Our client in the Twin Cities Metro area has an immediate need for a Member Connections Specialist in their location on the West side of the City. This role is a contract to hire position, with fantastic benefits available upon conversion! Our client strongly encourages internal movement and wants individuals who are excited to grow their careers.
This is a team focused, highly communicative, customer service oriented organization you could be joining! This individual will interact with all areas of the organization. Their main focus will be providing member service and engagement through phone calls and electronic forms of communication.
Serve members by providing service and information in a pleasant, professional, and efficient manner via telephone and electronic services, i.e. Live Chat, Email.
Accurately process member transaction and service requests.
Assist and educate members with selecting the products and services that best meet their needs and recommend other complementary services to provide member satisfaction, increase product penetration, and promote the credit union.
Provide timely responses for account inquiries, member questions and member research requests.
Conduct follow-up and outbound calls to members/potential members in a professional and timely manner.
Possess a basic understanding of financial institution regulations and how they apply to the credit union.
Exercise discretion, judgment, and initiative regarding transaction problems and inquiries.
Research and resolve discrepancies for self, and assist others. Report any discrepancies to the supervisor as necessary.
Establish new member relationships by following procedures and established qualification guidelines.
Analyze credit report to identify financial needs and educate the member on our products and services to best help them with their needs.
High School degree required with Associates or bachelor's degree preferred.
1 to 2 years' prior credit union/banking or call center experience.
Proven superior customer/member service skills including ability to cross-sell services and products.