Member Engagement Specialist

4 weeks ago


Atlanta, United States Excel Federal Credit Union Full time
Job DescriptionJob Description

Summary: Responsible for assisting members and potential members with their financial needs, providing information regarding credit union products and services and providing excellent service to our members.

 

Job Responsibilities:

• Identify member’s needs and financial goals.

• Utilize sales techniques during the loan process (from origination to disbursal) to identify products and services that fit the financial needs of the member.

• Responsible for explaining different types of products and services to include loans and deposit options that fit the financial needs of the member.

• Responsible for inbound and outbound consumer loan calls.

• Maintains comprehensive knowledge of credit union’s policies and procedures.

• Guides members through the car buying experience and lending guidelines for auto and personal loans as well as credit cards.

• Supports and provides superior member service via telephone, email and facsimile as a receiver and caller.

• Actively recommends cross-selling alternatives to include deposit products.

• Completes loan applications and works with the consumer lending team to communicate loan decisions and follow through on approvals.

• Offer advice on areas of credit score improvement.

• Responsible for meeting / exceeding monthly sales goals such as credit life, disability, gap and warranty.

• Must be able to meet deadlines in an organized and timely fashion.

• Other duties as assigned.

 

PERSONAL REQUIREMENTS:

Must have 2-5 years of Lending experience

• 3-5 years’ customer service experience in a call center or related customer service environment. • Previous sales and lending experience preferred.

• Ability to communicate verbally and in writing with others is essential.

• Must be very organized and detail oriented.



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