Credit Union seeking a Member Services Specialist in DC!This Jobot Consulting Job is hosted by: Alicia Blake
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $20 - $23 per hour
A bit about us:Building on a tradition of excellence we serve employees, volunteers, and the families of the Department of Interior. We provide financial wellness through our commitment to customer service and a dedication to provide world-class products and services from banking, lending, insurance, and investments.
Why join us?Comprehensive benefits package which includes a pension plan AND 401k retirement plan with employer matching, education assistance, health, dental, vision, prescription drug, life insurance and AD&D, short- and long-term disability, PTO, discounts on loans and many free services.
Job DetailsThis is a contract to perm opportunity responsible for assisting members and potential members with their financial needs (via any member channel, i.e., phone, email, internet applications, tickets, chats), opens new accounts, takes loan applications, processes
account transactions, resolves problems, and provides assistance and information regarding products and
services. You will make business Development calls by contacting members and offering Credit Union products and
services to add value to the member's overall financial experience by championing the Credit Union's mission,
vision, and core values. You will assist the tellers as needed.
What you will do:
- Assists members via phone, chat, email with financial transactions, opening and closing accounts, and applying for and
closing loans. Answers questions about products and services and resolves problems that are
within their authority to resolve through the internet and email, and through mail/fax.
- Identify, sell, cross-sell opportunities and actively cross-sells products/services to members. Makes
outbound calls as needed to meet sales goals.
- Ensures appropriate records are maintained and
required reports are prepared.
- Follows all security and compliance policies and procedures.
- Actively seeks opportunities through outbound sales phone calls to enhance knowledge of
products and services as well as member needs and notify members of opportunities available to
them through the Credit Union.
- Supports the Marketing & Business Development Team events.
- Provides support to the Training department with various projects and administrative
responsibilities. Produces reports, platform administrator and schedules training
- Acts as liaison between members and various departments. Conducts thorough research to
trouble-shoot member issues and questions. Follows through on research and provides resolution
to members within company standards.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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