Member Experience Professional II - Digital

Partners Federal Credit Union•Orlando, FL

3d•$20 - $30•Remote

About The Position

This position has an emphasis on demonstrating sales acumen and identifying member needs while finding solutions as a representative for Partners Federal Credit Union. This is achieved through interactions and development of long-term profitable relationships with our member. The Team Digital Member Experience Professional II will determine member's financial needs and present and offer the best financial solution in a digital work environment. Works within the sales and support teams for the achievement of Member satisfaction, revenue generation, and long-term account goals in line with company core values and winning behaviors. In addition, the Member Experience Professional II is responsible for interaction with members by telephone and electronic correspondence providing friendly, efficient, quality service and accurate information. Follows all Credit Union policies and procedures.

Requirements

High School Diploma or GED
2 to 5 years of relevant work experience
Some sales experience required
Strong listening, verbal, written and telephone etiquette business communication skills, with the ability to communicate and follow up on products, policies, or technical issues over the phone

Responsibilities

Build a “Book of Members”, ensuring periodic contact to deepen the membership with
Input data quickly and efficiently. Research and obtain further information for incomplete documents.
Ensure all new member data is entered accurately. Correct errors as needed. Comply with data integrity and security policies.
Follow all confidentiality procedures to protect member and credit union information.
Update and add notes regarding call and member to all Synapsys events
Take inbound calls and emails (account assistance/maintenance, submitting events, family referrals, new memberships)
Understands and complies with all policies, procedures, standards and guidance relevant to assigned job responsibilities.
Protects and maintains confidentiality with all members financial data when handling customer requests and transactions.
Compile, verify accuracy and sort information to prepare source data for computer entry.
Able to present recommendations focused on benefits to member, and function of product or service.
Able to uncover and determine member financial needs.
Attend department and other meetings as needed.
Balances workload to handle new members and follow-up for existing members.
Provide additional administrative support as needed.
All other duties as assigned by the Manager