Universal Membership Specialist (FT) Job at Nassau Financial Federal Credit Union
This role will be responsible for effectively developing and maintaining a financial relationship with our members. This includes identifying member inquiries and providing account resolution and solutions matched to member needs, by building relationships to determine their needs. To provide a product and/or service solution to help meet the member’s need in a professional, prompt and efficient manner. Overall, responsible for exceeding credit union goals. This position will be a hybrid of remote and in-branch work environment.
Job Details:
Job Details:
- To deliver service consistent with our Service Promises.
- Strive for one call resolution and execute best practices in accordance with call monitoring score sheet.
- Exceed all established Minimum Acceptable Performance Standards to attain sales goals covering member acquisition, new checking accounts, Loan production, cross sell, and insurance related policies. Build multi product relationships with each member to increase loyalty factor.
- Cross sell appropriate products suited to member’s profile and confirmed thru needs -based questions to attain sales goals covering member acquisition, new checking accounts, loan production, cross sell, and insurance related policies. Build multi product relationships with each member to increase loyalty factor.
- Possess proficient product knowledge as measured by the annual product knowledge certification assessment.
- Responsible for facilitating account opening inquiries & the opening of new accounts to existing members via the telephone, verifying and obtaining proper documentation. Distribution of the appropriate disclosures through the mail in order to comply with regulatory guidelines.
- Effectively communicate with members through video in a professional and engaging manner, following ITM teller protocol by walking members through their transaction, explaining transaction prompts, answering any questions while remaining on the screen throughout the session.
- Respond appropriately, accurately and timely to member questions and requests.
- Responsible for properly maintaining and processing share and consumer loan applications from all delivery channels through our core processing software in an efficient and timely manner.
- Performs functions related to the ITM Teller when necessary to meet the needs of the Credit Union and its members.
- Possess knowledge in Lending and Home Equities.
- Work in branch and Contact Center.
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