Engagement Specialist

Brief Summary


We are seeking an outgoing, friendly, and energetic individual to join our Moose Lake as an Engagement Specialist (Teller). As the first point of contact for our members, you will play a critical role in creating meaningful connections and delivering an exceptional member experience. You will build strong relationships, proactively identify financial needs, and provide tailored solutions that promote financial well-being. Additionally, you will maintain comprehensive knowledge of our products and services, educating members on options that empower their financial success. You will also process transactions promptly and accurately while ensuring compliance with credit union policies and procedures. If you are enthusiastic about helping others, committed to community engagement, and ready to make a lasting impact, we invite you to join our team!

Key Responsibilities

• Serve as the primary point of contact for members, delivering an exceptional experience with every interaction.
• Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers.
• Maintain comprehensive knowledge of credit union products and services; educate members on options that support their financial goals.
• Meet or exceed sales and service goals through active engagement and relationship-building.
• Promote financial wellness by providing guidance and resources to help members achieve financial success.
• Promote the credit union's values through professional representation and active participation in community engagement efforts.

Qualifications

• High school diploma or equivalent.
• Minimum of two years of experience in a customer service/sales focused role.Previous financial experience preferred.
• Cash handling experience.
• Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
• Ability to communicate clearly and professionally, both verbally and in writing, with individuals at all levels of financial understanding.
• Ability to coordinate multiple projects and conflicting priorities to provide outstanding member experience.
• Comfortable with continuous interactions with the public throughout the workday.
• Experience in, and comfortable with, deescalating issues with upset members.

Schedule

• Schedule will vary, Monday - Friday 7:45 a.m. - 5:15 p.m. Occasional Saturday shift as needed, 8:45 a.m. -12:15 p.m.

Wage & Hour Details

• Full-time, 37-40 hours per week
• Pay is hourly
• Starting pay range: $18-$19/hr., pay commensurate with experience

Benefits

• Medical, dental and vision plan options
• Health Saving Account and Flexible Spending Account options
• 401(k) with competitive company match
• Paid time off, paid holidays, personal time, and paid volunteer time
• Development time and tuition reimbursement
• Company provided life insurance, short-term and long-term disability insurance
• Voluntary benefits including life, critical illness, accident, and hospital indemnity coverage
• Paid parental leave
• Discretionary, annual profit-sharing bonus

Equal Opportunity Employer/Veterans/Disabled


Members Cooperative Credit Union is an Equal Employment Opportunity employer. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to maximize their talents, skills, and abilities to serve our members. Members recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills. We do not discriminate based on 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.

For questions or, if you need assistance completing the application process, please contact View phone number on click.appcast.io and ask for Human Resources.