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New Account Specialist

Park City Credit Union, Madison, Wisconsin, United States

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Description We have an exciting opportunity for you – join the New Account Specialists Team and take your journey to new heights! We encourage you to apply if you are interested in being considered for the position, and meet the outlined standards of the role.

Open new accounts and memberships – including business, fiduciary, and personal

Handle member debit card items

Perform account maintenance for members

Handle complex member inquires and needs

Expand member share of wallet, and ensure strong e-service adoption

Handle all in-person member requests that are not performed on the teller line, except loan applications

Back-up the teller line

Create Raving Fan Experiences with every member helped!

Requirements

Strong attendance record

Minimum of 1 year customer service experience

Proven ability to complete complex transactions and forms accurately

Positive attitude

Ability to achieve set sales goals

Willingness to go above and beyond service expectations for our members

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