Member Relationship Specialist

Position Purpose and Objectives

Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs.

Major Duties and Essential Functions

1. To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction.


2. Uncover member needs by asking questions and provide solutions to their needs.


3. Proactively discuss and refer additional products to internal partners.


4. Process requests for memberships, depository accounts, loans, and account maintenance services.


5. Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have.


6. Responsible for meeting or exceeding established sales and service goals.


7. Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar of all changes and disclosures.


8. Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position.


9. Maintain confidentiality of member information and other sensitive information.

Positions directly supervised:  N/A

Specific knowledge, skills, and abilities required for this position:

1. Must be goal-oriented


2. Must be service-oriented


3. Problem solving competence with a strong attention to detail


4. Must be self-motivated to meet required sales goals


5. Must have strong listening skills


6. Must have strong written and verbal communication skills


7. Must have the ability to multitask, prioritize, and adapt to a consistently changing environment


8. Must be a TEAM player and be able to work well in a group setting

Education:  High school diploma or general education degree (GED)          

Experience:  Minimum 1-2 years or more of similar or related experience.              

Physical Activities and Requirements of this Position

Working Conditions of this Position

Mental Activities and Requirements of this Position

Compliance requirement

The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position

Disclaimer

The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.