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Member Engagement Specialist

2 months ago

Doral, United States Educational Federal Credit Union Full time

Job Summary:

The Member Engagement Specialist serves as primary contact for development and administration of the member survey, service recovery, dormant account activation, and member onboarding programs that promote increased engagement and stronger relationship-building practices throughout the Credit Union's Retail channels.

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.

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