Member Relationship Specialist I - HQ

Collins Community Credit Union , a growing organization is currently recruiting for a Member Relationship Specialist I at our Blairs Ferry branch . This person will be a competitive, independent, "doer" who can problem solve and get things done through people. The MRS I ensures the member experience is at the heart of all we do by handling routine member needs, opening standard deposit accounts, and identifying opportunities to refer to lending partners and other business partners. This role directly contributes to growth through new deposit generation and referral activity, while providing efficient and accurate service across all member interactions.

Guided by our mission to ignite community growth and inspire individual potential: one member, one connection, one neighborhood at a time, this role embodies our values in every internal and external member interaction.

Core Values in Action (ACTION)

• A – All In: Fully committed to delivering outstanding service and results for members and teammates through passion, accountability, and engagement.
• C – Collins Community Obsessed: Members are the reason for everything. Anticipate needs, provide personalized solutions, and deepen every relationship.
• T – Transparent: Build trust through honest communication, clear expectations, and ethical practices.
• I – Integrity: Do what’s right to protect member interests, maintain confidentiality, and uphold the credit union and regulatory standards.
• O – One Team: Collaborate across your team, the branches, support teams, and business partners to elevate members together.
• N – Nimble: Adapt quickly to member needs, changing markets, and evolving sales opportunities with creativity and speed.

Essential Functions:

• Demonstrate enthusiastic support of corporate mission, core values, and long-term objectives. Performs duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards, and our work procedures.

Member Service & Relationship Development

• Deliver a welcoming, professional, and personalized service experience across in-person, phone, and digital channels
• Create meaningful member connections through active listening, follow-up, and consistent engagement
• Identify member needs through conversation and recommend appropriate products, services, and solutions
• Actively cross-sell and refer products and services to appropriate partners
• Uncover opportunities through profiling, life events, and needs-based conversations
• Support achievement of branch and individual referral and deposit growth goals

Transaction Processing & Operational Excellence

• Accurately process deposits, withdrawals, transfers, loan payments, and official checks
• Maintain and balance cash drawer daily
• Complete account opening maintenance documentation with accuracy
• Support branch operations and ensure member transactions are handled safely, accurately, and within established procedures and regulatory requirements
• Maintain integrity in all financial and member interactions

Deposit Account Opening & Growth Contribution

• Open and service routine consumer deposit accounts, including checking, savings, money market, and certificates of deposit
• Ensure accurate account setup, documentation, and compliance with all procedures and regulatory requirements
• Educate members on account features, benefits, and digital solutions
• Actively generate new deposit growth through needs-based conversations and solution recommendations
• Meet or exceed assigned new money deposit goals and referral expectations
• Actively identify and act on cross-sell and referral opportunities in every member interaction
• Recommend solutions that align with member goals, needs, and financial situations
• Partner with loan officers and business partners to strengthen member relationships
• Support outbound efforts, follow-ups, and campaign-based initiatives to increase engagement and deposits
• Serve as a key driver of branch growth through consistent, intentional referral activity

Compliance & Risk Management

• Ensure compliance with all policies and regulatory requirements (BSA, privacy, etc.)
• Verify identification and protect member data
• Identify and elevate suspicious or unusual activity
• Maintain strong attention to detail and accuracy in all account and transaction work

Team & Community Engagement

• Contribute to a collaborative, high-performing team environment
• Participate in branch initiatives, promotions, and goal attainment efforts
• Represent the organization in the community and support outreach events
• Share responsibility for branch success by living out the one team philosophy
• Professionally participate in community involvement and business development opportunities.

Working Conditions:

• Requires frequent walking, sitting, and standing for long periods of time
• Regularly uses computer and standard office equipment (copier, printer, calculator, and other office technology) to perform daily job duties.
• Requires the ability to clearly exchange accurate, concise, and timely information in person, by phone, and through electronic communications.
• Ability to lift and transport up to 50lbs.

Job Qualifications:

Required

• High school diploma or equivalent
• 6 months to 2 years of customer service, retail banking, or cash handling experience
• Strong communication and interpersonal skills
• Demonstrated ability to balance service excellence with sales and referral activity
• High attention to detail, accuracy, and compliance discipline
• Comfortable with technology and digital tools
• Must be bondable in accordance with the State of Iowa and Collins Community Credit Union guidelines

Preferred

• Prior experience in financial services or member-facing roles
• Experience opening basic deposit accounts or contributing to sales goals
• Familiarity with needs-based selling and referral-driven environments
• Understanding of deposit products and basic banking services
• Member Service
• Account Opening & Maintenance
• Attention to Detail
• Communication Skills
• Problem Solving
• Time Management
• Relationship Building
• Cross-sell and referral incentives
• Branch team loan and deposit incentives

What You Receive from Employment with CCCU

A Comprehensive Health, Wellness and 401k package. It’s our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. We live our Core Values with Purpose and believe putting our employees first will enable and embolden them to put our membership first.

What we offer you; Competitive Pay, Bonus, and Benefits Package; 401k Match, Tuition Reimbursement, Disability Insurance, Employee Discounts, Career Training & Development Opportunities

Collins Community Credit Union is an EEO Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans and individuals with disabilities to apply for career opportunities with the Credit Union. We are an E-Verify Employer.