Member Experience Specialist - 25-064

Member Experience Specialist Video & Digital Banking

Be someone's banker from anywhere. Help members achieve their financial dreams.

Are you an experienced banker who enjoys helping people and building meaningful relationships? Join our Member Experience team, where you'll assist members through video, chat, phone, and digital banking tools while delivering exceptional service and financial guidance.

In this role, you will serve as a financial advocate, helping members navigate financial challenges, alleviate financial pain points, and plan for their goals all while using cutting-edge digital banking technology.

Instead of being limited to a traditional branch, you'll assist members from diverse communities and locations, creating strong relationships and meaningful impact every day.

Hablas espaol? Nos encantara conocerte.

Your ability to serve members in both English and Spanish allows us to provide a more inclusive and supportive experience for our communities.

What Makes This Role Unique

• Be someone's banker from anywhere using video and digital banking technology
• Help members plan for their financial goals and dreams
• Serve as a trusted financial advocate who helps solve problems and ease financial stress
• Build meaningful relationships beyond traditional branch walls
• Work with innovative technology transforming modern banking
• Be part of a collaborative team dedicated to outstanding member experiences

Key Responsibilities

• Assist members through video, chat, text, and phone banking channels
• Process transactions including deposits, withdrawals, and loan payments
• Open new accounts and maintain existing accounts
• Assist members with loan requests and financial service needs
• Identify opportunities to recommend credit union products and services
• Troubleshoot account and digital banking issues
• Educate members on online and mobile banking tools
• Build strong relationships while delivering efficient and accurate service

Education & Experience Requirements

Level I

• High school diploma or GED required
• Minimum 2 years of experience in a financial institution required
• 2 years of cash handling, sales, or customer service experience required

Level II

• High school diploma or GED required
• Minimum 3 years of experience in a financial institution required
• 3 years of cash handling, sales, or customer service experience required

Additional Qualifications

• Professional presence when interacting with members through video
• Strong communication and relationship-building skills
• Ability to troubleshoot technical issues across digital channels
• Computer and technology skills
• Ability to multitask in a fast-paced environment

Schedule & Additional Requirements

• Weekend availability required
• Flexible scheduling

All employees receive 11 paid holidays, PTO accruals beginning on your first day, a paid day off for your birthday and work anniversary, and tuition reimbursement for employees seeking a degree in job-related programs.

Our full-time employees are eligible for health and dental insurance, employer match for 401(k).

This is a chance to work with some of the most innovative technology in the financial services industry!