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Member Specialist
Member Specialist-March 2024
Fond du Lac
Mar 29, 2026
About Member Specialist

  JOB REQUIREMENTS: Job Details Job Location Fond du Lac, WI-FDL-WestBranch - Fond du Lac, WI Position Type Full Time Salary Range \$19.00Description If you\'re on the lookout for opportunities to develop yourtalents in a lively, community-oriented organization that doesn\'trequire evening availability, let\'s talk! As a Member Specialist, yourknack for forming meaningful connections is exactly what we are lookingfor. You\'ll be a trusted resource for our members by sharingrecommendations for personalized products/services, answering questions,and performing account transactions including opening and servicing adiverse range of products/services. POSITION SUMMARY The MemberSpecialist is responsible for providing transactional and informationalservices to credit union members while achieving sales goals. POSITIONRESPONSIBILITIES General Responsibilities Provide exceptional memberservice. Actively look for referral opportunities. Complete memberdeposit, withdrawal, payment, cash checking, and cash advance requests.Assisting members and potential members with opening and servicingproducts and services. Always maintain member confidentiality byverifying all necessary signatures, endorsements, and proper photoidentification. Maintain appropriate cash drawer/recycling supply.Verify and balance currency, coin, and checks in cash drawer at end ofshift. Process daily mail, night depository, and ATM. Order and re-orderchecks and check cards for members. Enroll/modify payroll allocationsand ACH per member request. Comply with all aspects of BSA/AML and OFACregulations as related to position. Yearly completion of all on-linecompliance training as defined by Management. Attend required sales,services, and department training classes to enhance skill level.Demonstrate the Credit Union\'s philosophy in all interactions andadhere to Patch Values with members, prospective members, and teammembers. Foster and maintain an atmosphere of solutions, innovation, andcontinuous improvement. Qualifications EDUCATION AND EXPERIENCE Must bebondable. High school diploma or equivalency required. Three (3) to six(6) months related experience. Prior sales experience helpful,preferable in a financial capacity. Saturday hours are required on arotating basis. KEY COMPETENCIES Able to read and interpret policy andprocedures. Friendly, enthusiastic, and team oriented. Learn and knowcurrent Member Service operating system. Learn and know productofferings, stay abreast of new products and services. Use effectivewritten and verbal skills. Ability and willingness to look foropportunities to refer additional products and services to our existingmembers. Ability to enter data... For full info follow applicationlink. All qualified applicants will receive consideration for employmentwithout regard to race, color, religion, gender, national origin, age,sexual orientation, gender identity, disability or veteran status***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/4F8973CBA4DE4FBD

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