Member Engagement Specialist II
1 week ago
Position Overview:
- Delivers advisory services to clients regarding credit union offerings by evaluating client requirements.
- Facilitates clients in initiating memberships, loan accounts, and various services, including share accounts and savings options.
- Handles transactions for clients and acts as the primary liaison between the Credit Union and its clientele.
- Encourages optimal client interaction by providing precise, timely, and relevant information concerning Credit Union offerings.
Key Responsibilities:
- Consistently delivers exceptional service and adopts a consultative approach during client engagements.
- Concentrates on enhancing the Client Experience and attaining favorable outcomes in Client Experience Surveys.
- Regularly assists clients with Platform and Teller operations.
- Conducts follow-up calls and addresses client inquiries promptly.
Qualifications, Experience, Skills, and Competencies:
- High School diploma or equivalent.
- Prior experience in the financial sector and customer service is advantageous.
- Proficient in Microsoft Office Suite.
Licensing:
NMLS registration is necessary and must be upheld. Maintain certification as a Notary Public.
Technical Proficiency:
Must be adept in technology applications, including the Credit Union's operational systems.
Numerical Skills:
Ability to perform basic arithmetic operations in various units of measure.
Physical Requirements:
- The employee is frequently required to stand, walk, sit, use hands, climb, talk, hear, and taste.
- The employee must occasionally lift and/or move items weighing up to 10 pounds.
Work Environment:
The noise level in the workplace is moderately quiet.
Reasonable accommodations may be provided to enable individuals with disabilities to perform essential functions.
An employee will be expected to adhere to any other job-related instructions and responsibilities as directed by the supervisor and/or management.
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