The Engagement Specialist responsible for delivering an experience that is simple, fun, and more rewarding for everyone. This includes and is not limited to, providing outstanding service to both internal and external members. Establish, develop, and retain long-term relationships with current and future members. Meet or exceed sales and service goals by proactively identifying financial needs. Must be outgoing, friendly, energetic, and engaging and be dedicated to building relationships and finding solutions to support strong financial health for our members and the communities we serve. This position is responsible for executing financial transactions in a timely and accurate manner to promote and maintain positive member relationships. Complies with all aspects of Bank Secrecy Act/Anti-Money Laundering, USA PATRIOT Act and OFAC regulations as it relates to this position and will diligently identify and report suspicious activity appropriately.
QUALIFICATIONS
To be successful, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Must be able to interact and communicate with individuals at all levels of the organization.
EDUCATION AND EXPERIENCE
High school diploma or equivalent and minimum of two years in customer service/sales experience, including some cash handling. Previous financial experience preferred.
The humanity, commitment, courage, and capability of Members Cooperative Credit Union’s individual employees has always been the foundation of our success. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to use the full range of their talents, skills, and abilities to serve members. MCCU recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills and will continue to be a proud equal opportunity employer. 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. MCCU is committed to providing an environment of mutual respect where equal employment opportunities are available to all teammates and applicants.