Key Responsibilities:

• Greet and assist members in a friendly and professional manner.
• Respond to member inquiries in person, by phone, or via email regarding account information, services, and policies.
• Process transactions including deposits, withdrawals, loan payments, check cashing, and other financial transactions.
• Open and close accounts (savings, checking, and certificates of deposit).
• Assist members in understanding credit union products and services, offering solutions based on individual needs.
• Promote and cross-sell credit union products, services, and membership benefits.
• Resolve member issues or complaints promptly and escalate to appropriate personnel when needed.
• Maintain and update member account information in the credit union system.
• Ensure compliance with federal and state regulations, as well as credit union policies and procedures.
• Assist with member outreach and engagement, including maintaining an accurate database of member information.
• Process loan applications, prepare required documentation, and ensure timely and accurate processing.
• Maintain confidentiality of member information at all times.
• Ensure the security and accuracy of transactions and member records.

Qualifications:

• High school diploma or equivalent (required); Associate’s degree in business or related field (preferred).
• Prior experience in a customer service or financial institution setting is highly preferred.
• Excellent communication and interpersonal skills, with the ability to work well with diverse individuals.
• Strong attention to detail and organizational skills.
• Ability to work effectively in a fast-paced environment.
• Proficiency with MS Office Suite (Word, Excel, Outlook) and credit union software (preferred).
• Ability to resolve conflicts and handle member concerns in a professional manner.
• Knowledge of financial products, services, and regulations is a plus.
• Ability to handle confidential information with discretion.

Physical Requirements:

• Ability to sit or stand for extended periods.
• Ability to lift and carry up to 25 pounds as needed (e.g., boxes of documents or promotional materials).
• Ability to use standard office equipment such as computers, phones, and printers.

Working Conditions:

• Work is primarily in a typical office environment.

Benefits:

• Please inquire.

To Apply: Please submit your resume and cover letter to Kviets@mdecu.org