Member Relationship Specialist - Float
Company: Credit Union of Texas
Location: Plano
Posted on: January 13, 2021
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Job Description:
Member Relationship Specialist (Float) - Plano BranchPosition
Purpose and ObjectivesCurrently, 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- To "deliver an unexpected experience" by consistently
providing outstanding service to internal and external members with
every interaction.- Uncover member needs by asking questions and
provide solutions to their needs.- Proactively discuss and refer
additional products to internal partners.- Process requests for
memberships, depository accounts, loans, and account maintenance
services.- Regularly follow up with members to ensure that their
financial needs are met and uncover any additional needs they may
have.- Responsible to meet or exceed established sales and service
goals.- Remain up-to-date on current products, services, and
marketing campaigns through attending training, and remaining
familiarity of all changes and disclosures.- Remain compliant with
all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT
Act, etc as they apply to the duties of the position.- Maintain
confidentiality of member information and other sensitive
information.Positions directly supervised: N/ASpecific knowledge,
skills, and abilities required for this position: - Must be
goal-oriented- Must be service-oriented- Problem solving competence
with a strong attention to detail- Must be self-motivated to meet
required sales goals- Must have strong listening skills- Must have
strong written and verbal communication skills- Must have the
ability to multitask, prioritize, and adapt to a consistently
changing environment- Must be a TEAM player and be able to work
well in a group settingEducation: 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 PositionCATEGORYDESCRIPTIONFinger DexterityUsing primarily
just the fingers to make small movements such as typing, picking up
small objects, or pinching fingers together.GraspingUsing fingers
and palm on an object.TalkingEspecially where one must frequently
convey detailed or important instructions or ideas accurately,
loudly, or quickly. Repetitive MotionsMovements frequently and
regularly required using the wrists, hands, and/or fingers.Average
HearingAble to hear average or normal conversations and receive
ordinary information. Average Visual AbilitiesAverage, ordinary,
visual acuity necessary to prepare or inspect documents or
products, or operate machinery. Sedentary WorkWhile performing the
duties of this job, the employee will frequently talk or hear, sit,
use hands to handle or feel, and reach with hands or arms. The
employee will occasionally, stand and walk, climb or balance, and
stoup, kneel, crouch, or crawl. The employee will occasionally lift
and move up to 20 pounds.Working Conditions of this
PositionDESCRIPTIONNone. No hazardous or significantly unpleasant
conditions.Mental Activities and Requirements of this
PositionReasoning Ability: The ability to use common sense or
logic. DetailedAbility to define problems, collect data, establish
facts, and draw valid conclusions. Ability to interpret an
extensive variety of technical instructions in mathematical or
diagram form and deal with several abstract and concrete
variables.Mathematical Ability: The level of ability required to
perform math skills and operations.BasicAbility to calculate
figures and amounts such as discounts, interest, commissions,
proportions, percentages, area, circumference, and volume. Ability
to apply concepts of basic algebra and geometry.Language Ability:
The level of ability required to communicate and understand written
and oral language. TypicalAbility to use passive vocabulary of
7,000-9,000 words; read at a fast-paced rate; and define unfamiliar
words in dictionaries for meaning, spelling, and pronunciation.
Ability to write moderate to complex documents. Ability to
communicate in complex sentences, using normal word order with
present and past tenses and strong vocabulary. Ability to read,
analyze, and interpret common scientific and technical journals,
financial reports, and legal documents. Ability to respond to
common inquiries or complaints from customers, regulatory agencies,
or members of the business community. Ability to write speeches and
articles for publication that conform to prescribed style and
format. Ability to effectively present information to top
management, public groups, and/or boards of directors.
Keywords: Credit Union of Texas, Plano , Member Relationship Specialist - Float, Other , Plano, Texas
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