Member Experience Specialist I

The Member Experience Specialist I creates unparalleled in-person experiences for existing and prospective members that interface with CFCU through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent account maintenance and transactional requests, the Member Experience Specialist I will identify opportunities to expand existing relationships while positioning CFCU as a first-choice market leader and the primary financial institution for the members they serve.

A Day in the life of a Member Experience Specialist can look like:

• Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to CFCU's balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the member's financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Stay on top of news about products and initiatives, ready to apply your learning to member interactions.
• Exceed service expectations by creating unparalleled member experiences and excellence with every interaction, taking ownership of issues and challenges, increasing member loyalty.
• Travel to branches as necessary.
• Demonstrate competency and an in-depth knowledge of all fiduciary deposit products, services and systems and account types including checking, savings, CD's and IRA's and lending products to open and conduct required account maintenance.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member.
• Build and maintain trust by confidently answering member questions and finding appropriate resolutions for a variety of complex or technical issues.
• Engage in genuine and inquisitive conversation to identify best match products and services that fulfill unstated needs and deepen the member relationship.
• Embody the principles of Everyday Personal Leadership in order to develop and maintain strong and productive working relationships at all levels of the organization.
• Position may also process cash transactions based on the needs of the location.
• Perform other duties as assigned for the efficient operation of the department and the organization. This includes the possibility of being assigned temporarily to other locations.

What you bring to the table:

• High school diploma or equivalent.
• Minimum one-year experience as a service representative in the retail or service industry or equivalent experience. Demonstrated proficiency at CFCU in a similar role may also be considered.
• Proficiency using Microsoft Office Suite.

Top benefits:

As a team member at Community Financial Credit Union, you'll enjoy:

• Medical, dental, and vision plans
• Four weeks of PTO for all full-time team members
• Federal Bank Holidays off
• A generous 401k match
• Numerous employee engagement activities

What our organization has to offer:

• Community Resource Groups
• Volunteer time off, caregiver time off, family event time off
• Volunteer opportunities
• Company events

Contact/application information:

If this description appeals to you, please submit an application! A member of CFCU's Talent Acquisition Team will be in contact with you shortly!

Equal Employment Opportunity Policy:
Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.