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Customer Experience Champion

2 months ago

Carmel Indiana, United States FORUM Credit Union Full time
Job Summary

FORUM Credit Union is a member-focused financial institution dedicated to providing exceptional customer service and expert financial advice to our members.

We are seeking a highly skilled Member Relations Specialist to join our team. As a trusted advisor to our members, you will help them achieve their financial goals and live their dreams.

Key Responsibilities
  • Perform advanced account maintenance and financial transactions with attention to detail and accuracy.
  • Meet monthly sales goals and encourage fellow staff to do the same.
  • Assist management staff with member service needs and provide exceptional support.
  • Perform outbound calls to build relationships and grow business.
  • Open and close the branch and member service lines, ensuring a seamless experience.
  • Administer cross-training programs for branch employees, promoting growth and development.
  • Stay up-to-date on all Credit Union products and services, making informed recommendations to members.
Requirements
  • High School Diploma or Equivalent
  • Previous Customer Service Experience
  • Knowledge of Consumer Lending and Financial Products
  • Proficient Computer Skills
  • Enthusiastic and Positive Attitude
Benefits
  • Competitive Pay
  • Student Loan Reimbursement
  • Tuition Assistance
  • Wellness Programs
  • Community Involvement and Paid Volunteer Time
  • Professional Development/Award-Winning Training Program
  • 401K with Match
  • Comprehensive Benefits Package
  • Generous Paid Time Off

FORUM Credit Union values and celebrates diversity in the workplace. We are an equal opportunity employer and welcome applications from all qualified candidates.