Member Relationship Specialist

1 day ago

Birmingham, United States America's First Full time
Role: Assists members and potential members with their financial needs, opens new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services.

Essential Functions & Responsibilities:
  • Assists members with opening and closing accounts, opens a teller drawer daily, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Performs all consumer loan functions including selling services, quoting rates, utilizing the lending software and closing loans.
  • Ensures appropriate records are maintained and required reports are prepared.
  • Identifies cross-selling opportunities and cross-sells services to members.
  • Conducts audits of system information and member documents.
  • Acts as liaison between members and various departments.
  • May visit existing and prospective Business Partners to develop new business and to retain or expand existing business.
  • May represent the credit union in various civic functions to enhance image and develop additional business.
  • May train other employees in daily responsibilities.
  • Stays current on new/existing processes/products and relays to branch as appropriate.
  • Responsible for rotating branch duties.
  • Performs other job-related duties as assigned.

Performance Measurements:
  • Maintain a Quality Loop score that meets our corporate expectations.
  • Provide informed, prompt, accurate service and support to all members and employees.
  • Open all accounts, certificates, loans and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner. Open teller drawer daily.
  • Actively cross-sell products and services to members to achieve or exceed all established goals and assist in meeting branch goals.
  • Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.
  • Ensure compliance with all applicable credit union policies and procedures.

Knowledge & Skills:

Experience - 2 years' experience as Branch Specialist or similar experience; minimum lending authority $5,000 unsecured and $25,000 secured.

Education - A high school education or GED.

Interpersonal Skills - Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills - Must be able to utilize various computer programs to obtain and enter information. Must demonstrate strong public contact and communication skills. Must demonstrate good judgement in order to resolve member issues and to offer other services. Must be current on all policies and procedures related to teller, new account, and be fully versed on all services offered by the credit union. Must demonstrate proficiency with all lending functions. Must be adept in handling share certificates and IRA accounts. Must be able to change job function as member traffic dictates to meet member needs.

Physical Requirements - Light lifting required. Must be able to walk/stand for extended periods of time as member traffic dictates.Learn More

  • Restaurant Associate Team Member Specialist

    5 days ago

    Birmingham, Alabama, United States McDonald's Full time

    Job Title: Restaurant Associate Team Member SpecialistWe are seeking a motivated and experienced restaurant associate to join our team at McDonald's.About the Role:Greet customers with a smile and provide exceptional customer service by taking accurate food orders and operating a point of sale system efficiently.Prepare all menu items to the highest...

  • Togo Specialist

    1 week ago

    Birmingham, Alabama, United States Jim 'N Nick's Full time

    About Our BBQ TeamWe are a dynamic team at Jim 'N Nick's, seeking an experienced Togo Specialist to join our crew. As a key member of our BBQ team, you will be responsible for ensuring seamless execution of our menu items.Job DescriptionEarn $14-$18 per hour and enjoy competitive pay Flexible schedules allow you to balance work and personal life Discounted...

  • Logistics Relationship Manager

    1 week ago

    Birmingham, Michigan, United States RPM Full time

    Day-to-Day Responsibilities: As an Operational Customer Support Specialist at RPM, you will be responsible for arranging and scheduling shipments to ensure on-time pick-up and delivery. Additionally, you will handle customer operational requirements, including building orders and providing track & trace information. You will also be expected to understand...

  • Education Specialist

    5 days ago

    Birmingham, Alabama, United States Shelby County Schools Full time

    Job Title: Education Specialist - MathematicsAbout the Job:We are seeking a dedicated and experienced Mathematics Education Specialist to join our team at Shelby County Schools. As a key member of our staff, you will play a vital role in supporting students and teachers in achieving academic excellence.Job Summary:The Mathematics Education Specialist will be...

  • Event Ticket Sales and Support Specialist

    1 week ago

    Birmingham, Alabama, United States The Sports Facilities Companies Full time

    The Sports Facilities Companies, a leading resource for managing and developing sports, recreation, wellness, and events facilities, is seeking a skilled Event Ticket Sales and Support Specialist to join its team at the Hoover Met Complex in Hoover, AL.Estimated Salary:$15.00 - $18.00 per hour, based on industry standards and locationThe ideal candidate will...

  • Member Experience Advocate

    3 weeks ago

    Birmingham, United States Avadian Credit Union Full time

    Apply Member Experience Advocate - Universal - Greystone Branch | Full-Time Birmingham, AL * Branch Experience Apply Job Type Full-time ...

  • Member Services Specialist

    9 hours ago

    Birmingham, United States Daxko Full time

    Company DescriptionDaxko powers health & wellness throughout the world. Every day our team members focus their passion and expertise in helping health & wellness facilities operate efficiently and engage their members.Whether a neighborhood yoga studio, a national franchise with locations in every city, a YMCA or JCC--and every type of organization in...

  • Animal Care Specialist

    1 week ago

    Birmingham, Alabama, United States Howlin Hollows Farm Full time

    We are seeking a highly motivated and physically fit individual to join our team as an Animal Care Specialist - Outdoor Team Member at Howlin Hollows Farm.Job DescriptionThis is a unique opportunity to work in a dynamic outdoor environment where you will be responsible for the overall care and well-being of dogs, including the upkeep of all play areas at our...

  • Food Preparation Specialist

    6 days ago

    Birmingham, Alabama, United States Marriott International, Inc Full time

    OverviewWe are seeking a skilled Food Preparation Specialist to join our culinary team at the Sheraton Birmingham Hotel. As a key member of our food preparation team, you will be responsible for preparing and cooking food according to established recipes and quality standards.Job DescriptionThis role involves monitoring food quality, maintaining cleanliness...

  • Logistics Specialist

    2 months ago

    Birmingham, Alabama, United States AlaBev Full time

    We are seeking a skilled Logistics Specialist to join our team at Alabev. As a key member of our delivery team, you will be responsible for transporting beverages to our customers across the state. This is a bulk and side loader position available, offering a unique opportunity to work with a variety of products and customers.Hiring Incentives:A $250 bonus...

  • Manager, Member Services

    2 weeks ago

    Birmingham, United States AEG Full time

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.Position: Manager, Member ServicesReporting to: Sr Director, Ticket Sales & ExperienceAbout the United Football LeagueThe United Football League (UFL) is the premier spring football platform,...

  • Manager, Member Services

    1 day ago

    Birmingham, United States AEG Full time

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.Position: Manager, Member ServicesReporting to: Sr Director, Ticket Sales & ExperienceAbout the United Football LeagueThe United Football League (UFL) is the premier spring football platform,...

  • Member Experience Representative

    4 days ago

    Birmingham, United States Alabama Credit Union Full time

    At Alabama Credit Union, our employees feel good about their careers. We create an environment rich in learning and advancement opportunities, community support activities, and chances to provide input on company initiatives. This position exists to serve our members at the Valleydale branch in Birmingham, Alabama. This is a frontline position and Saturdays...

  • Intake Specialist

    2 weeks ago

    Birmingham, United States Turnbull, Holcomb & Moak PC Full time

    The Intake Specialist will be the first point of contact for potential clients seeking legal assistance. This role involves gathering essential case information, conducting client interviews, managing referral relationships, and facilitating lead generation efforts. The Intake Specialist will help potential clients understand the process of pursuing a...

  • Culinary Team Member

    1 week ago

    Birmingham, Alabama, United States Clubcorp Usa Incorporated Full time

    About InvitedWe are a dynamic organization passionate about bringing people together and enriching lives. With over 200 golf and country, city, and stadium clubs across the nation, we offer a unique work environment where relationships thrive.As part of our team, you will have the opportunity to build meaningful connections with colleagues and Members from...

  • Diagnostic Imaging Specialist for Travel Opportunities

    1 week ago

    Birmingham, Alabama, United States beBee Professionals Full time $55,000 - $75,000

    We are seeking a highly skilled Diagnostic Imaging Specialist to join our team in Birmingham, UK. As a key member of our healthcare team, you will be responsible for performing diagnostic imaging procedures and ensuring the highest quality of patient care.Key Responsibilities:Conducting radiologic exams, including X-rays and CT scans, to aid in accurate...

  • Member Experience Representative- Hoover

    1 month ago

    Birmingham, United States Alabama Credit Union Full time

    At Alabama Credit Union, our employees feel good about their careers. We create an environment rich in learning and advancement opportunities, community support activities, and chances to provide input on company initiatives. This position exists to serve our members at the Hoover branch in Hoover, Alabama. This is a frontline position. A Member Experience...

  • Customer Engagement Specialist

    7 days ago

    Birmingham, Alabama, United States AlienVault Full time

    **About the Role**We are seeking a Customer Engagement Specialist to join our team at AT&T. In this exciting opportunity, you will have the chance to make a real impact on our customers' lives by providing tailored solutions to meet their needs.As a key member of our sales team, you will work closely with customers to understand their requirements and...

  • Technical Support Specialist

    1 week ago

    Birmingham, Alabama, United States Jack's Family Restaurants Full time

    Job Title: Technical Support Specialist - Birmingham AreaAbout the Role:We are seeking a highly skilled Technical Support Specialist to join our support team at Jack's Family Restaurants. As a key member of our team, you will be responsible for providing exceptional technical support to our restaurants and ensuring that all technical issues are resolved in a...

  • Senior Customer Experience Specialist

    1 week ago

    Birmingham, Alabama, United States AEG Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Senior Customer Experience Specialist to join our team in one of our exciting team markets. In this role, you will be responsible for delivering exceptional customer service and driving membership retention through proactive communication, education, and relationship-building.About the RoleThe...