Member Relations Specialist

Sep 03 2022
Job Description


Job Summary: Responsible for providing members the highest level of service, assisting them with new accounts and loans, cross-selling of products and services, completing teller transactions and branch operational tasks. Assists in the daily, weekly, and monthly planning and execution of activities and assignments to help the branch stay on target to reach its annual sales, growth, and service goals. Demonstrates commitment to quality service, professionalism, integrity, enthusiasm, respect, good work ethic, and positive attitude to achieve the highest standards of member service when performing duties and assignments.


Minimum Qualifications: Must have detailed-oriented and high standard of confidentiality/work ethics.  High school diploma or equivalent required. Must have a minimum of two (2) years related experience and/or training.  Six (6) months underwriting experience required; ability to analyze/understand credit reports and possess basic knowledge of bank underwriting.


Credit must be in good standing. Must be bondable pursuant to §713.3(b) of the NCUA’s Rules and Regulations.


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