Member Relations Specialist

Job Description

Job Description

Description:

We are seeking a collaborative and service-oriented Member Relations Specialist who is committed to creating a welcoming and inclusive experience for all members, potential members, and colleagues. This role is responsible for originating, processing, funding, and maintaining loans while supporting branch operations and contributing to a positive team environment.

The ideal candidate demonstrates strong interpersonal skills, adaptability, and the ability to manage multiple responsibilities. This position also supports team coordination, problem-solving, and continuous improvement within the branch.

• Provide clear, respectful, and inclusive guidance to members and employees on loan options, as well as credit union products and services.
• Support members in making informed financial decisions while strengthening and retaining relationships.
• Process loan applications from initiation through closing, including performing HYLS reviews and utilizing NADA resources.
• Maintain a comprehensive understanding of loan lifecycles from origination through payoff.

• Support opening and closing procedures for the branch.
• Perform end-of-day balancing and month-end tasks, including account verification and reporting.
• Ensure member documentation is accurately verified, recorded, and maintained in system records.
• Contribute to maintaining a secure, organized, and increasingly paperless work environment.
• Monitor branch systems and report any operational or equipment issues promptly.

• Foster a respectful, inclusive, and supportive workplace culture.
• Partner with leadership and colleagues, including Lead Tellers and the Member Relations Manager, to support staffing needs and ensure consistent member service.
• Assist in coordinating staff meetings to share updates, process improvements, and new services.
• Help identify and resolve operational challenges in a collaborative manner.
• Encourage open communication and idea-sharing across the team.

• Maintain daily security procedures and ensure all systems are functioning properly.
• Support audits and compliance activities, including cash audits and reporting requirements.
• Handle sensitive accounts, such as IRAs and deceased accounts, with care, accuracy, and professionalism.

• Proactively identify opportunities to improve processes, enhance member experience, and support team efficiency.
• Share creative ideas and feedback to help strengthen the organization.

• A commitment to equity, inclusion, and respectful service for all individuals
• Strong communication and interpersonal skills
• Ability to multitask and adapt in a dynamic environment
• Team-oriented mindset with a willingness to support others
• Attention to detail and accountability in all areas of work

We are committed to creating an inclusive workplace where everyone feels valued and supported. We welcome applicants of all backgrounds, experiences, and abilities. If you require accommodations during the application or hiring process, we encourage you to let us know so we can support your needs.

• A commitment to equity, inclusion, and respectful service for all individuals
• Strong communication and interpersonal skills
• Ability to multitask and adapt in a dynamic environment
• Team-oriented mindset with a willingness to support others
• Attention to detail and accountability in all areas of work