Member Experience Specialist I

Primary Job Duties

• Absorbs responsibility for the effective and professional performance of member service functions.
• Meets with members, creates and enhances member relationships.
• Proactively analyzes member financial needs and presents product or service options.
• Completes account maintenance tasks such as: check orders, debit cards and other related duties.
• Answers questions and solves problems for members by listening, collecting data, offering a variety of options.
• Processes teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations.
• Has basic knowledge of IRA accounts.
• Consults with members regarding basic money management and financial matters, as appropriate.
• Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers.
• Solves member’s request and questions promptly and with KCU core value expectations.
• Utilizes and adheres to KCU lobby management and MXS staffing model.
• Ensures Credit Union’s quality and professional reputation is projected and maintained.
• Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management.
• Assists other branches or departments as needed.
• Assists all co-workers.
• Attends meetings as required.
• Keeps Management informed of branch operational/sales activities and of any significant problems.

Requirements

• Minimum one year’s cash handling experience, sales and customer service preferred.
• Previous lending or sales experience preferred.
• Experience with IRA and other consumer deposit products preferred.
• Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred.
• Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction.
• Experience with customer service, identifying needs and providing solutions in a professional manner.

Qualifications

• High School Diploma or equivalent.
• Bachelor’s degree preferred.

Skills

• Basic skills with identifying and assessing member needs;
• Creating, building and maintaining strong relationships;
• Gaining the member's trust;
• Strong analytical and financial skills.

Benefits

• Medical, Dental and Vision Insurance.
• 401(k) Retirement savings program that includes employer match.
• Paid time off with accrual starting from day one.
• 11 Paid holidays off during the year!
• Tuition Reimbursement for College Degrees.
• Employee Clothing Advance.
• Fitness Reimbursement Program.
• Employee Assistance Program.
• Short- and Long-Term Disability.
• Travel Assistance.

Pay

Competitive salary.

Schedule

Regular, part-time, 100% On-Site position based at our MaxQ Branch in Albuquerque.

Company Information

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of 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.