Experience Specialist

Experience Specialist

Requirements

• High School Graduate or equivalent
• Level 1: One year of similar or related experience required, one year of sales experience preferred
• Level 2: Two years of similar or related experience required, with two sales experience preferred
• Level 3- Lead: Three years of similar or related experience required, with two years’ Experience Specialist experience preferred
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, employees, clients, members, and the general public
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
• Ability to compute rate, ratio, and percent
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
• Must have the capability to deal with problems involving concrete variables in standardized and non-standardized situations
• Excellent knowledge of the credit union’s core system
• Excellent working knowledge of the forms and documentation used by the credit union
• Strong knowledge of credit union products and services
• Excellent understanding of the Credit Union departments and procedures
• Punctual, self-motivated, confident and accurate
• Excellent communication and interpersonal skills both written and verbal
• Able to stay calm under pressure
• Professional attitude; supportive management
• Neat and professional in appearance and dress
• Ability to create good word of mouth; proven ability to effectively refer products and services
• Excellent math skills
• Ability to operate related computer applications and other business equipment including adding machine, typewriter, copy machine, computer, and telephone
• Good typing skills

Responsibilities

• Build relationships, be dependable, demonstrate initiative, responsibility, integrity, professionalism and take responsibility to see that all tasks are done correctly
• Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate and efficient member transactions
• Run transactions using cash and checks; deposits, withdrawals, transfers funds, makes payments and disburses funds
• Provide members with account status, including current balances
• Understand and complete appropriate forms needed to assist member
• Secure your assigned cash and checks, including bottom drawers
• Maintain and balance a cash drawer/TCR
• Able to find errors with minimal help beyond introductory period
• Verify member ID; examine checks for endorsement and negotiability
• Detect and resolve discrepancies promptly
• Able and willing to help with daily duties; including but not limited to Check 21, scanning, processing of mail deposits, processing ATM, ITM, business deposits, Night Drop deposits, stocking supplies and serve as the 2nd cash verifier when balancing the vault
• Maintain an up-to-date comprehensive knowledge of all credit union products and services
• Maintain an up to date and comprehensive knowledge on all related policies, procedures, and rules & regulations, including security procedures for all locations
• Cultivate personal relationships with the membership; assume responsibility for member education
• Promote, explain and educate the member on credit union products and services of benefit
• Process additional basic account maintenance on a personal account including but not limited to; adding/changing authorized account users, address changes, beneficiary updates, ACH origination, check reorders, renewing certificates of deposit and subsequent actions
• After account establishment open additional sub-shares, opening certificate of deposit and services opened after established membership
• Assist members with access to Safe Deposit Box
• Proficient and fluently use all programs used by an Experience Specialist including, not limited to Synergy, Instant Issue, DocuSign, etc.
• Use necessary formats to effectively communicate with members and coworkers
• Promptly respond to all forms of communication including incoming phone calls, emails, chat software and voicemail
• Ensure that the Credit Union’s branch image is favorable, reflecting a sound and secure financial institution
• Practice sound housekeeping procedures, safety measures, and provide a pleasant atmosphere for members and co-workers
• Ensure that OFAC, currency reporting, Red Flag and suspicious activity reports are done promptly and correctly
• Maintain cleanliness and security of work area and equipment including protecting the confidentiality of member information
• Seek training opportunities to develop or enhance knowledge through training, conference, reading and etcetera
• Willingly participate in and attend educational functions and meetings as requested by management
• Provide management with new or innovative ways for improvement of employees, service quality or products offered
• Assist with training and support of team members
• Assist members by witnessing document signing; follow up with the processors to ensure completion of consumer loan closing
• Develop and cultivate community relationships
• Perform all other duties as assigned

Preferred Qualifications

• One year of sales experience preferred for Level 1
• Two years of sales experience preferred for Level 2
• Two years’ Experience Specialist experience preferred for Level 3- Lead