Customer Engagement Specialist

2 weeks ago


Lafayette, Indiana, United States Industrial Federal Credit Union Full time
Job Title: Customer Engagement Specialist

Role Overview:

The Customer Engagement Specialist plays a vital role in supporting both new and existing clients with their financial requirements. This position involves managing various account transactions and delivering comprehensive information regarding the credit union's offerings. Flexibility to travel to different service locations may be necessary.

Core Responsibilities:

  • Adhere to regulatory standards and internal policies while processing client documentation.
  • Assist clients in initiating and terminating accounts, addressing inquiries, and resolving issues.
  • Provide detailed information on available products and services, facilitate loan applications, and promote additional offerings to clients.
  • Ensure the accuracy of client account records and act as a communication bridge between clients and various departments.
  • Manage cash transactions, serve as a Teller when required, and contribute to the overall operations of the service center.
  • Execute other assigned tasks as needed.

Qualifications:

Experience: 1-3 years in a relevant field.

Education: High school diploma or equivalent.

Interpersonal Skills: Excellent communication abilities, capacity to foster relationships, and high emotional intelligence.

Additional Skills: Proficiency in Microsoft Office Suite, familiarity with standard office equipment, and a commitment to maintaining confidentiality.

Physical Requirements: Capability to remain seated or standing for extended durations. A valid driver's license and a clean driving record are mandatory.

*This job description delineates the primary duties and responsibilities associated with the position.



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