Universal Membership Services Specialist
1 week ago
About the Role:
This position is responsible for developing and maintaining financial relationships with credit union members. Key responsibilities include identifying member inquiries and providing account resolution and solutions matched to member needs. This involves building relationships to determine member needs and providing a product and/or service solution to meet those needs in a professional, prompt, and efficient manner. The successful candidate will be responsible for exceeding credit union goals and working in a hybrid remote and in-branch work environment.
Key Responsibilities:
- Deliver service consistent with our Service Promises
- Strive for one call resolution and execute best practices in accordance with the call monitoring scoresheet
- Conduct profile assessments for cross-sell opportunities
- Recommend products that fulfill the financial requirements of members within lending and credit guidelines
- Register leads into Synapsys CRM tool for "next step" follow-up action
- Partner with internal departments to resolve member inquiries across all channels
Requirements:
- Cross-sell appropriate products suited to member's profile and confirmed through needs-based questions to attain sales goals
- Participate in monthly contests to achieve new product goals and the ongoing goal of opening new checking accounts
- Possess proficient product knowledge as measured by the annual product knowledge certification assessment
- Identify Member's needs, clarify information, research every issue, and provide solutions and/or alternatives
- Accountable for the appropriate and timely response and resolution to member issues and concerns
- Responsible for properly maintaining and processing share and consumer loan applications from all delivery channels
Working at Nassau Financial Federal Credit Union:
At Nassau Financial, it is more than a job; we offer a career experience where you can grow personally and professionally while being an integral part of advancing our service mission of "Improving the financial well-being of each member and the communities we serve."
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