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Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $16.09 - $24.13
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
401k Match
Pharmacy programs
wellness programs
supportive work environment
recognition programs
Job Description
MAX Credit Union is a reputable financial institution deeply rooted in a culture of simplicity, integrity, and hospitality. As a member-focused credit union, MAX Credit Union prioritizes delivering straightforward, honest, and personal banking services that empower members to manage their finances with ease and confidence. For years, MAX Credit Union has served the community by offering a wide array of financial products designed to meet the diverse needs of its members, from basic savings and checking accounts to more advanced financial planning services. The institution is dedicated to fostering an inclusive and supportive environment where every member feels valued and... Show More
Job Requirements
- High school diploma or equivalent
- Minimum of 1 year of experience in a customer service or financial services role preferred
- Strong communication and interpersonal skills
- Ability to use digital banking platforms and CRM tools
- Attention to detail and organizational skills
- Ability to handle confidential information responsibly
- Commitment to upholding company values and providing excellent service
Job Qualifications
- High school diploma or equivalent
- Prior experience in customer service or financial services preferred
- Strong interpersonal and communication skills
- Ability to explain financial products and services clearly
- Proficiency in digital banking platforms and CRM software
- Detail-oriented with excellent organizational skills
- Ability to handle confidential information with discretion
- Commitment to providing exceptional member service
- Ability to work collaboratively in a team environment
Job Duties
- Proactively engages with members to identify needs and offer tailored solutions that align with their financial goals
- Opens new accounts while clearly explaining available products, services, and required disclosures
- Educates members on self-service options including Online Banking, Mobile Banking, and Debit/ATM card access
- Fosters long-term member relationships by promoting trust, credibility, and satisfaction with each interaction
- Accurately assists members in completing necessary documentation for services such as direct deposit, stop payment orders, payroll deductions, and fraud claims
- Handles member inquiries and requests via mail, phone, or in person, ensuring all responses are compliant with policies and delivered in a timely, empathetic manner
- Escalates complex member issues appropriately while ensuring a seamless handoff and follow-up
- Maintains a comprehensive understanding of Credit Union products, services, promotions, and policies
- Effectively cross-offers appropriate solutions and educates members on financial tools that enhance their banking experience
- Tracks member engagement and opportunities through CRM tools or assigned systems
- Assists with branch responsibilities including receptionist and front-line representative coverage on a rotating basis to maintain operational proficiency
- Supports operational efficiency by adhering to established policies, procedures, and security protocols
- Maintains accurate records and completes administrative tasks related to member servicing
- Collaborates effectively with team members, supporting a positive, inclusive, and solutions-oriented work environment
- Contributes to team success through participation in meetings, sharing feedback, and supporting process improvements
- Maintains a member first mindset
- Upholds core values and builds team member and customer relationships
- Completes all training as required
- Performs other duties as assigned
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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