The Account Specialist is responsible for delivering excellent member experience through a wide range of teller-based transactions, including receiving and dispensing funds. The Account Specialist must maintain accurate transactional records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member’s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Account Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.
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