Current jobs related to Member Engagement Specialist - Dallas - Baylor Health Care System Credit Union

  • Member Engagement and Retention Specialist

    2 months ago

    Dallas, Texas, United States Credit Union Texas Full time

    Job SummaryWe are seeking a highly skilled Member Relationship Specialist to join our team at Credit Union Texas. As a key member of our financial services team, you will play a critical role in delivering exceptional service to our members, identifying their financial needs, and providing tailored solutions to meet those needs.Key ResponsibilitiesMember...

  • Science Engagement Specialist

    7 days ago

    Dallas, Texas, United States Dallas Arboretum Full time

    Job Title: Science Engagement SpecialistJob Summary:We are seeking a Science Engagement Specialist to join our team at the Dallas Arboretum and Botanical Garden. The successful candidate will be responsible for engaging with the public in our outdoor galleries, ensuring a successful public experience and effective gallery interpretation.Key...

  • Member Engagement Coordinator

    2 days ago

    Dallas, Texas, United States Credit Union Texas Full time

    Job Title: Member Engagement CoordinatorLocation: Credit Union TexasSalary: $60,000 - $80,000 per yearJob DescriptionWe are seeking a highly motivated Member Engagement Coordinator to join our team at Credit Union Texas. As a Member Engagement Coordinator, you will be responsible for delivering exceptional service to our members by identifying their...

  • Talent Engagement Specialist

    3 weeks ago

    Dallas, Texas, United States Equus Full time

    Job Title: Talent Engagement SpecialistAt Equus Workforce Solutions, we are seeking a highly skilled and motivated Talent Engagement Specialist to join our team. As a key member of our workforce development team, you will play a critical role in helping job seekers achieve their employment goals.Key Responsibilities:Provide exceptional customer service to...

  • Field Engagement Specialist

    4 weeks ago

    Dallas, Texas, United States Salto Inspired Access Full time

    Job DescriptionUnlock Your Potential as a Field Engagement SpecialistAre you a seasoned professional with a passion for access control and customer satisfaction? Do you thrive in a dynamic environment where no two days are the same? We're seeking a highly skilled Field Engagement Specialist to join our team at Salto Inspired Access.About the Role:As a Field...

  • Employer Engagement Specialist

    4 weeks ago

    Dallas, Texas, United States Equus Full time

    Job SummaryWe are seeking a highly motivated and experienced Employer Engagement Specialist to join our team at Equus Workforce Solutions. As a key member of our workforce development team, you will be responsible for cultivating and maintaining relationships with employers to create job opportunities for our youth participants.Key ResponsibilitiesDevelop...

  • Field Engagement Specialist

    4 weeks ago

    Dallas, Texas, United States Salto Inspired Access Full time

    Job DescriptionAt Salto Inspired Access, we are seeking a highly skilled Field Engagement Specialist to join our dynamic team. As a key member of our organization, you will play a crucial role in delivering exceptional customer experiences and ensuring the highest level of satisfaction across various industry applications and technologies.Key...

  • Indexing Specialist

    7 days ago

    Dallas, Texas, United States Kofile Inc Full time

    Job Title: Indexing Specialist - Civic Engagement ExpertJob Summary: We are seeking a highly motivated and detail-oriented Indexing Specialist to join our team at Kofile Inc. As an Indexing Specialist, you will play a crucial role in our daily and historical-document indexing projects, ensuring accurate and efficient document organization.Responsibilities:*...

  • Contact Center Engagement Specialist

    12 hours ago

    Dallas, Texas, United States Chats Cloud Cover Full time

    At Chats Cloud Cover, we're on a mission to deliver exceptional customer experiences through our innovative cloud-based solutions. We're seeking a highly skilled and dedicated Contact Center Engagement Specialist to join our team.Job SummaryWe're looking for a results-driven professional who can excel in a fast-paced contact center environment. The ideal...

  • Member Specialist

    1 month ago

    Dallas, United States Salt Box Full time

    Saltbox makes the hardest parts of running a small online business simple. Our workspaces transform into modern and flexible office spaces with warehouse suites, and all the perks needed to help small businesses grow. Our members run small to medium sized E-commerce businesses within a diverse group of industries including Fashion & Apparel, Health & Beauty,...

  • Marketing Specialist, Events

    4 weeks ago

    Dallas, United States Sabre Full time

    Sabre is a technology company that powers the global travel industry. By leveraging next-generation technology, we create global technology solutions that take on the biggest opportunities and solve the most complex challenges in travel.  Positioned at the center of the travel, we shape the future by offering innovative advancements that pave the way for...

  • Youth Outreach and Engagement Specialist

    1 week ago

    Dallas, Texas, United States Equus Full time

    Job Title: Youth Outreach and Engagement SpecialistEquus Workforce Solutions is seeking a highly motivated and experienced Youth Outreach and Engagement Specialist to join our team. The successful candidate will be responsible for recruiting and engaging with eligible youth for the WIOA Youth Program, with a focus on out-of-school youth ages 16-24.Key...

  • Customer Care Engagement Specialist

    4 months ago

    Dallas, United States NRG Energy Full time

    As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Position...

  • Community Engagement Specialist

    4 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Job OverviewWe are seeking a dedicated and results-oriented professional to join our fundraising team and drive community engagement and donor participation in local events. As we strive to achieve ambitious goals for the upcoming year, we are in need of a Community Outreach Coordinator to support our mission.At Elite GI, we are proud to offer our clients...

  • Community Engagement Specialist

    2 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    We are seeking a dedicated and enthusiastic professional to drive community engagement and donor participation in local events for Elite GI.As a proud force in the Dallas area, we want to offer our clients and community lasting change. By representing non-profit organizations, we are able to bridge the gap between the community's needs and our client's...

  • Confidential Client Engagement Specialist

    3 days ago

    Dallas, Texas, United States Invictus Talent Solutions Full time

    Job Title: Confidential Client Engagement SpecialistLocation: Dallas, TX (Hybrid Schedule)Job Description:We are seeking a dynamic and results-driven Client Engagement Specialist to join our team at Invictus Talent Solutions. This position requires a candidate with a proven history of success, including contest wins, and a track record of breaking and...

  • Customer Engagement Advocate

    2 months ago

    Dallas, United States Employer Direct Healthcare Full time

    About LanternLantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members...

  • Customer Engagement Advocate

    2 months ago

    dallas, United States Employer Direct Healthcare Full time

    About LanternLantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members...

  • Community Engagement Specialist

    4 weeks ago

    Dallas, Texas, United States Elite GI. Full time

    Job Title: Community Outreach CoordinatorWe are seeking a dedicated and enthusiastic professional to join our fundraising team at Elite GI and drive community engagement and donor participation in local events.About the Role:The Community Outreach Coordinator will play a pivotal role in advancing our community outreach efforts and supporting our partner's...

  • Community Engagement Specialist

    1 week ago

    Dallas, Texas, United States Kairos Management Full time

    Kairos Management is a staffing and human resource management firm based in Dallas, TX. Our team excels at devising and executing creative presentations to make a lasting impression on our local community.Key Responsibilities:Develop and implement effective community outreach strategies to educate and engage local communities.Collaborate with team members to...

Member Engagement Specialist

2 months ago

Dallas, United States Baylor Health Care System Credit Union Full time

POSITION TITLE: Member Engagement Specialist (MES)

POSITION REPORTS TO: VP Branch Operations

 

The Credit Union is looking for a Member Engagement Specialist (MES), our version of a personal banker. Creates a memorable Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate. Educate members on emerging Credit Union technology and digital solutions. Performs lobby engagement activities to connect with Members and position products to meet their needs. This position will serve as a Business Development Officer and partner with the branch team to ensure our members get access to experts who can help them with specialized financial needs and develop new business for the Credit Union. We are looking for excellent communicators with solid knowledge of banking processes and products. Sales, banking and customer service experience can help you succeed in this role. The ideal candidate is passionate about helping others with accuracy, is self-driven, and familiar with financial institution regulations.

 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

  • Greet members with BHCSCU Way greeting.
  • Generate and close high-quality leads across the product range while providing world class service to all our members.
  • Identifies cross-selling opportunities both by telephone and with required marketing call logs that are assigned.
  • Participates in sales development activities, which could be outside normal working hours.
  • Process secured and unsecured applications in person, online, and by phone.
  • Actively promote and sell the Credit Union’s full line of financial services by asking appropriate questions, assessing member needs, and offering alternative solutions; through auto loans, signature loans, lines of credit, credit cards, secured loans.
  • Effectively presents and sells ancillary products, such as Credit Life, Credit Disability, Guaranteed Asset Protection (GAP), and Mechanical Repair Coverage (MRC), while meeting set sales penetration objectives.
  • Foster strong working relationships with Branch Operations staff, while also supporting Member Engagement Specialist teammates in a collaborative environment.
  • Determine eligibility to promote all back-end products for every loan, refer members to Insurance, Investment, Business and Mortgage Partners
  • Proactively participate in outbound calling campaigns, contests, and other sales initiatives to generate business.
  • Maintain in-depth knowledge of and comply with all department and security policies, procedures and federal regulations, including BSA requirements.
  • Provide excellent customer service by responding to members’ requests, resolving issues, and/or directing them to the appropriate department to ensure member satisfaction in a timely manner.
  • Provide back-up as needed to general phone queue to assist members.
  • Assist members with requests for service as needed in cash operation services and financial services.
  • Process and complete account openings and closings including, but not limited to share, share draft, IRAs, and Safe Deposit Boxes.
  • Perform the following member transactions: add and remove joint owners, order checks, issue stop payments, debit cards, make adjustments to accounts (with parameters), ACH revocation, share and share draft payroll requests, and wire transfers.
  • Assist members with requests for service as needed in cash operation services, deposits, loan payments, and any additional financial services.
  • Receive, complete and forward member fraud requests in a timely manner.
  • Maintain proper security and exercise good judgment.
  • Foster a culture that promotes teamwork, service excellence and relationship building within the covered branches and overall organization.
  • Perform other duties as assigned.

REQUIRED EXPERIENCE

  • Minimum two (2) years of banking, credit union or customer service experience
  • Minimum two (2) years or more experience in a high paced sales environment with a track record of meeting and/or exceeding goals
  • Must be able to work in-person at assigned branch location
  • Ability to work diligently and independently to meet goals with high attention to detail, accuracy and thoroughness, with minimal supervision

EDUCATION & CERTIFICATIONS REQUIRED

  • High School Diploma/GED required, Associates or Bachelor degree in a business or finance field preferred.
  • Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience or education and hands-on use of the software.
  • High comfort level in utilizing computers.
  • Professional written and verbal communication.
  • Multilingual verbal and written skills preferred.