Member Relationship Specialist

Position Purpose and Objectives

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.

Specific Knowledge, Skills, And Abilities Required For This Position

• 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
• Strong listening skills
• Strong written and verbal communication skills
• The ability to multitask, prioritize, and adapt to a consistently changing environment
• A TEAM player and be able to work well in a group setting

Education And Experience

• High school diploma or general education degree (GED)
• Minimum 1-2 years or more of similar or related experience.

Physical Activities And Requirements Of This Position

• Finger Dexterity
• Grasping
• Talking
• Repetitive Motions
• Average Hearing
• Average Visual Abilities
• Sedentary Work

Working Conditions Of This Position

No hazardous or significantly unpleasant conditions.

Mental Activities And Requirements Of This Position

• Reasoning Ability
• Detail Ability
• Mental Ability

Compliance Requirement

The responsibilities contained within this job description remain compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position.