Brief Summary 

The Engagement Specialist serves as the first point of contact for members, creating meaningful connections and delivering an exceptional member experience. This role focuses on building strong relationships, identifying members' financial needs, and recommending products and services that support their financial well-being. Through a thorough understanding of credit union offerings, the Engagement Specialist educates members on solutions that help them achieve their financial goals. In addition, this position processes transactions accurately and efficiently while maintaining compliance with credit union policies and procedures. Success in this role requires a friendly, energetic, and member-focused approach, along with a passion for helping others and supporting the community.

Key Responsibilities

Serve as the primary point of contact for members, delivering an exceptional experience with every interaction. 
Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers while ensuring compliance with credit union policies and procedures
Leverage in-depth knowledge of credit union products and services to educate members and recommend solutions that support their financial goals and overall well-being. 
Meet or exceed sales and service goals through active engagement and relationship-building. 
Support members' financial success by providing personalized guidance, financial education, and access to relevant resources and solutions.
Represent the credit union professionally within the community, promoting its values through outreach activities, community events, and member engagement efforts.

Qualifications

High school diploma or equivalent.
Minimum of two years of experience in a customer service or sales-focused role; financial institution experience preferred.
Experience handling cash accurately and efficiently.
Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
Strong verbal and written communication skills, with the ability to explain financial products and services to individuals with varying levels of financial knowledge  
Ability to manage multiple priorities, balance competing demands, and deliver an exceptional member experience during every transaction
Comfortable interacting with members and the public throughout the workday in a fast-paced environment
Skilled in resolving member concerns and de-escalating challenging situations with professionalism, empathy, and sound judgment.

Schedule

Schedule will vary, Monday – Friday 7:45 a.m. – 5:15 p.m. Occasional Saturday shift as needed, 8:45 a.m. -12:15 p.m.

Wage & Hour Details

Full-time, 37-40 hours per week
Pay is hourly
Starting pay range: $18-$19/hr., pay commensurate with experience

Benefits

Medical, dental and vision plan options
Health Saving Account and Flexible Spending Account options
401(k) with competitive company match
Paid time off, paid holidays, personal time, and paid volunteer time
Development time and tuition reimbursement
Company provided life insurance, short-term and long-term disability insurance
Voluntary benefits including life, critical illness, accident, and hospital indemnity coverage
Paid parental leave
Discretionary, annual profit-sharing bonus

Equal Opportunity Employer/Veterans/Disabled 

Members Cooperative Credit Union is an Equal Employment Opportunity employer. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to maximize their talents, skills, and abilities to serve our members. Members recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills. We do not discriminate based on 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.

For questions or, if you need assistance completing the application process, please contact 1-800-296-8871 and ask for Human Resources. 

Learn more about this Employer on their Career Site

Engagement Specialist (Teller)