Credit Union of Texas
Member Relationship Specialist
Credit Union of Texas, The Colony, Texas, United States, 75056
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
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. Must have strong listening skills. Must have strong written and verbal communication skills. Must have the ability to multitask, prioritize, and adapt to a consistently changing environment. Must be a TEAM player and be able to work well in a group setting. Education
High school diploma or general education degree (GED). Experience
Minimum 1-2 years or more of similar or related experience. Physical Activities and Requirements of this Position
Finger Dexterity – Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping – Using fingers and palm on an object. Talking – Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions – Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing – Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities – Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary Work – While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds. Working Conditions of this Position
None. No hazardous or significantly unpleasant conditions. Compliance Requirement
The responsibilities contained within this job description remains 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.
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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
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. Must have strong listening skills. Must have strong written and verbal communication skills. Must have the ability to multitask, prioritize, and adapt to a consistently changing environment. Must be a TEAM player and be able to work well in a group setting. Education
High school diploma or general education degree (GED). Experience
Minimum 1-2 years or more of similar or related experience. Physical Activities and Requirements of this Position
Finger Dexterity – Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping – Using fingers and palm on an object. Talking – Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions – Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing – Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities – Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary Work – While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 20 pounds. Working Conditions of this Position
None. No hazardous or significantly unpleasant conditions. Compliance Requirement
The responsibilities contained within this job description remains 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.
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