Part-Time Member Banking Specialist

Wings Credit Union; Apple Valley (MN); On-site; USD 30,000 - 32,000; Full time

Benefits offered by this job

Generous 401(k) match

Health Insurance

Vision Insurance

Life Insurance

Disability insurance

Paid Vacation, Sick, Holidays

Tuition Reimbursement

Job summary

Wings Credit Union in Apple Valley, MN, is hiring a member service professional to acquire and expand member relationships by assisting and educating members in opening and managing accounts and finances, and by cross-selling products that help them succeed financially.

You will provide personalized service, maintain a healthy sales pipeline, and support notarial and mortgage-related services while adhering to risk and compliance standards.

Qualifications

• High School diploma required; some college preferred.
• Proven sales skills and 1 year member service or retail banking experience preferred.
• Cash handling experience preferred.
• Knowledge of banking and/or credit union regulations, preferred.
• Experience recommending products and plans to improve a member’s financial position, preferred.

Responsibilities

• Assist members with deposits, withdrawals, check cashing, opening new accounts, completing service requests, and submitting credit applications.
• Proactively educate members on the features and benefit of the Credit Union’s products and services and actively cross sell and make qualified referrals for additional appropriate loan, deposit and fee income products and services.
• Establish trust and lasting relationships with members by building a personal connection through engagement, education, asking open-ended questions, listening, and having a consultative approach.
• Maintain a healthy sales pipeline by collecting member contact information and scheduling follow-ups for individuals who have a further need for engagement.
• Refer members to financial experts, as needed (e.g First Mortgage and Financial advisors).
• Properly diagnose and perform research to resolve moderately complex member issues including communicating with other departments for issue resolution.
• Consistently exceeds established sales goals.
• Assist, serve, and follow up as necessary with members who have fraud and forgery, deceased accounts, retirement services, account maintenance, business needs, and other unique account types to meet their continued needs and provide exceptional service.
• Responsible for providing notarial services to members, including witnessing and authenticating documents and verifying members identity.

Skills

Sales experience

Customer service

Notary

MLO qualifier

MS Office

Cash handling

Education

High School diploma

Tools

MS Office

Job description

Wings Credit Union in Apple Valley, MN, is hiring a member service professional to acquire and expand member relationships by assisting and educating members in opening and managing accounts and finances, and by cross-selling products that help them succeed financially.

You will provide personalized service, maintain a healthy sales pipeline, and support notarial and mortgage-related services while adhering to risk and compliance standards.