Member Relationship Specialist

4 weeks ago

Rockwall, United States Credit Union Texas Full time
Member Relationship Specialist - Rockwall Branch

Position Purpose and Objectives

Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs.

Major Duties and Essential Functions

  1. To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.
  2. Uncover member needs by asking questions and provide solutions to their needs.
  3. Proactively discuss and refer additional products to internal partners.
  4. Process requests for memberships, depository accounts, loans, and account maintenance services.
  5. Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have.
  6. Responsible to meet or exceed established sales and service goals.
  7. Remain up-to-date on current products, services, and marketing campaigns through attending training, and remaining familiarity of all changes and disclosures.
  8. Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position.
  9. Maintain confidentiality of member information and other sensitive information.
Positions directly supervised: N/A

Specific knowledge, skills, and abilities required for this position:
  1. Must be goal-oriented
  2. Must be service-oriented
  3. Problem solving competence with a strong attention to detail
  4. Must be self-motivated to meet required sales goals
  5. Must have strong listening skills
  6. Must have strong written and verbal communication skills
  7. Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
  8. Must be a TEAM player and be able to work well in a group setting


Education: High school diploma or general education degree (GED)

Experience: Minimum 1-2 years or more of similar or related experience.

Physical Activities and Requirements of this Position

CATEGORY

DESCRIPTION

Finger Dexterity

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

Grasping

Using fingers and palm on an object.

Talking

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Repetitive Motions

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average Hearing

Able to hear average or normal conversations and receive ordinary information.

Average Visual Abilities

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary Work

While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds.

Working Conditions of this Position

DESCRIPTION

None. No hazardous or significantly unpleasant conditions.

Mental Activities and Requirements of this Position

Reasoning Ability: The ability to use common sense or logic.

Detailed

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Mathematical Ability: The level of ability required to perform math skills and operations.

Basic

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Language Ability: The level of ability required to communicate and understand written and oral language.

Typical

Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors.

Compliance requirement

The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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