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Jobs at IDB Global Federal Credit Union (Now Hiring) — 1 open

IDB Global Federal Credit Union logoIDB Global Federal Credit Union

Member Experience Associate

Washington, District of Columbia, United States · On-site

$24/hr–$30/hr

Mid level

Description Objective The Member Experience Associate contributes significantly to the branch's success by delivering exceptional member experiences, fostering long-lasting relationships, and identifying appropriate solu…

Skills: Cash Handling, Customer Service, Financial Product Sales, Account Opening, Wire Transfers

IDB Global Federal Credit Union logo

Member Experience Associate

IDB Global Federal Credit Union

Washington, District of Columbia, United States • On-site

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Mid level

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  • $24/hr–$30/hr
  • Full-time
  • high school, associate degree, bachelor degree
  • Posted 5d ago
  • ~40 hrs/week

Responsibilities

The associate manages traditional teller transactions and daily branch operations while delivering exceptional member experiences. They are responsible for identifying members' financial needs and recommending appropriate Credit Union products and digital solutions.

Requirements

A high school diploma is required, with an associate or bachelor's degree and 1-3 years of financial services experience preferred. Fluency in Spanish and English is strongly desired along with strong cash-handling and customer service skills.

Full job description

Description

Objective

The Member Experience Associate contributes significantly to the branch's success by delivering exceptional member experiences, fostering long-lasting relationships, and identifying appropriate solutions for members while managing traditional teller responsibilities. The objective is to effectively execute all service transactions and sales routines to deepen member relationships, identify members’ financial needs, and present appropriate Credit Union solutions.

Job Responsibilities

  • Assist members with everyday teller transactions, including deposits, withdrawals, payments, issuance of cashier’s checks, replacement debit card orders, and updating tax forms and addresses, accurately and efficiently, while complying with all policies, procedures, and regulatory requirements.
  • Assist in the daily processing of mobile deposits, maintenance of weekly ATM settlements, check copies, and statement requests, and documentation uploading to correct files/systems.
  • Ensure the International Debit Card process is followed and all cards are shipped appropriately.
  • Engage members as they enter the branch by welcoming them and making them feel appreciated. This includes managing lobby traffic, sharing digital solutions, and identifying the members' financial needs.
  • Assist members (in-branch) with the new account opening process (Share savings, Share drafts, and Share certificates) while following all compliance processes and procedures.
  • Conduct a relationship-focused review of the member's profile and accounts to recommend appropriate products and services to further enhance the member's financial journey.
  • Process in-branch domestic and international wire transfer requests for members.
  • Take complete ownership of members’ issues and disputes, resolving them promptly and effectively to ensure complete member satisfaction with proper resolution.
  • Educate members on self-service capabilities and encourage the use of digital service channels (e.g., the Website, Zelle, Mobile Apps, and ATMs).
  • Become a subject member expert for the branch and remain flexible in position based on the branch coverage needs.
  • Listen carefully to the member and willingly assist with any member questions or issues.
  • Maintain ongoing knowledge and complete understanding of IDB Global Federal Credit Union’s product offerings, campaigns, events, procedures, and policies.
  • Foster teamwork in the branch to create a warm, welcoming, and friendly environment for members and employees and ensure a positive overall member experience.

Requirements

Requirements

  • Fluency in Spanish and English (verbal and written) is strongly preferred.
  • High School diploma or equivalent required.
  • Associate or bachelor’s degree preferred.
  • Strong attention to detail and time management.
  • Customer service-focused with experience managing complex transactions across multiple systems.
  • Ability to learn products, services, procedures, and systems quickly and accurately.
  • 1-3 years in sales/service in the financial services or comparable industry preferred.
  • Punctual, dependable, and proactive initiative-taking.
  • A general understanding of banking products and services is preferred.
  • Previous teller or cash-handling experience is strongly preferred.
  • Experience with digital engagement and basic sales/referrals.
  • Excellent people skills
  • Basic computer skills and digital tools skills
  • Demonstrates professional demeanor and appearance.

Related keywords

Credit UnionTellerFinancial ServicesMobile DepositsATM SettlementsInternational Debit CardsShare SavingsShare DraftsShare CertificatesWire TransfersZelleDigital Service ChannelsComplianceMember RelationsBanking Products

About IDB Global Federal Credit Union

LinkedInVisit site

Financial Partners Anytime, Anywhere.

Industry
Banking
Company size
11-50 employees
Founded
1961
Headquarters
Washington, District of Columbia
LinkedIn followers
1,614

IDB Global Federal Credit Union is a not-for-profit, financial cooperative owned by members of the Inter-American Development Bank community (IDB - IDB Invest - IDB Lab). Federally insured by NCUA. Equal Housing Lender. IDB Global Federal Credit Union is a member of the highly regulated financial institution industry, which requires us to follow the Social Media Policy linked here: https://www.idbglobalfcu.org/accounts/disclosures.htm

Offices: 1300 New York Ave NW, Washington, District of Columbia 20005, US

Debit CardsFinanceBankingCredit CardsFinancial Services
View all jobs at IDB Global Federal Credit Union

About IDB Global Federal Credit Union

LinkedInVisit site

Financial Partners Anytime, Anywhere.

Industry
Banking
Company size
11-50 employees
Founded
1961
Headquarters
Washington, District of Columbia
LinkedIn followers
1,614

IDB Global Federal Credit Union is a not-for-profit, financial cooperative owned by members of the Inter-American Development Bank community (IDB - IDB Invest - IDB Lab). Federally insured by NCUA. Equal Housing Lender. IDB Global Federal Credit Union is a member of the highly regulated financial institution industry, which requires us to follow the Social Media Policy linked here: https://www.idbglobalfcu.org/accounts/disclosures.htm

Offices: 1300 New York Ave NW, Washington, District of Columbia 20005, US

Debit CardsFinanceBankingCredit CardsFinancial Services
View all jobs at IDB Global Federal Credit Union

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