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Member Specialist
Member Specialist-January 2024
Fond du Lac
Jan 18, 2026
About Member Specialist

  JOB REQUIREMENTS: Job Details Job Location Fond du Lac, WI-FDL-EastBranch - Fond du Lac, WI Position Type Full Time Salary Range \$19.00Hourly Description If you\'re on the lookout for opportunities todevelop your talents in a lively, community-oriented organization thatdoesn\'t require evening availability, let\'s talk! As a MemberSpecialist, your knack for forming meaningful connections is exactlywhat we are looking for. You\'ll be a trusted resource for our membersby sharing recommendations for personalized products/services, answeringquestions, and performing account transactions including opening andservicing a diverse range of products/services. POSITION SUMMARY TheMember Specialist is responsible for providing transactional andinformational services to credit union members while achieving salesgoals. POSITION RESPONSIBILITIES General Responsibilities Provideexceptional member service. Actively look for referral opportunities.Complete member deposit, withdrawal, payment, cash checking, and cashadvance requests. Assisting members and potential members with openingand servicing products and services. Always maintain memberconfidentiality by verifying all necessary signatures, endorsements, andproper photo identification. Maintain appropriate cash drawer/recyclingsupply. Verify and balance currency, coin, and checks in cash drawer atend of shift. Process daily mail, night depository, and ATM. Order andre-order checks and check cards for members. Enroll/modify payrollallocations and ACH per member request. Comply with all aspects ofBSA/AML and OFAC regulations as related to position. Yearly completionof all on-line compliance training as defined by Management. Attendrequired sales, services, and department training classes to enhanceskill level. Demonstrate the Credit Union\'s philosophy in allinteractions and adhere to Patch Values with members, prospectivemembers, and team members. Foster and maintain an atmosphere ofsolutions, 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... For full info followapplication link. All qualified applicants will receive considerationfor employment without regard to race, color, religion, gender, nationalorigin, age, sexual orientation, gender identity, disability or veteranstatus ***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/BA8CD9FC07C948BD

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