Job Description
Job Description
Address : 16430 Park Ten Place, Houston, Texas 77084
Role : Provide support and assistance to members and non-members with the intention of creating an engaged member. Responsible for opening new memberships for non-members who are working with the Centralized Sales Department, Mortgage Department, Indirect, or other area that is helping the potential member secure a loan. Also responsible for making outbound calls to current members with the purpose of generating additional deposit products and an overall more engaged member.
Essential Functions & Responsibilities :
Performance Measurements :
1. Accurately and efficiently open up memberships for non-members and begin to establish relationships with members to increase core deposits.
2. Possess and maintain knowledge of all credit union products, services, policies and procedures so that they can be effectively communicated to the employees and members.
3. Making outbound sales calls via the credit union’s CRM platform.
4. Making outbound sales calls via the credit union’s CRM platform.
5. Provide financial information to members and potential members either by mail, telephone, or email.
6. Must have excellent communication skills with managers, co-workers, subordinates and members.
Knowledge and Skills :
Experience - One year to three years of similar or related experience.
Education - ( 1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Interpersonal Skills - Work involves much personal contact with others inside and / or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills - Customer service skills, detail-oriented, and must have multi-tasking abilities. Require strong written and verbal communication skills. Requires the ability to build strong relationships both inside and outside the credit union. Requires a high level of problem solving capabilities as well as curiosity, self-motivation and adaptability. Requires creativity and innovation for finding new and more efficient ways of doing things. Requires excellent time management skills and the ability to schedule work activities so deadlines are met and goals are accomplished in a timely and organized manner. Requires exceptional attention to detail. Requires strong work ethics and the ability to work with a fast-paced team.
Physical Requirements - While performing the duties of the job, the employee is regularly required to :
Membership Advisor • Houston, TX, US