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Member Services Consultant
2 months ago
As a vital member of our team, you will provide exceptional consultative services to our members regarding various credit union offerings. Your role will involve assessing member needs and assisting them in establishing memberships, loan accounts, and other financial services.
KEY RESPONSIBILITIES:
- Deliver high-quality service to enhance member satisfaction through a consultative approach during all interactions.
- Act as the primary point of contact for members, ensuring their inquiries are addressed accurately and promptly.
- Promote member engagement by providing precise information about credit union products, insurance, and investment services.
- Facilitate the completion of applications for equity products and refer members to mortgage services as needed.
- Conduct member wellness calls and participate in educational seminars to enhance member knowledge.
- Collaborate with business partners to identify and meet member needs effectively.
- Ensure compliance with all regulatory training and participate in ongoing professional development.
- Maintain confidentiality and adhere to security standards in all member interactions.
QUALIFICATIONS:
Applicants should possess a high school diploma or equivalent experience, with previous experience in the financial industry and customer service preferred. A college degree and three years of relevant experience are advantageous. Required licenses must be obtained and maintained, including NMLS registration and FINRA Series 6 and 63 licenses.
TECHNICAL SKILLS:
Proficiency in Microsoft applications and familiarity with technology applications relevant to the financial services industry is essential.
WORK ENVIRONMENT:
This position operates in a moderately quiet, non-smoking environment. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
