Universal Membership Specialist

1 week ago


Garden City, Michigan, United States Nassau Financial Federal Credit Union Full time
Job Title: Universal Membership Specialist

Join Nassau Financial Federal Credit Union as a Universal Membership Specialist and play a vital role in developing and maintaining financial relationships with our members. As a key member of our team, you will be responsible for identifying member inquiries and providing account resolution and solutions matched to member needs.

Key Responsibilities:
  • Deliver exceptional 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.
Requirements:
  • Cross-sell appropriate products suited to member's profile and confirmed through needs-based questions to attain sales goals covering member acquisition, new checking accounts, loan production, cross-sell, and insurance-related policies.
  • 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.
Working Environment:

This role will be a hybrid of remote and in-branch work environment, requiring flexibility and adaptability. You will be responsible for working efficiently and effectively with others to achieve our goals, while also maintaining a positive team spirit.

What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • The chance to make a real difference in the lives of our members.

Nassau Financial Federal Credit Union is an Equal Opportunity Employer. We welcome applications from diverse candidates and are committed to creating an inclusive work environment.



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