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Member Relationship Specialist - Float

Company: Credit Union Texas
Location: Plano
Posted on: May 3, 2021

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 FunctionsTo "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-orientedMust be service-orientedProblem solving competence with a strong attention to detailMust be self-motivated to meet required sales goalsMust have strong listening skillsMust have strong written and verbal communication skillsMust have the ability to multitask, prioritize, and adapt to a consistently changing environmentMust 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 Texas, Plano , Member Relationship Specialist - Float, Other , Plano, Texas

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