Member Experience Specialist

4 weeks ago


Westwego, Louisiana, United States OnPath Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at OnPath Credit Union. As a Financial Services Representative, you will play a vital role in delivering exceptional member experiences and providing personalized financial solutions to our valued members.

Key Responsibilities
  • Member Engagement: Build strong relationships with members, understand their financial needs, and provide tailored solutions to meet their goals.
  • Product and Service Knowledge: Stay up-to-date on our products and services, including deposit and loan accounts, online banking, and mobile banking.
  • Problem Resolution: Effectively resolve member issues, escalate complex problems, and follow established procedures to ensure timely and satisfactory resolutions.
  • Cross-Selling and Upselling: Identify opportunities to deepen member relationships and promote relevant products and services.
  • Communication and Collaboration: Communicate clearly and professionally with members, colleagues, and leadership, and work collaboratively to achieve team goals.
  • Professional Development: Participate in ongoing training and education to enhance knowledge and skills, and stay current on industry trends and best practices.
Requirements
  • Education: High school diploma or equivalent required; some college preferred.
  • Experience: Previous sales and customer service experience, with a proven track record of success in selling and cross-selling products and services.
  • Skills: Excellent communication and interpersonal skills, strong problem-solving abilities, and a passion for delivering exceptional member experiences.
What We Offer
  • Competitive Compensation: Competitive salary and benefits package, including medical, dental, and life insurance.
  • Opportunities for Growth: Career advancement opportunities, ongoing training and education, and a supportive team environment.
  • Work-Life Balance: Flexible scheduling, paid vacation time, and a commitment to work-life balance.


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