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Engagement Specialist

Brief Summary

We are seeking an outgoing, friendly, and energetic individual to join our Moose Lake team as an Engagement Specialist (Teller). As the first point of contact for our members, you will play a critical role in creating meaningful connections and delivering an exceptional member experience. You will build strong relationships, proactively identify financial needs, and provide tailored solutions that promote financial well-being. Additionally, you will maintain comprehensive knowledge of our products and services, educating members on options that empower their financial success. You will also process transactions promptly and accurately while ensuring compliance with credit union policies and procedures. If you are enthusiastic about helping others, committed to community engagement, and ready to make a lasting impact, we invite you to join our team!

Key Responsibilities

Serve as the primary point of contact for members, delivering an exceptional experience with every interaction.
Process a variety of financial transactions accurately and efficiently, including deposits, withdrawals, payments, and transfers.
Maintain comprehensive knowledge of credit union products and services; educate members on options that support their financial goals.
Meet or exceed sales and service goals through active engagement and relationship-building.
Promote financial wellness by providing guidance and resources to help members achieve financial success.
Promote the credit union’s values through professional representation and active participation in community engagement efforts.

Qualifications

High school diploma or equivalent.
Minimum of two years of experience in a customer service/sales focused role. Previous financial experience preferred.
Cash handling experience.
Intermediate to advanced user level experience with Microsoft Office suite including Word, PowerPoint, and Outlook.
Ability to communicate clearly and professionally, both verbally and in writing, with individuals at all levels of financial understanding.

Ability to coordinate multiple projects and conflicting priorities to provide outstanding member experience.
Comfortable with continuous interactions with the public throughout the workday.
Experience in, and comfortable with, deescalating issues with upset members.

Schedule

Schedule will vary, Monday – Friday 7:45 a.m. – 5:15 p.m. Occasional Saturday shift as needed, 8:45 a.m. -12:15 p.m.

Wage & Hour Details

Full-time, 37-40 hours per week
Pay is hourly
Starting pay range: $18-$19/hr., pay commensurate with experience

Benefits

Medical, dental and vision plan options
Health Saving Account and Flexible Spending Account options
401(k) with competitive company match
Paid time off, paid holidays, personal time, and paid volunteer time
Development time and tuition reimbursement
Company provided life insurance, short-term and long-term disability insurance
Voluntary benefits including life, critical illness, accident, and hospital indemnity coverage
Paid parental leave
Discretionary, annual profit-sharing bonus

Equal Opportunity Employer/Veterans/Disabled

Members Cooperative Credit Union (MCCU) is an Equal Employment Opportunity employer. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to maximize their talents, skills, and abilities to serve our members. MCCU recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills. We do not discriminate based on 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.

For questions or, if you need assistance completing the application process, please contact 1-800-296-8871 and ask for Human Resources.

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