MEMBER RELATIONSHIP SPECIALIST I (Hastings Branch - Traverse City, MI) at 4Front Credit Union

Traverse City, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

24.76

Posted On

04 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Building, Problem Solving, Financial Guidance, Transaction Processing, Account Management, Communication, Interpersonal Skills, Attention To Detail, Critical Thinking, Basic Math, Computer Skills, Multitasking, Cash Handling, Compliance Adherence, Consultative Selling

Industry

Financial Services

Description

Description Member Relationship Specialist I 4Front Credit Union | Operations | Non-Exempt This position is not eligible for immigration sponsorship. This role is not eligible for remote work. Wage Range: $19.80 - $24.76 ________________________________________ About 4Front Credit Union At 4Front, we are more than a financial institution — we are a community partner, a trusted advisor, and a team committed to helping our members achieve their financial dreams. We believe in: Building authentic relationships Empowering our employees to grow and lead Creating a culture of respect, inclusion, and collaboration Delivering service that truly wows Our team members live our credit union philosophy every day — people helping people. ________________________________________ Why Join 4Front? We care deeply about our team. When you join 4Front, you can expect: Competitive pay Comprehensive medical, dental, and vision insurance Generous PTO and paid holidays 401(k) with employer match Tuition reimbursement and professional development opportunities Career growth pathways within a stable and growing organization A collaborative, supportive culture focused on teamwork and DEI Community involvement opportunities ________________________________________ Reporting Structure Reports to: Branch Manager Supervises: None ________________________________________ Position Purpose The Member Relationship Specialist I serves as the first point of contact for members, delivering exceptional service through relationship-building, problem solving, and financial guidance. This role supports a wide range of transactions and account services while identifying opportunities to meet member needs. The position focuses on creating positive member experiences, resolving questions, and connecting members with appropriate products and services. Through communication, accuracy, and professionalism, this role helps strengthen member relationships and supports branch performance. ________________________________________ What You’ll Do Member Service & Relationship Building Greet members and provide prompt, professional, and friendly service Build relationships by understanding member needs and providing solutions Answer questions, resolve issues, and support financial inquiries Deliver a consistent and positive member experience ________________________________________ Transactions & Account Support Process transactions accurately, including deposits, withdrawals, and payments Open, maintain, and close member accounts Support account services including IRAs, HSAs, and certificate accounts Assist with card services, online banking, and digital tools ________________________________________ Problem Solving & Member Support Research and resolve account discrepancies and member concerns Provide clear explanations and guidance to members Escalate complex issues as needed Support members through challenging or sensitive situations ________________________________________ Product Awareness & Service Conversations Identify opportunities to recommend products and services Support consultative conversations aligned with member needs Contribute to branch service and sales goals Promote financial wellness and member education ________________________________________ Operational Support Maintain accuracy in transactions, balancing, and reporting Support vault, cash handling, and branch operational procedures Assist with ITMs, coin machines, and related equipment Follow policies, procedures, and compliance requirements ________________________________________ Team Collaboration Support team members and contribute to a positive branch environment Share knowledge and assist with training and onboarding Participate in meetings and branch initiatives Communicate updates, issues, and opportunities ________________________________________ Operational Excellence Complete tasks accurately and within established timelines Maintain organization and attention to detail Follow security, compliance, and safety procedures Support continuous improvement of branch operations ________________________________________ What Success Looks Like Members feel welcomed, supported, and valued Transactions are accurate and efficient Member questions and concerns are resolved effectively Opportunities to support member needs are identified Teamwork and collaboration are strong Compliance and operational standards are met Member relationships are strengthened over time ________________________________________ Qualifications Education High school diploma or equivalent required ________________________________________ Experience Customer service, sales, or financial services experience preferred ________________________________________ Knowledge & Skills Strong communication and interpersonal skills Ability to build relationships and provide excellent service Attention to detail and accuracy Problem-solving and critical thinking skills Basic math and computer skills Ability to manage multiple tasks in a fast-paced environment ________________________________________ Physical & Work Environment Combination of sitting and standing Frequent use of hands and computer systems Occasional lifting up to 25–50 lbs ________________________________________ Compliance Commitment This role requires adherence to: Bank Secrecy Act & OFAC requirements U.S. Patriot Act regulations Gramm-Leach-Bliley privacy and information security standards ________________________________________ Additional Expectations Assumes responsibility for tasks and duties as assigned This job description is not intended to be all-inclusive. Additional duties may be assigned as needed. INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Responsibilities

Serve as the first point of contact for members by processing financial transactions and managing account services. Identify member needs to recommend appropriate products and services while ensuring operational compliance and accuracy.