Member Relationship Specialist

2 weeks ago

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

At Credit Union Texas, we are 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 vital role in delivering exceptional service to our members, identifying their financial needs, and providing tailored solutions to meet their goals.

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 with a strong focus on delivering exceptional service.
  • 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, sitting, using hands to handle or feel, and reaching with hands or arms. Occasional standing, walking, climbing, or balancing, and lifting and moving up to 20 pounds may be required.

Compliance Requirements:

The responsibilities contained within this job description remain compliant with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control, and USA PATRIOT Act as they apply to the duties of the position.

Disclaimer:

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job, which may vary on the department or the assignment.

Credit Union Texas is an equal opportunity employer/protected veterans/individuals with disabilities. We are committed to providing a workplace that is free from discrimination and harassment.

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