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Member Solutions Specialist I
4 months ago
**GENERAL SUMMARY**:
This role is eligible for a language stipend of $200/monthly after 90 days of employment
**QUALIFICATIONS**:
**Minimum Education & Experience Requirements**:
- High School diploma or equivalent
- Three (3) years of customer service/sales experience.
- To include (1) one year of banking or contact center experience
**Minimum Knowledge & Skill Requirements**:
- Ability to work independently and in a team environment
- Active listening, organization, and time management skills to accurately and effectively service Members
- Ability to communicate clearly and effectively
- Must be customer service oriented with the ability to identify and meet Member needs
- Ability to multitask in a fast-paced and changing environment
- Ability to exercise initiative and use good judgement
- Knowledge of credit union products and services
- Knowledge of credit union policies and procedures and state and federal regulations
**COMPETENCIES**:
- Composure
- Customer Focus
- Conflict Management
- Approachability
- Learning on the Fly
- Functional/Technical Skills
**WORKING CONDITIONS/ENVIRONMENT**:
Job requires sitting for extended periods of time. No heavy lifting required.
**OTHER REQUIREMENTS**:
Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to work a flexible schedule Monday through Saturday as needed.
**MAJOR ACCOUNTABILITIES AND TASKS**:
2. Approaches Member requests with a professional, positive attitude and executes transactions with high-level of security, accuracy, and attention to detail.
3. Partners with external departments as a Member advocate to ensure inquiries are resolved in a timely manner.
4. Builds, develops, and maintains relationships with Members to ensure a positive Member experience.
5. Acts as the voice of the Member and recommends process improvements.
6. Determines Member’s financial needs and recommends appropriate products and services. Creates cross-selling opportunities to meet department and individual sales goals, while promoting teamwork.
7. Remains familiar with available resources to respond to Members' requests, questions, and issues.
8. Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules, and regulations.
9. Performs other duties as assigned.
Equal Opportunity Employer Veterans Disabled