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Member Relations Specialist

2 months ago

Bethesda, Maryland, United States NIH Federal Credit Union Full time

Client Services Associate

Become a vital part of NIH Federal Credit Union, an organization committed to providing exceptional member experiences. Experience the essence of Banking With Heart.

Key Responsibilities:

  • Provide outstanding member service through various channels including in-person, mail, and telephone interactions.
  • Assist with Loan Processing duties and may serve as a Teller when necessary.

Primary Duties:

  • Adhere to established Operational Procedures, Controls, and Service Levels consistently.
  • Deliver prompt, efficient, and high-quality service to members.
  • Effectively manage Safe Deposit Box software and hardware operations.
  • Address and resolve member concerns or complaints by clarifying issues.

Sales and Referrals:

  • Achieve set sales, service, and referral objectives.
  • Promote and cross-sell Credit Union products and services effectively.
  • Conduct sales and service outreach to current and potential members.

Loan Processing Skills:

  • Clarify general lending policies and procedures to members.
  • Interview loan applicants and process loans upon approval.
  • Ensure all necessary loan documentation is completed prior to processing.

Qualifications:

  • Bachelor's degree is preferred.
  • A minimum of twelve months of experience in a financial institution is required.
  • Proficient in Microsoft Word/Windows and standard office equipment.

NIH Federal Credit Union is an Equal Opportunity Employer and is committed to diversity in the workplace, ensuring no discrimination against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other protected status.