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Member Solutions Expert
1 month ago
About the Role:
This position is responsible for delivering exceptional member experiences by providing personalized solutions and services. The Member Solutions Expert will build relationships with members to understand their financial goals, identify opportunities, and connect them to the appropriate resources. Maintaining a positive attitude and composure in a fast-paced environment is crucial in contributing to a positive member experience.
Key Responsibilities:
- Cultivate relationships with teammates and specialists to assist members with inquiries and problem resolution
- Provide timely and professional solutions to member inquiries and requests
- Verify member identity and release account-specific information according to department guidelines
- Identify and resolve member issues using internal resources and service channels
- Inform and educate members on convenient banking options and troubleshoot basic online banking issues
- Process members' financial transactions, including deposits, withdrawals, and transfers
- Manage administrative workgroups, including secure messages and documents
- Maintain awareness of suspicious activity and report potential fraudulent activity
Requirements:
- High School Diploma or equivalent
- Flexibility to work weekends and extended hours as needed
- Ability to cross-sell products and services
- 1+ years of experience in a results-driven environment
- Effective communication and problem-solving skills
- Basic understanding of computer operations and programs