Member Relationship Specialist - Bilingual
About The Position
Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs. Major Duties and Essential Functions To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction. Uncover member needs by asking questions and provide solutions to their needs. Proactively discuss and refer additional products to internal partners. Process requests for memberships, depository accounts, loans, and account maintenance services. Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have. Responsible for meeting or exceeding established sales and service goals. Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar of all changes and disclosures. Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position. Maintain confidentiality of member information and other sensitive information.
Requirements
- Must be goal-oriented
- Must be service-oriented
- Problem solving competence with a strong attention to detail
- Must be self-motivated to meet required sales goals
- Must have strong listening skills
- Must have strong written and verbal communication skills
- Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
- Must be a TEAM player and be able to work well in a group setting
- High school diploma or general education degree (GED)
- Minimum 1-2 years or more of similar or related experience
Responsibilities
- Assist new and potential members in identifying membership and lending needs
- Deliver solutions to members’ financial needs
- Provide outstanding service to internal and external members
- Uncover member needs by asking questions and provide solutions
- Proactively discuss and refer additional products to internal partners
- Process requests for memberships, depository accounts, loans, and account maintenance services
- Regularly follow up with members to ensure that their financial needs are met
- Meet or exceed established sales and service goals
- Remain up to date on current products, services, and marketing campaigns
- Remain compliant with all financial regulations
- Maintain confidentiality of member information
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
