MEMBER Relationship Specialist I (West Front St Branch - Traverse City, MI_

Description Member Relationship Specialist I

4

Front Credit Union | Operations | Non-Exempt

This position is not eligible for immigration sponsorship.

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At 4

Front, we are more than a financial institution - we are a community partner, a trusted advisor, and a team committed to helping our members achieve their financial dreams.

• Building authentic relationships
• Empowering our employees to grow and lead
• Creating a culture of respect, inclusion, and collaboration
• Delivering service that truly wows

Our team members live our credit union philosophy every day - people helping people.

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We care deeply about our team. When you join 4

Front, you can expect:

• Competitive pay
• Comprehensive medical, dental, and vision insurance
• Generous PTO and paid holidays
• 401(k) with employer match
• Tuition reimbursement and professional development opportunities
• Career growth pathways within a stable and growing organization
• A collaborative, supportive culture focused on teamwork and DEI
• Community involvement opportunities

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• Reports to:
  
  Branch Manager
• Supervises:
  None

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The Member Relationship Specialist I serves as the first point of contact for members, delivering exceptional service through relationship-building, problem solving, and financial guidance. This role supports a wide range of transactions and account services while identifying opportunities to meet member needs. The position focuses on creating positive member experiences, resolving questions, and connecting members with appropriate products and services. Through communication, accuracy, and professionalism, this role helps strengthen member relationships and supports branch performance.

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• Greet members and provide prompt, professional, and friendly service
• Build relationships by understanding member needs and providing solutions
• Answer questions, resolve issues, and support financial inquiries
• Deliver a consistent and positive member experience

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• Process transactions accurately, including deposits, withdrawals, and payments
• Open, maintain, and close member accounts
• Support account services including IRAs, HSAs, and certificate accounts
• Assist with card services, online banking, and digital tools

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• Research and resolve account discrepancies and member concerns
• Provide clear explanations and guidance to members
• Escalate complex issues as needed
• Support members through challenging or sensitive situations

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• Identify opportunities to recommend products and services
• Support consultative conversations aligned with member needs
• Contribute to branch service and sales goals
• Promote financial wellness and member education

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• Maintain accuracy in transactions, balancing, and reporting
• Support vault, cash handling, and branch operational procedures
• Assist with ITMs, coin machines, and related equipment
• Follow policies, procedures, and compliance requirements

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• Support team members and contribute to a positive branch environment
• Share knowledge and assist with training and onboarding
• Participate in meetings and branch initiatives
• Communicate updates, issues, and opportunities

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• Complete tasks accurately and within established timelines
• Maintain organization and attention to detail
• Follow security, compliance, and safety procedures
• Support continuous improvement of branch operations

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• Members feel welcomed, supported, and valued
• Transactions are accurate and efficient
• Member questions and concerns are resolved effectively
• Opportunities to support…