New Account Specialist

Description

Join our team as a New Account Specialist and help our members fulfill their dreams!

Primary work location will be in Wausau following a training period in Merrill. At Park City Credit Union, our mission is to help our members fulfill their dreams while serving our communities. As a New Account Specialist, you will serve as a trusted financial partner by helping members open and maintain accounts, understand available products and services, and receive prompt, accurate, and professional service.

This sales-oriented, member-facing position plays an important role in building strong member relationships through the account opening and servicing process. The New Account Specialist conducts financial conversations with members to better understand their needs and recommend appropriate credit union products and services. This role also supports member engagement by promoting e-services, expanding member relationships, and delivering Raving Fan service with every member and co-worker interaction.

The New Account Specialist is responsible for opening new accounts and memberships, including personal, business, and specialty accounts; performing account maintenance; assisting with debit card items; supporting in-person member requests; and providing backup support to the teller line as needed. This position also helps resolve member questions, concerns, and complex account needs while maintaining strong knowledge of Park City Credit Union’s products, services, policies, procedures, and regulatory requirements.

We are seeking an individual who is professional, service-focused, detail-oriented, and comfortable recommending products and services based on member needs. The ideal candidate enjoys building relationships, solving problems, supporting team success, and creating positive experiences for members.

As a representative of Park City Credit Union, the New Account Specialist helps create welcoming, positive, and trusted relationships with members. This role supports the Credit Union’s commitment to serving our communities by providing knowledgeable service, helping members gain confidence in their financial decisions, supporting branch initiatives, and connecting members with products and services that meet their financial needs.

At Park City Credit Union, you ll be part of a collaborative organization that values member service, teamwork, community involvement, employee development, and making a positive difference in the lives of our members. If you re looking for an opportunity to build relationships, develop your skills, and help members achieve their financial goals, we d love to hear from you.

• High school diploma or equivalent required.
• Prior customer service experience preferred.
• Minimum of one year of customer service experience preferred.
• Strong attendance record and reliability in reporting to work regularly and on time.
• Courteous and professional member service attitude.
• Ability to complete complex transactions, forms, and account documentation accurately.
• Strong verbal communication skills with the ability to interact professionally with members and co-workers.
• Ability and enthusiasm to recommend credit union products and services based on member needs.
• Basic mathematical skills and technical ability to input and retrieve computerized information.
• Effective problem-solving skills and ability to work through member questions, concerns, and service needs.