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Member Specialist
Member Specialist-February 2024
Onalaska
Feb 10, 2026
About Member Specialist

  JOB REQUIREMENTS: Job Details Job Location Onalaska, WI-OnalaskaBranch - Onalaska, WI Salary Range \$19.00 Hourly Description If you\'reon the lookout for opportunities to develop your talents in a lively,community-oriented organization that doesn\'t require eveningavailability, let\'s talk! As a Member Specialist, your knack forforming meaningful connections is exactly what we are looking for.You\'ll be a trusted resource for our members by sharing recommendationsfor personalized products/services, answering questions, and performingaccount transactions including opening and servicing a diverse range ofproducts/services. POSITION SUMMARY The Member Specialist is responsiblefor providing transactional and informational services to credit unionmembers while achieving sales goals. POSITION RESPONSIBILITIES GeneralResponsibilities Provide exceptional member service. Actively look forreferral opportunities. Complete member deposit, withdrawal, payment,cash checking, and cash advance requests. Assisting members andpotential members with opening and servicing products and services.Always maintain member confidentiality by verifying all necessarysignatures, endorsements, and proper photo identification. Maintainappropriate cash drawer/recycling supply. Verify and balance currency,coin, and checks in cash drawer at end of shift. Process daily mail,night depository, and ATM. Order and re-order checks and check cards formembers. Enroll/modify payroll allocations and ACH per member request.Comply with all aspects of BSA/AML and OFAC regulations as related toposition. Yearly completion of all on-line compliance training asdefined by Management. Attend required sales, services, and departmenttraining classes to enhance skill level. Demonstrate the Credit Union\'sphilosophy in all interactions and adhere to Patch Values with members,prospective members, and team members. Foster and maintain an atmosphereof solutions, innovation, and continuous improvement. QualificationsEDUCATION AND EXPERIENCE Must be bondable. High school diploma orequivalency required. Three (3) to six (6) months related experience.Prior sales experience helpful, preferable in a financial capacity.Saturday hours are required on a rotating basis. KEY COMPETENCIES Ableto read and interpret policy and procedures. Friendly, enthusiastic, andteam oriented. Learn and know current Member Service operating system.Learn and know product offerings, stay abreast of new products andservices. Use effective written and verbal skills. Ability andwillingness to look for opportunities to refer additional products andservices to our existing members. Ability to enter data and updatemember... For full info follow application link. All qualifiedapplicants will receive consideration for employment without regard torace, color, religion, gender, national origin, age, sexual orientation,gender identity, disability or veteran status ***** APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/EE669D5BA3B04B0B

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