Member Experience Specialist

Tired of high-pressure sales goals & quotas that make it difficult to deliver the high-quality service you strive to provide your clients? Lower your stress and get ready to do your best work at Next Step Federal Credit Union. We’re looking for a customer service focused problem solver to help us work toward our goals of improving the lives of our members.

No pushy sales, just a mandate to provide quality service, solve problems, and offer honest, helpful advice.

Come help us make a difference!

Immediate

Responsibilities include:

• Answering inbound calls, providing information to and/or performing transactions for our members
• Assisting in person members with transactions and questions
• Processing mail-in transactions
• Daily balancing of cash drawer and checks received
• Working together as a team to complete opening/closing procedures and daily branch tasks

Eventual

Responsibilities include:

• Performing account research for members, including debit and credit card transactions/declines
• Assisting members with accessing and/or using our electronic services
• Opening new accounts, and educating members on our products and services to ensure they are able to select the best option based on their needs
• Coordinating with the Branch Manager and Back Office staff to solve more complex member issues
• Discussing and educating members on our loan offerings, with the possibility of additional training to assist loan officers in taking new member loan applications
• Actively listening to help improve our member’s experience and relationship, offering relevant products to help alleviate financial friction in their lives

Educational Opportunities:

• Certified Credit Union Financial Counselor training available
• Other CUNA Certification training available if interested

No prior financial experience required, but a solid track record of delivering high quality customer service is a must. Near term room for advancement available to individuals who show a desire to learn & grow. Prior experience with Loans and Financial Products is a plus.