Member Outreach Specialist

Gulf Winds Credit Union • Pensacola, FL

8h • Onsite

About The Position

This position is dedicated to building meaningful member relationships by proactively delivering personalized financial solutions and exceptional service. Through a blend of inbound and outbound calls, as well as digital outreach, the role addresses member needs, promotes credit union products and services, and fosters long-term member loyalty.

Requirements

• One year to three years of similar or related experience. Prior experience in customer service, sales, or relationship management, preferably in financial services.
• A high school education or GED; associates or bachelor's degree preferred.
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Strong verbal and written communication skills to build trust and rapport with members. Exceptional listening and problem-solving skills to identify and address member needs effectively. Team-oriented mindset with the ability to collaborate across departments.
• Basic understanding of credit union products, services, and financial regulations. Time management and organizational skills to handle multiple tasks efficiently. Sales aptitude and ability to recommend financial solutions based on member needs. Attention to detail and accuracy in member account management and documentation.
• Ability to work in an office extended periods of sitting and computer use. Ability to communicate effectively via phone and digital channels.

Nice To Haves

• associates or bachelor's degree preferred.

Responsibilities

• Drive meaningful member engagement through proactive outbound calls and targeted digital outreach, delivering personalized service that strengthens relationships and boosts satisfaction.
• Respond to inbound inquiries with warmth and efficiency, guiding members through the process of opening new memberships and share accounts to ensure a seamless and welcoming experience. Take initiative in building connections by promptly reaching out across multiple channels, demonstrating genuine interest in each member’s financial journey. Earn trust and deliver value by actively listening, uncovering needs, and offering tailored recommendations that align with members goals.
• Proactively identify member needs and recommend suitable credit union products and services, such as loans, deposit accounts, and digital banking solutions to increase membership growth.
• Educate members on financial tools, resources, and promotions that align with their goals.
• Follow up with members after on-boarding, product enrollment, or issue resolution to ensure their needs are met.
• Collaborate with other departments to provide seamless member experiences and address cross-departmental issues.
• Meet or exceed individual and team performance goals, including member satisfaction and call volume targets.
• Stay informed about credit union products, services, and policies, as well as industry trends and best practices.
• Other job duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED