Member Engagement Specialist

Description

SUMMARY DESCRIPTION

The position is performed via the phone and in-person involving contacting members, local businesses, and the Denver Water community in order to discuss and grow credit union products.  

CORE COMPETENCIES

• Make outbound calls as requested with provided current member information
• Promote and Cross-sell credit union products- including loan referrals
• Must be able to work some evenings and weekends to support local business development. 
• Work from Denver Water branch to help members with questions, concerns, loan closings, and all other ASR transactions.
• Must be able to meet product quotas monthly.
• Perform all other duties as requested
• Understands the Partner Branch Goals.
• Understands the Partner Sales Philosophy.
• Understand the Members Relationship Cycle and the importance of retaining members.
• Demonstrates a high level of product and service expertise.
• See the “Big Picture” of member retention and organization growth.
• Offer alternatives to members and create “win-win” situations.
• Identify solutions and do the right thing, making sound decisions in resolving account problems and issues.
• Serve the members’ timely, always going the extra mile to make experience fulfilling and satisfying for the member.
• Understands current business and industry trends.
• Refer loan applications and submit for approval. Review and explain documentation to the member including term, interest rates, payment, insurance, etc. 
• Ensure that all loan documents are prepared and accurate prior to the closing of the loan.
• Be prompt and always follow through with members’ either verbal or otherwise.
• Be aware of competition weaknesses- use to credit union’s advantage.
• Meet the training requirements per month either on-line, attending classes, one on one training, taking on-line compliance/product knowledge courses and test.
• Responsible for meeting established monthly loan goals.
• Adheres to all policies of the credit union.

Requirements

KNOWLEDGE, SKILL AND ABILITY

• Effective and efficient communication skills.  
• Ability to diffuse irate members, listen to and answer questions members are attempting to ask, but do not know how to phrase accurately. 
• Ability to work on projects in between phone calls without compromising quality of either function.
• Ability to identify competitors’ strengths and weaknesses, and uses the information in selling products.
• Displays product and service knowledge, using effective selling techniques.
• Displays positive and upbeat attitude within department with regard to sales goals.
• Proactively seeks training to upgrade both knowledge and technique.
• Be a self-starter and have the ability to work in a one employee branch.
• Displays proficiency in the use of technical systems.

EDUCATION OR FORMAL TRAINING

High school diploma or equivalent

EXPERIENCE

One-year outstanding experience in customer service field.

One-year goal and sales-oriented engrossment.

COMPENSATION & BENEFITS

Starting hourly rate - $20.00 depending on experience

Being a part of Partner Colorado CU has its benefits. We offer valuable benefits designed for you, your family, and your life. Our plans are cost-effective, convenient and provide ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. There is a potential for Annual Performance Bonus, Medical Plans, Dental, Vision, HSA, 401(k) match, Life/AD&D, Accident, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Identity Theft, Paid Time Off, Paid Holidays, Personal and Professional Development.

WORKING ENVIRONMENT

The physical demand described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth vision, and the ability to adjust focus. 

• Effective and efficient communication skills.  
• Ability to identify competitors’ strengths and weaknesses, and uses the information in selling products.
• Displays product and service knowledge, using effective selling techniques.
• Displays positive and upbeat attitude within department with regard to sales goals.
• Proactively seeks training to upgrade both knowledge and technique.
• Displays proficiency in the use of technical systems.

Salary : $20