I-Drive Member Experience Professional I - Branch

About the role

The Member Experience Professional I plays a crucial role in enhancing the financial well-being of Members through exceptional service and product promotion. This position leverages consultative sales techniques to build loyalty and cross-sell Credit Union services.

Responsibilities

• Ensure all teller functions comply with policies and security standards
• Maintain professional and effective teller operations, including balancing and securing funds
• Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines
• Provide exceptional member service by meeting Members' needs promptly and professionally
• Resolve Members’ requests, problems, and questions; offer Credit Union products and services
• Recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility
• Process transactions, open new accounts, and handle consumer loans from start to finish
• Manage member accounts, ensure accurate and up-to-date records, handle deposits, withdrawals, and other financial transactions efficiently and accurately
• Assist in the processing of loan applications by gathering necessary documentation and conducting initial reviews
• Support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts
• Comply with regulatory requirements and internal policies
• Identify and report any suspicious activities
• Manage paperwork, file, and perform data entry to ensure smooth operations
• Work closely with senior Credit Union staff and other team members to support overall branch or department goals

Requirements

• High School Diploma or GED
• 3 to 5 years of relevant work experience in the financial industry and credit unions
• Two years’ experience in teller cash handling and cash dispense machines
• Spanish-speaking required

Skills

• Excellent member service and conflict resolution skills
• Effective sales skills
• Strong problem-solving and decision-making skills
• Clear and open communication skills
• Flexible; easily adapts to change
• Strong time-management skills & ability to multi-task
• Organized; good time manager
• Responsible; takes initiative and works independently
• Strong teamwork skills
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions
• Ability to deal with problems involving a few variables

Qualifications

• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables
• Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to