What are the responsibilities and job description for the Member Concierge position at EastRise Federal Credit Union?
Are you passionate about providing exceptional service and helping people achieve their financial goals? We are seeking an experienced Member Concierge to join our dynamic team in Montpelier, VT!
Position Overview:
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.
Position Details:
- Monday - Friday: 8:00 am - 5:00 pm
- Location: Montpelier, VT
Key Responsibilities:
- Act as the first point of contact for the branch, checking in members
- Perform all Teller transactions with minimum errors or assistance
- 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 preferred.
- Previous customer service experience essential
- Previous cash handling experience a must
- Proficiency with Microsoft Office required
Why Work at EastRise Credit Union?
At EastRise Credit Union, we believe in making a positive impact on the financial lives of our members and our employees. As a member-focused organization, we are committed to creating an environment that supports professional growth, work-life balance, and financial well-being. We offer a competitive benefits package that includes:
- Health, Vision, and Dental Insurance
- 401(k) with Employer Match
- Paid Time Off starting at 3 weeks per year, increasing with tenure.
- Sick/Personal Time and 11 Paid Holidays
- Short- and Long-Term Disability Coverage
- Tuition Prepayment or Student Debt Relief
- Continuing Education Opportunities
- Wellness/Fitness Reimbursement
EastRise Credit Union is an Equal Opportunity Employer (E.O.E.)
