Experience specialist

Working at Kirtland CU is more than a job-it's a career, and one in the financial world! We pride ourselves on helping our employees learn, grow, and advance in any direction they choose.

We offer a highly competitive salary, great benefits package and an energetic, vibrant work environment. Visit our careers page on our website to view our exciting opportunities and our fantastic benefits.

We are currently seeking a Part-Time Member Experience Specialist, which is a dual role as a teller / banker, to join Kirtland Credit Union.

Join the rest of our teammates and become eligible for the part-time benefits package that we offer :

• 401(k) Retirement savings program that includes employer match.
• Generous Paid Time Off (PTO) Program
• Tuition Reimbursement for College Degrees
• Employee Clothing Advance
• Fitness Reimbursement Program
• Employee Assistance Program
• Short- and Long-Term Disability
• Travel Assistance

This is what we'd like you to do :

Be responsible for creating an exceptional member experience. What does that mean? You will perform a broad variety of member service functions, including teller transactions, cash handling, account maintenance and opening new accounts.

You will identify needs, develop financial relationships, and consistently provide members with opportunities for appropriate loan and deposit products and services.

These are what your duties and responsibilities will be :

• Create, maintain, and enhance member relationships, ensuring an exceptional member experience.
• Perform a broad variety of member service functions with accuracy and in a timely manner, to include teller transactions, cash handling, account maintenance and opening new accounts.
• Generate and process loan applications for all consumer lending products, vehicle loans, credit cards, signature loans, and share secured loans.
• Identify needs, develop financial relationships, and consistently provide members with opportunities for appropriate loan and deposit products and services.
• Maintain and balance a cash drawer, adhering to Credit Union policies and procedures.
• Prepare and evaluate information which reflects the current credit worthiness of members and prepare consumer loans for underwriting approval based on KCU lending policies and procedures.

Notifies applicants of loan decisions.

• Assists members with servicing loans by processing such items as payoffs, refinances, payment extensions and payment due date changes.
• Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant.

Ensures that loan requests are properly documented.

• Maintain in-depth knowledge of Credit Union products, services, policies, and applicable regulations.
• Support the credit union's mission, vision, strategic goals, quality initiatives and service standards.
• Provide exceptional internal and external member service.

Can you to bring to the table :

• High School Diploma or GED required.
• Minimum of one year's cash handling, sales, and customer service experience - preferred but not required.
• Previous lending or sale 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.
• Proven member service skills and the ability to resolve problems independently or to escalate as needed to promote member satisfaction.
• Basic skills with identifying and assessing member needs; creating, building and maintaining strong relationships gaining the member's trust.
• Strong analytical and financial skills
• Proficient computer skills
• Strong decision-making skills
• Ability to be influential.
• Multi-task oriented with excellent time management skills.
• Ability to cross-sell various products and services based on member need.
• Ability to apply critical thinking skills in order to problem solve.
• Ability to be flexible with a continuous learning and changing environment.

To apply for this position, visit our careers page at www.kirtlandcu.org / careers

Kirtland Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law

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Last updated : 2024-05-18