What are the responsibilities and job description for the Member Outreach Specialist position at REV Federal Credit Union?
Duties & Responsibilities
Assumes responsibility for being a REV ambassador through outbound contact efforts:
Assumes responsibilities for related duties as required or assigned.
Education/Certification & Experience
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Assumes responsibility for being a REV ambassador through outbound contact efforts:
- 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.
- Assist 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.
- Drives service utilization by educating members on products benefits.
- Drive member digital engagement by promoting self-service functionality.
- 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.
- Meet and exceed member and team member service level agreement standards.
- Reports 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.
Assumes responsibilities for related duties as required or assigned.
Education/Certification & Experience
- High school diploma or equivalent
- Two (2) years of experience in a sales environment
- 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.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)