Kirtland Credit Union · 1 month ago
Member Experience Specialist I
Albuquerque, NM, US
Full-time
Onsite
Entry Level
1+ years expKirtland Credit Union is a financial institution dedicated to providing exceptional member experiences. The Member Experience Specialist I will be responsible for developing and maintaining member relationships, resolving problems, and performing various member service functions.
Banking
Responsibilities
Responsible for creating exceptional member experience. Includes developing, maintaining and enhancing member relationships
Responsible for problem resolution resulting in win-win for the member and the Credit Union
Responsible for performing a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts. Responsible for generating product/service referrals for consumer loans, credit cards, and KFS services
Assumes responsibility for the effective and professional performance of member service functions
Meet with members, create and enhance member relationships
Proactively analyze member financial needs and present product or service options
Basic knowledge of all deposit and consumer loan products and services
Complete account maintenance tasks such as: check orders, debit cards and other related duties
Answers questions and solves problems for members by listening, collecting data, offering a variety of options
Process teller transactions, places appropriate holds in accordance to regulations and internal compliance expectations
Has basic knowledge of IRA accounts
Consult with members regarding basic money management and financial matters, as appropriate
Assumes responsibility for establishing and maintaining effective and professional business relationships with members and co-workers
Resolve member’s request and questions promptly and with KCU core value expectations
Utilize and adhere to KCU lobby management and MXS staffing model
Ensure Credit Union’s quality and professional reputation is projected and maintained
Assumes responsibility for establishing and maintaining effective coordination and communication with all departments and management
Assists other branches or departments as needed. Assists all co-workers
Attends meetings as required
Keeps Management informed of branch operational/sales activities and of any significant problems
Qualification
Required
High School Diploma or equivalent
Minimum one year's cash handling experience
Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction
Experience with customer service, identifying needs and providing solutions in a professional manner
Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the members trust
Able to create and maintain strong relationships
Strong analytical and financial skills
Preferred
Bachelor's degree preferred
Sales and customer service preferred
Previous lending or sales experience preferred
Experience with IRA and other consumer deposit products preferred
Prior sales experience with individual performance and/or sales goals where goals were met or exceeded routinely preferred
Benefits
Medical, Dental and Vision Insurance
401(k) Retirement savings program that includes employer match.
Paid time off with accrual starting from day one.
11 Paid holidays off during the year!
Tuition Reimbursement for College Degrees
Employee Clothing Advance
Fitness Reimbursement Program
Employee Assistance Program
Short- and Long-Term Disability
Travel Assistance
Company
Kirtland Credit Union
Why work at Kirtland Credit Union? Because you spend 40 hours a week or more at work.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Julie Nielsen
Chief Financial Officer
Tina Andrews
Chief Financial Officer
Recent News
San Antonio Business Journal
2025-02-05
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