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Join our free, fully online 5-week program to jump-start your career as a Credit Union Member Services Specialist.

After the 5-week training, Generation provides you with the opportunity to connect you with local employers that are hiring entry-level video tellers, in-person tellers, or contact center representatives.

This program is open to applicants in the following locations in Florida: Jacksonville, Tallahassee, Orlando, Tampa, and Miami.

Schedule

5 Weeks

Monday - Friday, 9AM-3PM

Course Level

This program is designed for beginners.

Upcoming Program

November 7, 2022

Presented in partnership with CareerSource Logo American Job Center AJC Logo

What does a Credit Union Member Services Specialist Do?

A Credit Union Member Services Specialist is responsible for providing exceptional member service through basic financial transitions, and resolving member issues and requests. They ensure that members get their banking needs met as well as refer credit union products and services to members according to their unique needs.

The Soft Skills

In every job, there are key skills that will help you be successful. We’ll help you learn:

Behavioral Skills

Adaptability

You adjust your plans and actions based on changing needs and circumstances.

Member Focus

You focus on the members' needs and act to build strong relationships with members.

Stress Management

You remain calm and solutions-oriented in stressful situations.

Empathy

You think of how others are fearing and act compassionately towards them.

Mindsets

Growth Mindset

You believe you can learn and improve over time with practice.

Persistence

You do not give up in the face of challenges or after you have made a mistake.

Personal Responsibility

You take ownership over your work and decisions. You work hard, keep commitments, and don’t make excuses.

Future Orientation

You set goals for the future, understand how your actions will help you achieve them, and frequently check your progress.

The Technical Knowledge

Our Credit Union Member Services Specialist program is designed to equip learners with the skillsets and expertise they need to succeed:

Technical Skills

During this program, you will:

  • Learn the basics of credit unions, contact/call centers, account management, and online banking
  • Use policy and product knowledge to make appropriate referrals to members
  • Practice adaptive communication with members and colleagues, addressing member inquiries, and de-escalating upset members

The Learning Process

Online Instruction

Introduction to new topics will be covered by instructors and teaching assistants. They will cover topics through a combination of lecture and hands-on activities.

Mentored Exercises

Apply your understanding of these new topics by doing - but don't worry, you'll have access to instructors and teaching assistants if/when you need guidance. On average, 75% of our programs are practice vs. instruction.

Real-World Experience

What good is all this knowledge if you can't apply it? By the end of this program, you will have the opportunity to connect you with local employers that are hiring entry-level video tellers, in-person tellers, or contact center representatives.

Materials to Keep Going

Whether you continue your journey with self-study, or take the next steps to pursue a career in web development, we'll give you personalized guidance on how to continue after graduation.

Your Day at a Glance

Schedule Overview

You will participate in several different types of instructional sessions throughout your program that are tailored to help you succeed in work and in life.

National JWD Sample Schedule

Program Opportunities

After this program, you will have the opportunity to interview with our employer partners featured below.

Envision Credit Union Logo

Jax Federal Credit Union Logo

Addition Financial Logo

121 Financial Credit Union Logo

Suncoast Logo

Alive Credit Union Logo

Vystar logo

Admissions Process

  1. 1

    ELIGIBILITY QUESTIONNAIRE

    Begin by completing a questionnaire that will determine if you are eligible.

  2. 2

    APPLY

    Apply for the program you are eligible for and complete all steps.

  3. 3

    ASSESSMENTS

    Complete applicable assessments. The assessments include Basic English Literacy and Basic Numeracy.

    Sample Questions

  4. 4

    INTERVIEW

    You'll be redirected to a 3rd party platform, HireVue, to complete a video interview. The interview helps us get to know you a bit more and allows you to tell us the things your application doesn't say.

  5. 5

    ADMISSIONS REVIEW

    Your complete application, assessments, and interview will be reviewed by an admissions counselor who will determine your eligibility. Next, complete the support questionnaire. This helps us better understand specific needs.

  6. 6

    ADMISSIONS DECISION

    You will be notified via email once a decision has been made regarding your admission and next steps.

What is required?

  • Live near Jacksonville, FL | Tallahassee, FL | Orlando, FL | Tampa, FL | Miami, FL
  • Have earned a high school diploma or GED
  • Be 18 years or older
  • Be available for the mandatory class dates and times
  • Have access to a computer capable of getting online
  • Be authorized to work in the U.S.
  • Be willing to complete a background check
  • If planning to pursue employment with employer partner, applicant must be fully vaccinated against COVID-19.
  • If planning to pursue employment with employer partner, applicant must be bondable. If unsure about this, please move forward with application and can discuss further in application review process.

Funding Disclaimer

This program is brought to you in partnership with the CareerSource Northeast Florida and is fully supported by the U.S. Department of Labor, Health and Human Services, and Agriculture and other agencies as part of awards totaling $4.3 million (revised annually).

CareerSource NEFL is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. All voice telephone numbers on this website may be reached by persons using TTY/TDD equipment via the Florida Relay Service at 711. For program funding details in compliance with the Stevens Amendment, read more here .