Member Experience Specialist I

About the Role

To serve members with their transactional needs and digital experiences in a branch atmosphere. Constantly seeking opportunities for conversations to uncover financial needs and referring members to the appropriate channels and technology to meet those needs, creating the most efficient and pleasant member experience. Always focused on doing the right thing for the member while participating in a team setting.

Key Responsibilities

• Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
• Helps control the flow of traffic at the branch while creating a pleasant, welcoming, and secure environment.
• Provides world-class service through financial transactions and guidance with in-branch technology.
• Processing deposits to share, share draft, and other savings accounts.
• Monitoring deposit amounts and examining documents for endorsement and negotiability.
• Disbursing cash or check withdrawals.
• Providing official checks and credit card advances.
• Receiving loan payments and service charge payments for services.
• Processing transfers between accounts.
• Redeeming US Savings Bonds.
• Processing shared service center transactions.
• Strongly advocates for Neighborhood Credit Union’s digital channels while educating members on their ease of utilization.
• Actively markets and cross-sells current and new products and services, educating members on features and benefits.
• Maintains privacy of member account information.
• Follows all policies and procedures regulated by the credit union, including guidelines for preventing fraud and robbery, as well as governmental policies and procedures.
• Establishes and maintains effective communication and positive working relationships with management and within the organization.
• Keeps Branch Manager informed of any significant problems or concerns.
• Assists other departments in meeting member needs when necessary.
• Attends meetings as required.
• Ensures branch supplies are maintained.
• Accurately balances transactions at the end of the business day.

Requirements & Tech Stack

• Knowledgeable on the functionality of both Interactive Teller Machine and NEXT self-help kiosk technology.

Qualifications

• Assumes responsibility for establishing and maintaining effective, professional relationships with members.
• Ensures members’ requests and questions are promptly resolved.
• Assumes responsibility for related duties as required or assigned.
• Performs other functions that might be needed from time to time and assists others to complete tasks and work assignments.