What are the responsibilities and job description for the Member Experience Specialist position at SOUTHWEST HERITAGE CREDIT UNION?
Job Summary: This position is the first contact point for all member related questions, requests, and concerns. A Member Experience Manager must become knowledgeable in all areas of Credit Union operations to deliver exceptional service, build relationships, and resolve any issues in a friendly and efficient manner.
Essential Duties And Responsibilities
Satisfactory Background check and drug testing a condition of employment.
Essential Duties And Responsibilities
- Answering phone calls and written questions, concerns, and complaints regarding member accounts.
- Evaluate the needs of both current and potential members to offer appropriate financial products and services.
- Perform all operational tasks and functions regarding member deposit accounts.
- Understand all lending services/products and maintain a working knowledge.
- Maintain compliance with credit union policies as well as all state and federal regulations.
- Adheres to all internal controls and security procedures.
- Perform any other duties if assigned.
- Professionalism, tact and diplomacy are essential elements of the job. Must be able to collaborate. Social Skills. Problem solving.
- Active listener. Must have excellent and clear communication skills. Must have a strong attention to detail and a strong character.
- Comfortable working in a technolocy-driven environment, including call systems, CRM software, and internal platforms.
- Ability to answer, document, an manage member interactions using multiple software tools simultaneously.
- Strong keyboaridng and data entry skills with attention to detail.
Satisfactory Background check and drug testing a condition of employment.