Part Time Member Experience Specialist I

Kirtland Credit Union; Albuquerque (NM); On-site; USD 21,000 - 32,000; Part time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) Retirement savings program with

Paid time off with accrual starting

11 Paid holidays off during the year

Tuition Reimbursement for College Deg

Employee Clothing Advance

Fitness Reimbursement Program

Employee Assistance Program

Short- and Long-Term Disability

Job summary

Kirtland Credit Union is hiring a Part Time Member Experience Specialist I in Albuquerque, NM. The role focuses on creating exceptional member relationships, handling teller transactions, and promoting products and services to meet members' financial needs.

The position is on-site at the Montgomery Branch with a comprehensive benefits package and opportunities for growth within the credit union environment.

Qualifications

• Minimum one year of cash handling, sales and customer service experience.
• Experience with IRA and other consumer deposit products preferred.
• Sales experience with meeting/exceeding goals preferred.
• Proven member service skills and problem resolution ability.
• Experience in customer service, identifying needs and providing solutions.

Responsibilities

• Meet with members and build/maintain member relationships.
• Analyze member financial needs and present product or service options.
• Handle teller transactions, cash handling and account maintenance; refer products/services as appropriate.
• Resolve member requests promptly while upholding Kirtland Credit Union values.
• Coordinate with branches and attend required meetings.

Skills

Analytical skills

Financial skills

Relationship building

Education

High School Diploma

Job description

Part Time Member Experience Specialist I

Part Time 6 Albuquerque, NM, US

2 days ago Requisition ID: 1284

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose. We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment.

We are currently seeking a Part Time Member Experience Specialist to join Kirtland Credit Union! This is a regular, part-time, 100% On-Site position based at our Montgomery Branch.

Join the rest of our teammates and become eligible for a generous benefits package that we offer:

• Medical, Dental and Vision Insurance
• 401(k) Retirement savings program that includes employer match.
• Paid time off with accrual starting from day one.
• 11 Paid holidays off during the year!
• Tuition Reimbursement for College Degrees
• Employee Clothing Advance
• Fitness Reimbursement Program
• Employee Assistance Program
• Short- and Long-Term Disability

This is what we would like you to do:

• Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships.
• Responsible for problem resolution resulting in win-win for the member and the Credit Union.
• Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services.

Primary Job Duties:

• Assumes responsibility for the effective and professional performance of member service functions.
• Meet with members, create and enhance member relationships
• Proactively analyze member financial needs and present product or service options
• Basic knowledge of all deposit and consumer loan products and services.
• Complete account maintenance tasks such as: check orders, debit cards and other related duties.
• Answers questions and solves problems for members by listening, collecting data, offering a variety of options.
• Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations
• Has basic knowledge of IRA accounts.
• Consult with members regarding basic money management and financial matters, as appropriate.
• Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers.
• Resolve member’s request and questions promptly and with KCU core value expectations.
• Utilize and adhere to KCU lobby management and MXS staffing model.
• Ensure Credit Union’s quality and professional reputation is projected and maintained.
• Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management.
• Assists other branches or departments as needed. Assists all co-workers.
• Attends meetings as required
• Keeps Management informed of branch operational/sales activities and of any significant problems.

Education/Certification:

• High School Diploma or equivalent

Experience Required:

• Minimum one year’s cash handling experience, sales and customer service required.
• Experience with IRA and other consumer deposit products preferred.
• Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred.
• Proven member service skills and the ability to resolve problems independently or to escape as needed to promote member satisfaction.
• Experience with customer service, identifying needs and providing solutions in a professional manner.

Required knowledge, skills and abilities:

• Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the member's trust.
• Able to create and maintain strong relationships.
• Strong analytical and financial skills.

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.