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Member Relationship Specialist

2 months ago

Lewisville, Texas, United States Credit Union Texas Full time
Job Summary

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

Key Responsibilities
  • Member Engagement: Develop and maintain strong relationships with our members, understanding their financial goals and objectives, and providing personalized recommendations to help them achieve their goals.
  • Financial Needs Assessment: Conduct thorough assessments of members' financial situations, identifying areas where we can provide value and delivering solutions to meet their needs.
  • Product and Service Recommendations: Proactively discuss and recommend our products and services to members, ensuring they have access to the financial tools and resources they need to succeed.
  • Account Management: Process requests for memberships, depository accounts, loans, and account maintenance services, ensuring seamless and efficient transactions.
  • Follow-up and Follow-through: Regularly follow up with members to ensure their financial needs are met and uncover any additional needs they may have.
  • Sales and Service Goals: Meet or exceed established sales and service goals, driving business growth and member satisfaction.
  • Product Knowledge: Remain up-to-date on current products, services, and marketing campaigns, ensuring you have the knowledge and expertise to provide exceptional service to our members.
  • Compliance: Maintain compliance with all financial regulations, including Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act, as they apply to the duties of the position.
Requirements
  • Education: High school diploma or general education degree (GED)
  • Experience: Minimum 1-2 years or more of similar or related experience
  • Skills: Goal-oriented, service-oriented, problem-solving competence, self-motivated, strong listening skills, strong written and verbal communication skills, ability to multitask, prioritize, and adapt to a consistently changing environment
Working Conditions

This is a sedentary role that requires frequent talking, sitting, using hands to handle or feel, and reaching with hands or arms. The employee will occasionally stand and walk, climb or balance, and stoop, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds.

Language Ability

The level of ability required to communicate and understand written and oral language is typical, with the 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.