Credit Union Member Relationship Specialist II
Core
Building and fostering relationships with members and potential members via a fast-paced call center to provide consultative service, process transactions, and make lending recommendations.
Role type
Member Relationship Specialist (Call Center)
Builds
Member relationships and customized financial solutions
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Consultative sales, active listening, transaction processing, credit scoring, regulatory compliance knowledge
Preferred skills
Lending experience, knowledge of consumer loan products, multi-tasking in sales environment
Technologies
Office management software (Google Suite, Slack, Microsoft Excel)
Responsibilities
Triage member calls to assess needs, process deposits/withdrawals/loan applications, make lending recommendations, ensure regulatory compliance, meet sales goals
Seniority
Entry-level to Mid-level, hands-on IC