Member Relationship Specialist II
Core
Part-time call center specialist building relationships with members and potential members to provide consultative service and customized financial solutions.
Role type
Member Relationship Specialist (Call Center)
Builds
Member relationships and customized product/service 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
3+ years customer service/sales/banking experience, knowledge of job-related regulations (Regulation E, GLBA)
Technologies
Google Suite, Slack, Microsoft Excel
Responsibilities
Triage member calls to assess needs, process transactions (deposits, withdrawals, loans), make lending recommendations, ensure regulatory compliance, meet sales goals
Seniority
Entry-level to Mid-level, hands-on IC