Member Engagement Specialist – Weekend Support

Commonwealth Credit Union; Kentucky; Remote; USD 34,000 - 51,000; Full time

Job summary

Commonwealth Credit Union in Kentucky is seeking a motivated Member Engagement Representative to handle a wide range of member communications and deliver exceptional service. You will use CRM software to track interactions and document follow up, while protecting member information according to security guidelines.

The role emphasizes building relationships with members, referring new memberships, accounts and loans, and leveraging product knowledge to meet financial needs.

Qualifications

• Ability to handle inbound and outbound communication.
• Protect member information following guidelines.
• Knowledge of products and services to recommend to members.

Responsibilities

• Staying readily available for incoming communications.
• Following established guidelines to protect the security of our members' information.
• Proficiently using software for communication tracking and member documentation and follow up.
• Establishing relationships with internal and external members and striving to provide exceptional service.
• Meeting Credit Union standards for referring new memberships, checking accounts and loans.
• Displaying knowledge of products and services and offering recommendations to members to meet their financial needs.

Skills

Communication

Customer service

CRM software

Tools

CRM software

Job description

Commonwealth Credit Union in Kentucky is seeking a motivated Member Engagement Representative to handle a wide range of member communications and deliver exceptional service. You will use CRM software to track interactions and document follow up, while protecting member information according to security guidelines.

The role emphasizes building relationships with members, referring new memberships, accounts and loans, and leveraging product knowledge to meet financial needs.