Credit Union Member Relationship Specialist II
Core
Member Relationship Specialist handling member inquiries, processing transactions, and providing consultative sales solutions via telephone for a credit union.
Role type
Member Relationship Specialist (Call Center)
Builds
Member relationships and customized financial product solutions
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Lending experience, knowledge of consumer loan products, active listening, transaction processing, credit scoring, regulatory compliance knowledge
Preferred skills
Knowledge of various job-related regulations (e.g., Bank Secrecy Act, Regulation E, Gramm-Leach-Bliley Act)
Technologies
Google suite, Slack, Microsoft Excel
Responsibilities
Triage member calls to assess needs, process member transactions (deposits, withdrawals, loan payments, applications), make lending recommendations or decisions, ensure compliance with laws and regulations, meet sales goals
Seniority
Entry-level to Mid-level, hands-on IC