Member Onboarding Specialist

Corda Credit Union•Hiawatha, IA

4d•Onsite

About The Position

Join Corda Credit Union as a full-time Member Onboarding Specialist and be part of a team dedicated to exceptional member experiences. Located in Hiawatha, IA, this onsite role offers the chance to connect with new members and guide them through our valuable services. You'll play a vital role in fostering positive relationships, ensuring that our members feel welcomed and supported from day one. With a competitive starting pay, you will be recognized for your contributions to our member-centric mission. This is an exciting opportunity for those who thrive in a professional environment and are passionate about making a difference in people's lives. You will enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Health Savings Account, Flexible Spending Account, Paid Time-off and Sick Time-off. Step into a position that aligns with your values of excellence and integrity as you help build a stronger community. Check out our website for our other amazing benefits www.cordacu.org/careers What it is like to be a Member Onboarding Specialist: As a full-time Member Onboarding Specialist at Corda Credit Union, you will be pivotal in guiding new members through their onboarding experience as a new member. Your role will involve establishing robust communication touchpoints during the first 60 days of a new member's journey, acting as their primary contact. You will liaise proactively with both members and internal departments, ensuring that individual needs are met through enhanced communication strategies. Your responsibilities will include managing workflows within our core system to keep member communications current and accessible. Additionally, you will facilitate the opening, closing, and servicing of various deposit and loan products while cross-selling complementary services to enhance the member experience. Meeting onboarding and service goals set by your supervisor will be key to your success, alongside maintaining a thorough understanding of account policies to ensure all member interactions are handled with friendliness, efficiency, confidentiality, and professionalism. Collaboration with various departments will be essential to fulfilling your role effectively. Does this sound like you? To excel as a full-time Member Onboarding Specialist at Corda Credit Union, a range of essential skills is required. Exceptional courtesy, tact, and diplomacy are crucial, as your role involves personal interactions with both members and various departments. You must possess strong written and verbal communication skills to effectively convey information and engage in productive discussions. Proficiency in utilizing a variety of technology systems will be necessary to manage workflows and member communications efficiently. A solid understanding of credit reports is preferred. Being able to read and generate quantifiable data measurements will also play a key role in tracking onboarding success and enhancing member experiences. Above all, you must demonstrate resilience and self-motivation, consistently striving to provide outstanding service and support to our members, ensuring their needs are met throughout the onboarding process. Ready to join our team? Does it sound as if Corda Credit Union would be a good fit? Please submit your cover letter and resume.

Requirements

Exceptional courtesy, tact, and diplomacy
strong written and verbal communication skills
Proficiency in utilizing a variety of technology systems
Being able to read and generate quantifiable data measurements
demonstrate resilience and self-motivation

Nice To Haves

A solid understanding of credit reports is preferred

Responsibilities

guiding new members through their onboarding experience as a new member
establishing robust communication touchpoints during the first 60 days of a new member's journey, acting as their primary contact
liaise proactively with both members and internal departments, ensuring that individual needs are met through enhanced communication strategies
managing workflows within our core system to keep member communications current and accessible
facilitate the opening, closing, and servicing of various deposit and loan products while cross-selling complementary services to enhance the member experience
meeting onboarding and service goals set by your supervisor
maintaining a thorough understanding of account policies to ensure all member interactions are handled with friendliness, efficiency, confidentiality, and professionalism
collaboration with various departments