Member Engagement Specialist - Personal Banker
City & County Credit Union, Brooklyn Park, Minnesota, United States
Overview
CCCU is looking for a Member Engagement Specialist (MES), the credit union’s version of a personal banker. You’ll be responsible for assisting our members in opening and managing their accounts and finances by building long-term relationships and cross-selling the products and services that will help them be financially successful. We are looking for excellent communicators with solid knowledge of banking processes and products. Sales, banking and customer service experience can help you succeed in this role. The ideal candidate is passionate about helping others with accuracy, is self-driven, and familiar with financial institution regulations. Responsibilities
Assist and educate members on credit union products and services for their financial needs (e.g. loan products, online and mobile services, etc.) Manage member accounts professionally and securely: open, close and oversee transactions (e.g. deposits, withdrawals, transfers, and payments) Research and resolve issues with accounts and services in a timely manner Assist in conducting and documenting branch and drawer audits Refer members to in-branch financial experts, as needed (e.g First Mortgage and Financial advisors) Follow Bank Secrecy Act (BSA) policies and procedures as they relate to this position. Other responsibilities as assigned. Skills & Qualifications
Proven experience as a personal banker or credit union equivalent; experience in sales and customer service is a plus Knowledge of personal banking practices and regulations Familiarity with banking software; excellent use of MS Office Ability to work diligently and independently to meet goals with high attention to detail, accuracy and thoroughness, with little supervision Excellent communication skills Member-oriented approach to handling problems with a positive attitude High School diploma required, Associates or Bachelor degree preferred 2+ years prior credit union or banking experience preferred Hours & Work Schedule
40 hours/week Monday through Friday, some Saturdays Benefits
Health, dental and vision insurance Health Savings/ Flexible Spending accounts 401(k) and pension plan Life insurance and supplemental insurance Paid time off out of the office – Vacation time, Sick time and Paid Holidays Employee referral program Plus much more!
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CCCU is looking for a Member Engagement Specialist (MES), the credit union’s version of a personal banker. You’ll be responsible for assisting our members in opening and managing their accounts and finances by building long-term relationships and cross-selling the products and services that will help them be financially successful. We are looking for excellent communicators with solid knowledge of banking processes and products. Sales, banking and customer service experience can help you succeed in this role. The ideal candidate is passionate about helping others with accuracy, is self-driven, and familiar with financial institution regulations. Responsibilities
Assist and educate members on credit union products and services for their financial needs (e.g. loan products, online and mobile services, etc.) Manage member accounts professionally and securely: open, close and oversee transactions (e.g. deposits, withdrawals, transfers, and payments) Research and resolve issues with accounts and services in a timely manner Assist in conducting and documenting branch and drawer audits Refer members to in-branch financial experts, as needed (e.g First Mortgage and Financial advisors) Follow Bank Secrecy Act (BSA) policies and procedures as they relate to this position. Other responsibilities as assigned. Skills & Qualifications
Proven experience as a personal banker or credit union equivalent; experience in sales and customer service is a plus Knowledge of personal banking practices and regulations Familiarity with banking software; excellent use of MS Office Ability to work diligently and independently to meet goals with high attention to detail, accuracy and thoroughness, with little supervision Excellent communication skills Member-oriented approach to handling problems with a positive attitude High School diploma required, Associates or Bachelor degree preferred 2+ years prior credit union or banking experience preferred Hours & Work Schedule
40 hours/week Monday through Friday, some Saturdays Benefits
Health, dental and vision insurance Health Savings/ Flexible Spending accounts 401(k) and pension plan Life insurance and supplemental insurance Paid time off out of the office – Vacation time, Sick time and Paid Holidays Employee referral program Plus much more!
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