Member Specialist I - 20 hours per week

Noble Federal Credit Union; Fresno (CA); On-site; USD 29,000 - 34,000; Part time

Job summary

Noble Federal Credit Union in Fresno, CA is seeking a Member Specialist I to be the first impression at a branch. The role involves accurate and efficient member transactions while identifying needs and connecting members with solutions that promote financial well-being.

You will educate members on products, digital channels, and self-service options, handle routine transactions such as deposits and payments, and support branch operations under established controls while complying with

Qualifications

• High school diploma or GED.
• Three months cash-handling experience; minimum six months of customer service, retail, or hospitality experience.
• Financial services experience preferred. Spanish speaking preferred.

Responsibilities

• Create exceptional member experiences by listening, asking thoughtful questions, and providing value beyond the transaction.
• Maintain knowledge of products and digital channels to educate members on online banking and digital payments.
• Deliver service by listening to needs and offering personalized solutions, addressing concerns and coordinating with internal teams.
• Identify opportunities to refer members to appropriate business partners and financial specialists.
• Process routine member transactions accurately, including deposits, withdrawals, loan payments, checks, transfers, and account maintenance.
• Support member retention by resolving concerns and escalating when necessary.
• Maintain security and controls over cash, instruments, and authorized transactions within limits.
• Assist with day-to-day branch operations, opening/closing procedures, and audits.

Education

High school diploma or GED

Job description

Job Details: Job Location: Fresno - Fresno, CA 93711, Position Type: Part Time, Salary Range: $20.78 - $25.97 Hourly, Job Category: Banking

Summary: The Member Specialist I serves as the first impression members encounter at Credit Union branches. This position is responsible for performing accurate and efficient member transactions while going beyond the transaction to understand and uncover members’ needs to connect them with solutions that support their financial well-being. The Member Specialist I engages members in meaningful conversations, educates them on products, services, and digital capabilities and channels.

Essential Duties and Responsibilities

• Create exceptional member experiences by listening actively, asking thoughtful questions, and looking beyond the immediate transaction for ways to provide additional value.
• Maintain knowledge of products, services, digital capabilities and channels to promote and to educate members on digital channels (mobile, online) electronic payments, self-service capabilities, and other available technology.
• Deliver exceptional service by actively listening, identifying financial needs, and providing personalized solutions that support each members’ goals. Serve as a trusted member advocate by addressing concerns, resolving issues promptly, and coordinating with internal departments to achieve positive outcomes.
• Recognize opportunities requiring additional expertise and confidently introduce or refer members to appropriate business partners.
• Accurately process routine member transactions including, but not limited to, deposits, withdrawals, loan payments, check cashing, negotiable instruments, transfers, account servicing and maintenance, and other authorized transactions.
• Support member retention by resolving concerns, identifying unmet needs, and escalating for resolution.
• Maintain appropriate controls and security, including, but not limited to, cash, negotiable instruments, keys, combinations, and operating within assigned authority limits.
• Provide support for day-to-day branch operations, including, but not limited to, opening and closing procedures, and branch audits.
• Serves as the first line of defense to identify transaction patterns or circumstances that may warrant additional member education, problem resolution, fraud prevention, or financial guidance.
• Contribute to the achievement of organizational goals and member-experience objectives through collaboration, referrals, relationship development, and consistent execution.
• Comply with all applicable laws, regulations, Credit Union policies, and safety, security, and compliance programs, including but not limited to BSA, AML, OFAC, privacy, branch security, and safety requirements. Maintain awareness of suspicious activity, fraud, money laundering, identity theft, and other potential risks, and report or escalation concerns in accordance with established procedures.
• Perform all other related duties as assigned.

Supervisory Responsibilities

This position does not have direct supervisory responsibilities.

Qualifications

High school diploma or general education degree (GED). Three months’ cash-handling experience; minimum six months of customer service, retail, or hospitality experience; or combination of education and experience. Financial services experience preferred. Spanish speaking preferred.