Member Relationship Specialist (2B) - The Vineyard Financial Health Center

Credit Human•San Antonio, TX

10d•Onsite

About The Position

This role involves using good individual judgment, analysis, and decision-making to assess and overcome obstacles, accumulating data to draw conclusions, and listening to evaluate and determine needs. It requires dealing with concrete situations as they arise, diagnosing problems from a multi-factor model, and offering optimal solutions that consider multiple variables to enable additional opportunities while also considering immediate cause and effect impacts and associated impacts of up to 6 to 9 months in length. The primary focus is on managing meaningful member relationships and continually improving the efficiency and effectiveness of interactions, experiences, and transaction execution. This includes making situational response decisions to schedule and prioritize actions, and foreseeing developing issues based on observations to eliminate or reduce negative impacts or maximize positive impacts. The objectives are effective coordination, collective improvement, and efficiency to enhance current processes, with a core theme of service.

Requirements

3 years of face-to-face interaction experience
Exceptional listening skills
Exceptional verbal communication skills
Good written communication skills
Good problem-solving skills
Applicants must be currently authorized to work in the United States on a full-time basis.

Nice To Haves

Bilingual

Responsibilities

Manage meaningful member relationships and continually improve the efficiency and effectiveness of the interaction, experience, and execution of transactions.
Making situational response decisions to schedule and prioritize actions.
Foreseeing developing issues based upon observations and taking action to eliminate or reduce their negative impact or maximize their positive impact.
Develop and propose multiple decision alternatives to address and/or improve members' current financial situation, remedy past missteps, and develop an action plan to help members attain short-range financial goals (up to one year).
Thoughtfully and thoroughly plan and prepare for upcoming meetings with members to ensure high-quality, high-value, high-yield interactions.
Actively leverage multiple established community partner relationships by supporting the partner's values and mission through service, volunteer, or engagement opportunities.
Participate in cross-functional project team environments.
Work effectively and cooperatively with full commitment to tasks assigned by their manager.