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Member Engagement Specialist

4 months ago

Doral, United States Educational Federal Credit Union Full time

Job Description

Job Description

Job Summary: The Member Engagement Specialist serves as the primary contact for the development and administration of the member survey, dormant account activation, and member onboarding programs that promote increased engagement and stronger relationship-building practices throughout the Credit Union’s Retail channels. We encourage you to view and apply directly at edfed.org/careers Duties & Responsibilities: Processes new account applications acquired from field-based events or online channels, Conducts welcome calls to new members and proactively identifies opportunities to deepen member relationships by offering product and service solutions. Conducts necessary survey follow-up calls/emails to troubleshoot any member concerns. Replies to email requests from several inboxes that the Member Engagement Team manages. Conducts account activation calls for dormant members to reactivate their accounts while offering credit union products and services. Serves as part of a concierge team responding to member inquiries as part of select marketing and campaign initiatives directed to the public. Responsible for updating new and dormant account reports based on their account opening and dormant activation activities Able to resolve member escalation calls by using critical thinking skills and collaboration with other departments. Perform other job duties as assigned by management. Requirements: Associate’s degree or equivalent combination 3-5 years of related experience Every employee is required to comply with all Bank Secrecy Act (BSA) policies and procedures, and to attend required BSA-related training as assigned. The following are some benefits offered to employees: Paid Holiday Paid Birthday Paid Sick and Personal Days Paid Vacation Retirement/401K with matching contributions Medical, Dental and Vision Insurance Life Insurance and Long Term Disability Tuition reimbursement for Undergraduate and Graduate courses Various Incentive Programs Career opportunities Company Description As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment. Confidentiality is of the utmost importance in this position.

Company Description

As a financial institution, EdFed has been dedicated to providing our members, the South Florida educational community, with quality financial services since 1935. As an employer, we strive to provide staff with challenging career opportunities, great benefits, and a friendly work environment.

Confidentiality is of the utmost importance in this position. #J-18808-Ljbffr