Member Xperience Officer I

General Purpose:

To create a positive memorable experience with each member through prompt, upbeat interactions while following Credit Union policies and procedures. Responsible for matching the Credit Union's products with the needs of members; takes a proactive approach in selling products that meet member needs in an effort to exceed established goals.

Essential Functions:

1. Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines.
2. Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member’s needs.
3. Working knowledge of all loan products and associated regulations.
4. Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.
5. Assist members with completing all Credit Union Products and Services with limited assistance as needed.
6. Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.
7. Meet or exceed all assigned goals.
8. Represent the Credit Union in a professional/positive manner at all times.

   Other Duties:

9. Provide marketing material and handle specific requests from members for information about the Credit Union.
10. Complete all member requests in a timely manner.
11. Travel to Branches as backup and meet members at remote sites, as needed.
12. Perform other duties as required.