Member Success Representative (PT or FT)

Full Time
Skokie, IL
Posted
Job description

We are looking for an energetic and driven person who is looking an opportunity to join the financial services industry or advance their career.

Our small but growing credit union is looking to add a few members to our team. Our Member Success Team services our members both in person in our branches and in our contact center via phones, email & chat.

If you enjoy interacting and engaging with people, you will have a great opportunity to help contribute to our member's financial success while developing a rewarding skillset.

Here's what a typical day may look like:

  • Greet and welcome members in a friendly manner
  • Perform financial transactions including deposits, withdrawals and transfers.
  • Balance cash drawer at the end of the day.
  • Process account maintenance requests.
  • Promote, explain and cross-sell other credit union products and services based on member needs.
  • Research accounts for discrepancies.
  • Demonstrate to members online banking, mobile banking, and mobile deposits.
  • Provides financial services to members including teller, new account services, lending etc.
  • Effectively and efficiently multi tasks between various job duties and responsibilities.
  • Committed to excellent member service by possessing sales and marketing skills and dedicated to the credit union’s member service expectations.
  • Models the corporate culture that fosters creating thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our members.
  • Maintains current knowledge of credit union deposit, loan products, and services to effectively identifies member needs and identify opportunities to enhance existing customer relationships and engage potential new members.
  • Initiates and ensures successful onboarding of members to through the use of phone calls, E-mail, and mailings.
  • May assist in training and mentoring of new employees.
  • Travel between branches required (5 mile radius)
  • Required to lift/transport items, including but not limited to cash drawers, safe deposit boxes, coin bags, boxes and other items or objects.
  • Our Credit Union is open Monday-Saturday with Saturday hours being a requirement'

Job Requirements:

  • Excellent verbal and written communication skills;
  • Strong member/customer service and problem-solving skills;
  • High school diploma or equivalent.
  • Detailed Oriented
  • Working knowledge of computers
  • Able to work well with others
  • Must be able to work every Tuesday and Thursday
  • Must be able to work rotating Saturdays
  • Float/Rotation to our Chicago & Skokie branches are Required
  • Knowledge of Personal Banking/New Accounts experience & Loan applications and closings a plus.

Job Types: Full-time, Part-time

Pay: From $16.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Schedule:

  • Monday to Friday
  • Weekend availability

Supplemental pay types:

  • Bonus pay

Education:

  • High school or equivalent (Preferred)

Work Location: Multiple Locations

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