Job Description

Job Description

Job Description

We're looking for a Member Concierge to join our Brattleboro branch! The primary responsibility of the Member Concierge is to ensure that transactions are conducted in a professional, efficient, and accurate manner to ensure member satisfaction. Provides efficient, accurate, and polite service to members and follows policies and procedures while conducting transactions such as deposits and withdrawals. Establishes and maintains effective member relationships by anticipating member needs and providing service that is above the members expectations. Model behavior of engaging and referring members when a need is uncovered that the Credit Union has the capacity to solution. Be able to identify a members’ financial need and communication personalized and appropriate solutions to fill those needs.

Specific duties include:

• Perform all Teller transactions with minimum errors or assistance
• Check-in members as branch concierge
• Maintain proficient knowledge of Credit union products and services
• Open, Maintain, and Close business accounts, IRAs, and fiduciary accounts.
• Process VISA, personal, auto, and home equity lending applications
• Work with members to uncover their financial needs and financial goals by having effective discovery conversations
• Provide coverage for teller area when needed

Qualifications:

• One to three years of similar experience required.
• Previous customer service experience required.
• Previous cash handling experience.
• Previous experience with Microsoft Office required.

E.O.E.

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