Member Specialist

Member Specialist

Great Lakes Credit Union is Hiring GREAT people for our GREAT team!

Do you enjoy customer interaction and relationship building? 


The primary purpose of our Member Specialist is to assist Great Lakes Credit Union to live out our vision, "To be the members' trusted financial partner".

As a Member Specialist, you will be responsible for ensuring that outstanding service is delivered to both internal and external members, in alignment with our Service Promise. A key component of this service is to identify the financial needs of the member and recommend an appropriate solution. In this position, you will be performing teller transactions, make referrals, and provide service to members. You will meet and exceed members' expectations by providing excellent service. You will also act as the members' most valued financial partner, taking every opportunity to understand and assess their financial needs and goals. 


As a Member Specialist you will: 

  • Provide high quality member service and retention activities by accurately performing transactions ranging from deposits, withdrawals, payments, transfers, money orders, and cashier’s check.
  • Provide appropriate advice, counseling, and solutions to member inquires and problems.  
  • Work with other Credit Union personnel to proactively meet member needs in a responsive, efficient manner across department lines.
  • Support a sales and services driven culture.   
  • Comply with federal and state regulations and internal controls and expectations while maintaining secure inventory control of negotiable instruments and cash.  
  • Ensure the safety and security of the branch by following all the policies and procedures.  
  • Open and prepares department for daily operations.    
  • Process night depository, express drop and mail transactions as required.  
  • Perform departmental audits and audits of teller work as required.  
  • Verify members’ signatures, account ownership and identification.   
  • Close, balance, and secure branch. Balance coin machine and prepare coin shipments.   
  • Maintain vault combinations.   
  • Meet and exceed personal performance goals and contributes to branch, and Credit Union goals.
  • Meet and consult with members or prospects to identify needs and offers appropriate products/services to help them achieve their financial objectives.   
  • Build a relationship with our members by managing a book of business through outbound calls, member resolution calls and sales leads calls
  • Responsible for opening and maintaining membership accounts in accordance with policies and procedures.  
  • Provide and assist with Call Center support as needed
  • Provide assistance to other departments and branches as required.  
  • Participates in credit union promotions and community events.    

  • High school diploma, GED or equivalent.
  • Demonstrated excellent customer service and communication skills.
  • A passion for helping and supporting others.
  • Cash handling experience in financial institution or retail establishment.
  • A high degree of accuracy and attention to detail.
  • Proficient with computer applications and systems, including Microsoft Word, Excel, and Outlook.

We’re the total package! 

To view our GREAT Benefits please speak with and member of the HR Team!

Great Lakes Credit Union is proud to be an Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Additional Info

Education Level : High School

Experience Level : Entry Level

Job Function : Finance

Company/ Organization Name : Great Lakes Credit Union

How to Apply :

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