Customer Experience Specialist

3 weeks ago


Mauldin, South Carolina, United States Truliant Federal Credit Union Full time

At Truliant Federal Credit Union, we're dedicated to putting our members first by providing exceptional service and straightforward financial solutions. As a Customer Experience Specialist, you'll play a crucial role in helping us achieve our mission by delivering an outstanding experience to our members.

Salary and Benefits

$54,000 - $62,000 per year, depending on experience. We offer a comprehensive benefits package, including no-cost employee medical, dental, and vision coverage, paid holidays, and a 401(k) plan with contribution matching.

About the Role

This is a full-time position that requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment. As a Customer Experience Specialist, you'll serve members by accurately and efficiently processing financial transactions while providing exceptional service. You'll create an environment where members feel welcome and establish rapport, ensuring consistent adherence to Credit Union member service standards throughout every interaction. Your goal is to educate members on various products and services, helping them achieve their financial objectives

Key Responsibilities

  1. Process transactions for members to help them manage their finances.
  2. Create a welcoming environment and establish rapport with members.
  3. Adhere to Credit Union member service standards in all interactions.
  4. Engage members in conversation to understand their financial needs and goals.
  5. Educate members on products and services that meet their financial objectives.

Requirements and Qualifications

  • Bachelor's degree in a related field or equivalent experience.
  • Excellent interpersonal skills and communication abilities.
  • A minimum of 1 year related experience in the retail industry or financial services preferred.
  • Previous sales experience preferred.

Why Join Us?

We're committed to creating a positive and inclusive work environment where our teammates feel valued, empowered, and rewarded. If you share our passion for delivering exceptional customer experiences and have a strong desire to grow with a reputable financial institution, we invite you to apply.

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