Member Relationship Specialist

4 days ago


DeSoto, Texas, United States Credit Union Texas Full time
Job Title: Member Relationship Specialist

We are seeking a highly motivated and customer-focused Member Relationship Specialist to join our team at Credit Union Texas. As a key member of our team, you will play a vital role in delivering exceptional service to our members, identifying their financial needs, and providing tailored solutions to meet those needs.

Key Responsibilities:
  • Deliver outstanding service to internal and external members through every interaction.
  • Uncover member needs by asking questions and provide solutions to their financial needs.
  • Proactively discuss and refer additional products to internal partners.
  • Process requests for memberships, depository accounts, loans, and account maintenance services.
  • Regularly follow up with members to ensure their financial needs are met and uncover any additional needs they may have.
  • Meet or exceed established sales and service goals.
  • Remain up to date on current products, services, and marketing campaigns through attending training and staying familiar with all changes and disclosures.
  • Maintain confidentiality of member information and other sensitive information.
  • Promote strategic initiatives and objectives throughout the Credit Union to help meet set goals.
  • Enhance organization-wide communication.
  • Motivate fellow staff to meet or exceed set goals.
  • Seek to understand and appreciate different perspectives and employee feedback from other departments.
Requirements:
  • Goal-oriented and service-oriented mindset.
  • Problem-solving competence with a strong attention to detail.
  • Self-motivated to meet required sales goals.
  • Strong listening skills.
  • Strong written and verbal communication skills.
  • Ability to multitask, prioritize, and adapt to a consistently changing environment.
  • Team player with the ability to work well in a group setting.
Education and Experience:

High school diploma or general education degree (GED) required. Minimum 1-2 years or more of similar or related experience preferred.

Working Conditions:

This role requires frequent talking and hearing, sitting, using hands to handle or feel, and reaching with hands or arms. Occasional standing and walking, climbing or balancing, and lifting and moving up to 20 pounds may be required.

Language Ability:

Ability to use passive vocabulary of 7,000-9,000 words, read at a fast-paced rate, and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents, communicate in complex sentences, and respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.



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