Job TitleDeliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.Duties and ResponsibilitiesActively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.Build meaningful relationships by participating in branch promotions and community events, as assigned.Work effectively in a team environment across all organizational levels.Perform other duties as assigned.QualificationsHigh school graduate or equivalentPassion for helping people and the drive to build relationships that assist members meet financial goals.
Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration.
Must be able to lift 25 poundsCompensationSalary Pay Range: 13$49,284 - $73,391 annuallySalary Pay Range: 14$45,633 - $66,624 annuallySalary Pay Range: 15$42,254 - $60,844 annuallyBenefitsShort-term and long-term incentivesComprehensive medical, dental and vision insurance plan that has HSA and FSA options401(k) plan with a 5% matchEmployee Assistance Program (EAP)Life and disability coverageVoluntary cash benefits for accident, hospitalization and critical illnessTuition ReimbursementGenerous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid HolidaysClick here to view Global's comprehensive Benefits ProgramsEqual Opportunity Employer