Member Engagement Specialist - Personal Banker

About the Role

A Member Engagement Specialist (MES) acts as the credit union’s personal banker, building long-term relationships to assist members in opening and managing accounts and finances. The role focuses on cross-selling products and services to help members achieve financial success. Ideal candidates are excellent communicators with solid banking knowledge, a passion for helping others, and familiarity with financial institution regulations.

Responsibilities

• Assist and educate members on credit union products and services (e.g., loan products, online and mobile services) to meet their financial needs.
• Manage member accounts professionally and securely: open, close, and oversee transactions (e.g., deposits, withdrawals, transfers, and payments).
• Research and resolve account and service issues in a timely manner.
• Assist in conducting and documenting branch and drawer audits.
• Refer members to in-branch financial experts (e.g., First Mortgage and Financial Advisors) as needed.
• Follow Bank Secrecy Act (BSA) policies and procedures.
• Perform other responsibilities as assigned.

Qualifications

• Proven experience as a personal banker or equivalent role in a credit union; sales and customer service experience is a plus.
• Knowledge of personal banking practices and regulations.
• Familiarity with banking software and excellent proficiency in MS Office.
• Ability to work diligently and independently to meet goals with high attention to detail, accuracy, and thoroughness.
• Excellent communication skills and a member-oriented approach to problem-solving.
• High School diploma required; Associate’s or Bachelor’s degree preferred.
• 2+ years of prior credit union or banking experience preferred.

Schedule

40 hours per week, Monday through Friday.

Benefits

• Health, dental, and vision insurance.
• Health Savings and Flexible Spending accounts.
• 401(k) and pension plan.
• Life insurance and supplemental insurance.
• Paid time off: vacation, sick time, and paid holidays.
• Employee referral program.
• Additional benefits available.