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Member Engagement Specialist II
2 months ago
Application Instructions:
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Current Employees:
If you are a current Wescom employee, please visit the Career Center in Workday to search and apply for available positions.
At Wescom, we appreciate and depend on the diverse talents and contributions of our team members to excel in member engagement, delivering a Signature Experience.
Salary Information:
Salary Grade: 153N
Salary Pay Range: $34.04
POSITION SUMMARY:
The Member Engagement Specialist II provides consultative services to members regarding credit union offerings by evaluating their needs. This role assists members in establishing accounts, including loan and share accounts, and ensures compliance with necessary documentation and data entry standards.
The specialist processes member transactions and frequently acts as the first point of contact between the credit union and its members. They promote enhanced member engagement by delivering precise, timely information about credit union products and services, while also actively referring members to all Wescom offerings when appropriate.
ESSENTIAL POSITION FUNCTIONS:
- Consistently delivers high-quality service and is dedicated to enhancing member satisfaction through a consultative approach during all interactions.
- Adheres to Branch Service Standards and embodies Wescom's Mission Statement, Vision, Core Values, and Team Attributes.
- Advocates for members and takes personal responsibility to ensure issues are addressed and resolved at the initial point of contact.
- Focuses on providing an exceptional Member Experience and achieving favorable results in Member Experience Surveys.
The specialist regularly assists members with Platform and Teller activities, including but not limited to:
- Offering consistent support to both the Platform and Operations as dictated by business needs.
- Maintaining proficiency in evolving technologies available to members to create a seamless Omni-channel experience.
- Conducting wellness outreach calls from designated lists, including pre-approvals and new member engagement.
- Promptly responding to inquiries from members, departments, and management.
- Actively identifying opportunities for referrals to Wescom products and services.
- Diligently identifying, mitigating, and reporting potential fraudulent activities.
- Producing high-quality, accurate work with minimal errors.
EDUCATION AND EXPERIENCE:
- High School diploma required. Previous experience in the financial industry and customer service is preferred.
SKILLS AND ABILITIES:
- Registration with the Nationwide Mortgage Licensing System (NMLS) is required and must be maintained. Notary Public licensing is also required.
- Proficiency in Microsoft applications (Word, Excel, Outlook) is essential. Familiarity with the credit union's operating system and specialized software is necessary for effective performance.
MATHEMATICAL SKILLS:
- Ability to perform basic arithmetic operations and compute rates, ratios, and percentages.
PHYSICAL DEMANDS:
- The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role.
WORK ENVIRONMENT:
- The characteristics of the work environment described here are representative of those encountered while performing the functions of this job. The noise level is moderately quiet, and it is a non-smoking environment.
The above job requirements represent the minimum levels of knowledge, skills, and abilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
