Member Care Specialist

Meriwest Credit Union; San Jose (CA); Presencial; USD 34.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/Dental/Vision on the first day

Long Term Care Insurance

Pension Plan/401K

Bonus and incentive potential

Generous PTO/Holiday program

Career growth support and planning

In-house fitness center

Mortgage discounts after 6 months

Descripción de la vacante

Meriwest Credit Union in San Jose, CA is seeking a Member Care Specialist to provide personalized member service and advise on financial products to meet goals. This full-time on-site role emphasizes relationship-building across channels including phone, email, and web.

The position requires a minimum of one year in customer service and sales, plus banking knowledge and strong communication skills. Saturday rotation and on-site presence are required. A comprehensive benefits program is offered.

Formación

• Minimum one year of customer service and sales experience.
• Prior banking or financial services experience preferred.
• Experience in a high-volume call center preferred.
• Requires a high school degree or equivalent.
• Must be on-site 100% with Saturday rotation as assigned.
• Ability to deliver superior service and advise on member needs.
• Knowledge of financial products and compliance requirements.

Responsabilidades

• Provide personalized service to members across channels.
• Advise on how to use products and services to meet goals.
• Meet defined service level targets for response and wait times.
• Ensure adherence to risk and compliance expectations.
• Assist members via phone, email, web, and fax to build relationships.
• Recommend additional products and services to deepen relationships.
• Contribute to achieving individual and team goals.
• Support sales referral generation.

Conocimientos

Customer service

Sales experience

Consultative selling

Banking knowledge

Communication

NMLS license

Call center experience

Educación

High school diploma or equivalent

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Care Specialist

Full-Time Regular Corporate, San Jose, CA, US

3 days ago Requisition ID: 1943

Member Care Center

Position Summary:

The Member Care Specialist provides personalized service to members, advising on company products and services to meet financial goals. This role involves assisting members through various channels to attract, deepen, and retain relationships, focusing on a positive member experience.

Essential Duties and Responsibilities:

• Provide personalized service to members with a wide variety of services.
• Advise members on how to utilize company products and services to meet personal financial goals.
• Strive to achieve various service level agreements, including response time, call time, and wait time through various member channels.
• Ensure adherence to risk and compliance expectations.
• Assist members through various channels (phone, email, web, fax) to attract, deepen, and retain member relationships
• Make recommendations for additional products and services to deepen member relationships.
• Participate in and be held accountable for the attainment of individual and department/organizational goals.
• Contribute to sales referral production.

Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Please note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Due to the responsibilities and requirements of this position, remote work (telecommuting), including hybrid schedules, is not supported. This role requires 100 percent on-site presence. Duties, responsibilities and activities may change at any time with or without notice.

Minimum Qualifications:

• Minimum one year of customer service and sales experience, required.
• Prior banking or financial services experience, preferred.
• Prior experience in a high-volume call center, preferred
• A high school degree or equivalent.
• This position is 100% on-site, must be able to participate in Saturday rotation schedule as assigned.
• Ability to provide a high level of superior service for our members by listening and taking action on their initial request.
• Broad knowledge of, and practical experience with, financial institution operating areas, functions, products and services and the laws and regulations that apply to the credit union.
• Demonstrated experience in consultative selling techniques.
• Demonstrates the ability to achieve results related to service level agreements, sales, and operations.
• Demonstrates the ability to advise, provide member services, and achieve relationship sales objectives by anticipating and understanding member’s needs and recommending products that will benefit them.
• Detailed oriented, excellent organization, verbal, and written communication skills.
• This position requires that you obtain, and maintain, a National Mortgage Licensing System (NMLS) number as required by SAFE Act.
• Verifiable job history showing stability, consistency, dependability, and accountability.

Do you want to be valued as an employee?

Employees are Meriwest’s most valuable resource. We are committed to removing barriers to access and enhancing opportunities for all individuals based on merit and potential. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Member Care Specialist position is a Grade 6.

• Target Range: $24.99 to $31.24*

*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.

We also offer an excellent, fully comprehensive benefits program, including:

• Medical/Dental/Vision on the first day of employment for full-time employees
• Free Long Term Care Insurance for employees
• Pension Plan/401K
• Bonus and incentive potential
• Generous Paid Time Off (PTO)/Holiday program
• Career growth support and planning programs
• In-house fitness center
• Discounts on new Mortgage after 6 months of employment

Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.