Sr Spec, Member Service

BCU • Santa Ana, CA

10d

About The Position

Establish long-term relationships by performing a comprehensive needs analysis of BCU products and services, while also building member loyalty through delivering a world-class service experience.

Requirements

• High School diploma or equivalent required
• Minimum of 5 years business experience
• Ability to collect and analyze data
• Ability to perform multiple tasks simultaneously
• Proficient in basic use of the Windows operating system, email, and the Internet
• Excellent written and verbal interpersonal skills
• Ability to effectively deliver a balanced sales approach of all BCU products and services
• Demonstrated ability and experience in providing world-class customer service
• Demonstrated experience working with teams

Nice To Haves

• college degree a plus

Responsibilities

• Service 30-50 BR01 New Member interactions each day through a dedicated phone queue and outbound calling while providing a high level of service to both new and potential members.
• Identify member needs and cross-sell of all BCU products and services.
• Assist with onboarding and engagement our New Members during first 90 days of membership.
• Manage a shared inbox with potential new member requests.
• Work within our New Member Application system to communicate next steps and documents needed to our referred members.
• Maintain a working knowledge of credit reports to evaluate credit standing, perform needs assessment and to identify competitor buyout opportunities.
• Provide fundamental credit counseling to members where appropriate and necessary.
• Successfully complete all required registrations and certifications as needed.
• Seen as a leader among the sales rep team. Can serve as a player-coach for the team when needed.

What This Job Offers

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