members by proactively asking questions and taking a needs-based approach when recommending credit union products and services. Identify opportunities to support members' financial needs during transaction processing and make appropriate suggestions or referrals based on Mainstreet Credit Union's offerings.
• Perform Membership account maintenance on accounts (Instant Issue debit cards, wires, stop payments, etc.)
• Maintain an up-to-date and comprehensive knowledge of credit union products and services that are handled by this position.
• Keep a current and foundational understanding of all credit union products and services to ensure accurate referrals and seamless hand-offs
• Promote and uphold a positive image of Mainstreet Credit Union to both current and prospective members, as well as the community.
• Maintain a solid understanding of relevant state and federal laws and regulations related to credit union compliance, including the Bank Secrecy Act, anti-money laundering, and elder financial abuse laws applicable to the role.
• Ensure that established individual minimum performance standards (MAPS) and branch goals are actively pursued and consistently met or exceeded.
• Must have the flexibility to work during the necessary business hours. This includes opening and closing the branch and assisting other staff in completion of daily activities, as needed.
• Must be available and willing to travel to such locations and with such frequency as determined necessary or desirable to meet the business needs of the credit union.
• Perform other duties as assigned by supervisor or manager.

Required Qualifications

• High school diploma or general education degree (GED).
  
• One month to twelve months prior experience working in retail or financial environment to include cash handling preferred
• Capable of providing exceptional service while building rapport with members and prospective members.
• Excellent communication skills allowing for positive interactions with members.
• Ability to confidently make recommendations and referrals for credit union products and services, ensuring members receive the most relevant solutions to meet their financial needs.
• Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily.
• Ability to handle cash with speed and accuracy.
• Exhibit enthusiasm and professionalism along with a high level of ownership and accountability.
• Understanding and use of good judgment.
• Relevant computer skills and ability to acclimate to required systems with speed and accuracy.

Physical Requirements

• Regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Frequently required to walk and stand. Occasionally required to stoop, kneel, crouch, or crawl.
• Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
• Does require occasional lifting, up to 50 pounds