Member Relationship Specialist II
Core
Part-time Member Relationship Specialist handling member inquiries, processing transactions, and providing consultative sales solutions via telephone.
Role type
part-time member relationship specialist (call center)
Builds
member relationships and customized financial product solutions
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
consultative sales, active listening, transaction processing, credit scoring, regulatory compliance, lending recommendations
Preferred skills
knowledge of consumer loan products, job-related regulations (Bank Secrecy Act, GLB, etc.)
Technologies
office management software/tools (Google suite, Slack, Microsoft Excel)
Responsibilities
triage member calls to assess needs, process member transactions (deposits, withdrawals, loans), make lending recommendations, ensure regulatory compliance, meet sales goals
Seniority
Entry-level to Mid-level, part-time