Customer Engagement Representative

5 days ago


Arcadia, California, United States Foothill Credit Union Full time

At Foothill Credit Union, we're passionate about delivering exceptional financial experiences to our members. As a Member Services Specialist, you'll play a vital role in this mission by providing top-notch support and guidance to help our members achieve their financial goals.

About the Role

We're seeking a highly skilled and dedicated professional to join our team as a Member Services Specialist. In this exciting role, you'll have the opportunity to work with a dynamic team of financial experts who are committed to making a positive impact on our members' lives.

As a Member Services Specialist, your primary responsibility will be to provide exceptional customer service to our members through various channels, including phone, email, and in-person interactions. You'll be responsible for answering complex questions, resolving issues, and providing personalized solutions to meet our members' evolving financial needs.

About You

To succeed in this role, you'll need to possess excellent communication and interpersonal skills, with the ability to build strong relationships with our members and colleagues alike. Your experience in personal banking or a related field is essential, with a minimum of three years of experience preferred. Leadership experience is also highly valued.

Apart from your technical skills and expertise, you'll need to demonstrate a passion for delivering exceptional customer experiences, a commitment to ongoing learning and development, and a willingness to adapt to changing circumstances.

Additionally, you'll need to be proficient in Microsoft Office applications, with knowledge of credit union operations and compliance requirements. A valid California driver's license and reliable transportation are also necessary for this role.

Key Responsibilities
  • Provide exceptional customer service to members through various channels.
  • Answer complex questions and resolve issues in a timely and efficient manner.
  • Offer personalized solutions to meet members' evolving financial needs.
  • Build strong relationships with members and colleagues.
  • Maintain accurate records and reports.

Requirements

  • Bachelor's degree in a related field (e.g., business administration, finance).
  • Minimum three years of experience in personal banking or a related field.
  • Leadership experience preferred.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office applications.
  • Familiarity with credit union operations and compliance requirements.
  • Valid California driver's license and reliable transportation.


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