Digital Member Relationship Specialist

2 weeks ago


Cottage Grove, Wisconsin, United States Summit Credit Union Full time
Job Title: Digital Member Relationship Specialist

Are you passionate about building strong relationships with members in a digital environment? We're seeking a skilled Digital Member Relationship Specialist to join our team at Summit Credit Union.

Job Summary:

This role is responsible for providing exceptional member service and support through various digital channels, including phone, email, and online platforms. As a Digital Member Relationship Specialist, you will be the primary point of contact for members, providing personalized assistance and guidance to help them achieve their financial goals.

Key Responsibilities:
  • Provide prompt, courteous, and thorough assistance to members via phone, email, and online platforms.
  • Recommend Credit Union products and services that strengthen members' financial situations and build long-term relationships.
  • Follow up with members as promised to ensure their needs are met and exceeded.
  • Participate in company-wide and departmental goals and objectives to drive business growth and member satisfaction.
Requirements:
  • Professional, well-developed written and interpersonal communication skills.
  • Ability to elicit member information to strengthen relationships.
  • Requires judgment to solve day-to-day problems within established guidelines.
  • High school diploma or equivalent.
  • Minimum two years' experience in public contact/member service, call center, financial environment, or sales.
  • In-depth knowledge of member self-service tools.
  • Basic mathematical skills, including interest, pay-off, dividend, and certificate penalty calculations.
  • Basic knowledge of Microsoft Office Suite.
Why Summit Credit Union?

We offer a fun, collaborative environment, an onsite 24/7 gym, and a Wellness Café. Our team is passionate about making a difference in our members' lives, and we're committed to providing equal employment opportunities regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by local, state, or federal law.

We're dedicated to embracing diversity and believe that inclusion is critical to our success as a credit union. Employment decisions are made based on qualifications, merit, and business need.



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