Member Solutions Specialist

Skyla Credit Union • Charlotte, NC

2d • Onsite

About The Position

Skyla Credit Union offers a supportive, inclusive culture with opportunities for growth, learning, and career advancement. We provide the support, tools, and guidance needed from day one in a welcoming environment where teammates and leaders care about your success. We foster a collaborative work environment focused on teamwork, development, and community impact, offering flexibility and support to balance work and member needs.

Requirements

• Minimum of one year experience with financial service-related requests or commensurate experience.
• Proven ability demonstrating thorough knowledge of Credit Union products, services, and external systems.
• A demonstrable record in providing excellent service to customers.
• Success-oriented individual with a friendly and persuasive personality.
• Strong computer skills with ability to quickly learn new processes/systems.
• High school diploma.

Responsibilities

• Exhibit a thorough knowledge of the credit union’s products and services as well as demonstrate ability to successfully use multiple computer programs/systems to research account-related questions from customers.
• Enthusiastically and efficiently respond to all phone inquiries to identify and handle customer requests pertaining to the account(s) in accordance with the credit union’s service expectations.
• Resolve customer inquiries and/or concerns timely, completely, accurately, and professionally.
• Perform extensive verification via phone for members prior to making any account changes or giving account sensitive information.
• Thoroughly evaluate relationships to make recommendations or provide solutions that benefit and enhance the overall customer experience or improve their financial stability.
• Open all types of accounts, cross sell credit union products and services, and add new relationships to existing accounts based on the customer’s needs.
• Demonstrate daily practices that encourage teamwork, openness to learning new processes/methods and promote a positive work environment.
• Consistently be courteous and professional.
• Be vocal in your support of your team’s efforts to exceed member expectations.
• Maintain the integrity and privacy of all customer records in a confidential manner.
• Identify and recommend process improvements or new products based on customer interactions to enhance the customer’s experience and improve retention.
• Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Remain abreast of changes in credit union policies, procedures, as well as consumer lending practices and willingly share knowledge with others.
• Be open to learning new processes/methods and take the initiative to apply them to the job.
• Comply with all Federal regulations, Credit Union policies and procedures, including Bank Secrecy and the USA Patriot Act.
• Perform job duties in accordance with the Credit Union's values, mission and vision.
• Perform other various duties as assigned.

Benefits

• medical
• vision
• dental
• 6% Match 401(k)
• Tuition Reimbursement
• Paid Community Volunteer Opportunity
• Paid Time Off
• Quarterly Well Being Benefit
• Interest Rate Perks on Deposit and Loan Accounts

What This Job Offers

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