As a member of the St. Thomas Federal Credit Union team, the Member Engagement Specialist supports the National Credit Union Administration’s (NCUA) regulations and policies along with other Credit Union’s policies and respectfully interacts with others in the organization and those doing business with the Credit Union. Represents the Credit Union with professionalism, ethics, integrity, and mutual respect towards colleagues and internal/external clients. Keeps current and proficient with necessary skills and knowledge, including computer skills. Self-identifies training needs relevant to the work area and responsibilities. Demonstrates initiative, flexibility, openness to change, and accountability. Works within a team environment, providing support to and collaboration with colleagues.
When performing daily work, the Member Engagement Specialist provides information on Credit Union products and services to members under Credit Union policies and procedures and Local and Federal rules and regulations. Interviews and evaluates applicants for loans and processing various loan applications. Gathers background information and analyzes loan applicants’ credit history. Completes loan applications.
Support members through a broad range of responsibilities including teller transactions, member service support, and lending assistance. This role delivers personalized service, promotes appropriate financial solutions, and ensures accurate, efficient, and compliant operations to enhance the overall member experience.
An associate degree in business administration or a related field or at least . One (1) year of sales or customer service; six (6) months of cash handling experience; a minimum of six (6) months of experience with STTFCU or in financial services with a high school diploma or equivalent.. Ability to interact with others positively, both in person and by phone. Ability to work in a team environment and demonstrate communication and analytical skills. Ability to handle a variety of member requests, including difficult member situations. Excellent written and verbal communication skills. Ability to accurately and efficiently enter data and update member financial records via computer. Ability and willingness to sell products and services. Knowledge of office equipment and other automated enhancements. Proficiency with Microsoft Office products’ core operating software and network drives is required within sixty (60) days of employment.
Based on performance and career planning process.
STTFCU is an Equal Employment Opportunity employer. We do not discriminate based on any protected characteristic and we take all complaints seriously. If you need a reasonable accommodation during the application process, please contact us.