Member Outreach Specialist
REV Federal Credit Union · Summerville, SC · 4 wk ago
On-siteCustomer ServiceFull-time
Duties & Responsibilities
- Uncover member needs to cross-sell additional products and services.
- Nurture member relationships for future conversion.
- Using analytics, work with Member Experience Manager to set product, service and usage goals.
- Aid in developing outbound call scripts and email templates.
- Be well-versed in REV product knowledge to offer creative financial solutions.
- Advise members of pre-screen offers and next best products to sell based on analytics.
- Drive service utilization by educating members on products benefits.
- Drive member digital engagement by promoting self-service functionality.
Assumes responsibility for delivering exceptional member service
- Demonstrate a passion to increase member satisfaction based on results from survey feedback.
- Increase adoption rate on products and services.
- Reduce member attrition through outreach to encourage account utilization.
- Maintain and exceed member and team member service level agreement standards.
Assumes responsibility for reporting support in the Contact Center
- Report weekly closed business and referrals to the Member Experience Manager.
- Utilize the CRM to document member interactions and schedule future touchpoints.
- Track and analyze data adjusting scripting and engagement strategies to improve results.
- Collect product and service feedback to make improvement recommendations.
Skills & Qualifications
- Education/Certification & Experience: High school diploma or equivalent Two (2) years of experience in a sales environment
- Skills/Abilities: Strong interpersonal and communication skills to help build rapport and drive for results Excellent listening and written skills Highly organized and efficient Handling member objections effectively Exceptional analytical and creative problem-solving skills Highly self-motivated