Overview
Position: Member Relationship Specialist. The role assists new and potential members in identifying membership and lending needs and delivering solutions to their financial needs.
Responsibilities
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.
Meet or exceed established sales and service goals.
Stay up to date on current products, services, and marketing campaigns through training and awareness of all changes and disclosures.
Maintain compliance with all financial regulations including BSA, OFAC, Reg CC, USA PATRIOT Act, as they apply to the duties of the position.
Maintain confidentiality of member information and other sensitive information.
Supervision Positions directly supervised: N/A
Knowledge, Skills, and Abilities
Must be goal-oriented
Must be service-oriented
Problem solving competence with strong attention to detail
Self-motivated to meet required sales goals
Strong listening skills
Strong written and verbal communication skills
Ability to multitask, prioritize, and adapt to a consistently changing environment
Team player and ability 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
Finger Dexterity: Using fingers to type, pick up small objects, or pinch movements.
Grasping: Using fingers and palm on an object.
Talking: Ability to convey detailed or important instructions or ideas clearly.
Repetitive Motions: Frequent movements of wrists, hands, and/or fingers.
Average Hearing: Ability to hear normal conversations and information.
Average Visual Abilities: Visual acuity to prepare or inspect documents or operate equipment.
Sedentary Work: Sit, use hands, and reach with arms; may occasionally stand, walk, climb or balance; may lift up to 20 pounds.
Working Conditions None. No hazardous or significantly unpleasant conditions.
Mental Activities and Requirements
Reasoning Ability: Ability to use common sense or logic to define problems, collect data, establish facts, and draw valid conclusions.
Mathematical Ability: Ability to perform basic math, including discounts, interest, commissions, proportions, percentages, area, and volume.
Language Ability: Ability to communicate and understand written and oral language; read, analyze, and interpret complex documents; respond to inquiries or complaints; write clear documents and presentations.
Compliance The responsibilities 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.
Disclaimer The information in this job description is intended to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary by department or assignment. The essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.
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Responsibilities
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.
Meet or exceed established sales and service goals.
Stay up to date on current products, services, and marketing campaigns through training and awareness of all changes and disclosures.
Maintain compliance with all financial regulations including BSA, OFAC, Reg CC, USA PATRIOT Act, as they apply to the duties of the position.
Maintain confidentiality of member information and other sensitive information.
Supervision Positions directly supervised: N/A
Knowledge, Skills, and Abilities
Must be goal-oriented
Must be service-oriented
Problem solving competence with strong attention to detail
Self-motivated to meet required sales goals
Strong listening skills
Strong written and verbal communication skills
Ability to multitask, prioritize, and adapt to a consistently changing environment
Team player and ability 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
Finger Dexterity: Using fingers to type, pick up small objects, or pinch movements.
Grasping: Using fingers and palm on an object.
Talking: Ability to convey detailed or important instructions or ideas clearly.
Repetitive Motions: Frequent movements of wrists, hands, and/or fingers.
Average Hearing: Ability to hear normal conversations and information.
Average Visual Abilities: Visual acuity to prepare or inspect documents or operate equipment.
Sedentary Work: Sit, use hands, and reach with arms; may occasionally stand, walk, climb or balance; may lift up to 20 pounds.
Working Conditions None. No hazardous or significantly unpleasant conditions.
Mental Activities and Requirements
Reasoning Ability: Ability to use common sense or logic to define problems, collect data, establish facts, and draw valid conclusions.
Mathematical Ability: Ability to perform basic math, including discounts, interest, commissions, proportions, percentages, area, and volume.
Language Ability: Ability to communicate and understand written and oral language; read, analyze, and interpret complex documents; respond to inquiries or complaints; write clear documents and presentations.
Compliance The responsibilities 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.
Disclaimer The information in this job description is intended to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary by department or assignment. The essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.
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