Talent.com
Member Relations Specialist
Member Relations SpecialistGuardians Credit Union • West Palm Beach, FL, US
Member Relations Specialist

Member Relations Specialist

Guardians Credit Union • West Palm Beach, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Summary

Serves as Member Relations Specialist in the credit union’s Virtual Services Center, the center receiving all in-bound calls from our membership. This position is responsible for answering all member questions, while cross-selling to deepen member relationships. This position is also responsible for appropriately managing this effort while being mindful of calls in queue to be answered. This position, only when necessary and as directed, will be able to float to other branches to cover in member services when needed for appropriate operational coverage.

Bilingual Requirements :

  • Spanish fluency required
  • Ability to prioritize and multitask work with a high-level of efficiency and attention to detail
  • Ability to perform basic mathematical calculations for payments and adjustments
  • Strong communication skills, including writing and typing

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Be knowledgeable of all credit union products / services and account processing procedures relating to all deposit and loan functions.
  • Provide prompt, accurate and professional service to our members.
  • Answer member questions and investigates and corrects errors including maintenance on the data processing system.
  • Sell and open ALL credit union products / services, to increase our penetration of credit union products / services per member.
  • Develop sales leads using personal contacts, referrals, reports, etc.
  • Ensure accuracy of member account information with each member interaction.
  • Meet and / or exceed new accounts and loans goals and expectations as outlined by credit union and Member Relations Manager and / or AVP – Branch Services for product sales.
  • Participate in incentive program tied to loan product sales goals.
  • Ensure delivery of all account and loan documents to optical.
  • Review remote deposit exceptions and approve if necessary.
  • Handle all online check orders that has ordering exceptions via email.
  • Order checks for share draft accounts by phone, fax or email requests.
  • Effectively manage loan ques to prevent lost business.
  • Handle GAP / Warranty Claims questions and cancellation questions.
  • Field, manage and answer all debit and credit cards related issues.
  • Produce and provide Adverse Action notices.
  • Process ECM payments for loans.
  • Field, manage and answer all Collateral Protection Insurance questions.
  • Field, manage and answer all incoming general e-mail inquiries.
  • Assist members with initiating all Payment Assurance claims.
  • Serves as centralized processor and facilitator of any in-coming promotional offers conducted by marketing (Holiday Loan, Vacation Loan, Skip-A-Pay, etc.)
  • Conduct loan interviews and loan processing for loans by phone and assist with Internet loan processing as directed. Process and close loans by phone and online applications.
  • Order property searches, flood searches, and appraisals when appropriate.
  • Create loans on the data processing system and produce loan documents.
  • Coordinate and participate in loan closings that are able to be handled virtually.
  • Prepare reports as requested by the Virtual Member Relations Manager and / or AVP – Virtual Services.
  • Accept wire transfer requests.
  • Attend meetings and training sessions as directed.
  • Develop an understanding of credit union history and the credit union philosophy.
  • Remain knowledgeable about laws and regulations involving member service.
  • Perform other related duties as assigned.
  • Qualifications

    To perform this job successfully, an individual must be able to multi-task and perform each essential duty as described above satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education and / or experience

    High school diploma or general education degree (GED); or one to three months related experience and / or training; or equivalent combination of education and experience.

    Create a job alert for this search

    Member Specialist • West Palm Beach, FL, US

    Related jobs
    Member Services Representative

    Member Services Representative

    Planet Fitness • Boynton Beach, FL, US
    Full-time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...Show more
    Last updated: 30+ days ago • Promoted
    Financial Specialist / Teller / Universal Banker - Boynton Beach Branch

    Financial Specialist / Teller / Universal Banker - Boynton Beach Branch

    BankUnited • Boynton Beach, FL, United States
    Full-time
    Sign-on bonus of $500 to be paid after six months of continuous service.This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% clien...Show more
    Last updated: 26 days ago • Promoted
    Relationship Banker - Palm Beach South Market

    Relationship Banker - Palm Beach South Market

    Bank of America • Boynton Beach, FL, US
    Full-time
    Bank Of America Job Opportunity.At Bank Of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...Show more
    Last updated: 4 days ago • Promoted
    Membership Clerk

    Membership Clerk

    Costco Wholesale Corporation • West Palm Beach, FL, US
    Full-time
    Processes member sign ups, renewals and added cards.Instructs members and potential members about membership, warehouse and credit programs. Assists members regarding item availability.Issues replac...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Banker - Downtown Lake Worth Financial Center

    Relationship Banker - Downtown Lake Worth Financial Center

    Bank of America • Lake Worth Beach, FL, US
    Full-time
    Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Gro...Show more
    Last updated: 3 days ago • Promoted
    Relationship Banker - Canyon Town Center Financial Center

    Relationship Banker - Canyon Town Center Financial Center

    Bank of America • Boynton Beach, FL, US
    Full-time
    Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by drivi...Show more
    Last updated: 3 days ago • Promoted
    Member Services Representative (Part Time)

    Member Services Representative (Part Time)

    Planet Fitness • West Palm Beach, FL, US
    Part-time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • West Palm Beach, FL, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Associate Team Leader

    Associate Team Leader

    H&R Block • West Palm Beach, FL, US
    Full-time +1
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker Associate I (North Congress)

    Personal Banker Associate I (North Congress)

    Fifth Third Bank, N.A. • Boynton Beach, FL, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 4 days ago • Promoted
    Fashion Team Associate

    Fashion Team Associate

    Walmart • Boynton Beach, FL, US
    Full-time +1
    S Federal Hwy Boynton Beach, FL 33435-8656.Shift may start between 8 : 00am - 11 : 00am.Shift may start between 1 : 00pm - 4 : 00pm. Role summary : Fashion Team Associate.Do you enjoy helping customers figur...Show more
    Last updated: 15 days ago • Promoted
    Sales Front Desk Specialist ($21.50 / hr)

    Sales Front Desk Specialist ($21.50 / hr)

    Marriott Vacations Worldwide • Riviera Beach, FL, United States
    Full-time
    Are you looking for a place where meaningful moments are made together?.We make vacation dreams come true for travelers around the world in a supportive, friendly, and beautiful work environment.Ow...Show more
    Last updated: 1 day ago • Promoted
    Patient Engagement Specialist - 245836 (West Palm Beach)

    Patient Engagement Specialist - 245836 (West Palm Beach)

    Medix • West Palm Beach, FL, US
    Part-time
    Respond to incoming patient inquiries generated through marketing efforts, referrals, and internal databases.Conduct initial pre-screening calls to determine eligibility and schedule qualified cand...Show more
    Last updated: 1 day ago • Promoted
    Bilingual Branch Wholesale Product Specialist PT

    Bilingual Branch Wholesale Product Specialist PT

    The Sherwin-Williams Company • Riviera Beach, FL, United States
    Full-time
    This position works closely with commercial paint customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions.Wholesale Product Spe...Show more
    Last updated: 16 days ago • Promoted
    Membership Sales Ambassador Part Time

    Membership Sales Ambassador Part Time

    BJ's Wholesale Club • Boynton Beach, FL, US
    Part-time
    BJ's Wholesale Club Team Member.BJ's Wholesale Club is powered by more than 30,000 team members who make a real impact every day. Whether you're stocking shelves, solving problems or shaping strateg...Show more
    Last updated: 30+ days ago • Promoted
    Universal Banker PT / 20HR - Atlantis

    Universal Banker PT / 20HR - Atlantis

    Truist • Lake Worth, FL, US
    Full-time +1
    Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying a...Show more
    Last updated: 30+ days ago • Promoted
    Side Hustle Specialist (Evenings & Weekends)

    Side Hustle Specialist (Evenings & Weekends)

    Finance Buzz • West Palm Beach, Florida, US
    Full-time +1
    We’re seeking dependable individuals who want to build a side income alongside their full-time work.This role offers flexible tasks you can perform outside your regular job hours.You’ll be given st...Show more
    Last updated: 30+ days ago • Promoted
    Occupational Therapy Specialist

    Occupational Therapy Specialist

    Encompass Health • Riviera Beach, FL, United States
    Full-time +1
    Occupational Therapy Specialist Career Opportunity.Are you searching for a career that fulfills your passion and aligns with your commitment to community? We believe in the transformative power of ...Show more
    Last updated: 30+ days ago • Promoted