Member Experience Advocate

CapEd Credit Union; Meridian (ID); On-site; USD 34,000 - 46,000; Full time

Job summary

CapEd Credit Union in Meridian, ID is seeking a Member Contact Specialist to promote member financial well-being by engaging members in conversations to resolve inquiries and deepen relationships. You will handle inbound and outbound communication channels.

Responsibilities include assisting with account inquiries, maintaining knowledge of products, and ensuring a high level of service. The role emphasizes problem-solving and building member loyalty.

Qualifications

• 1–3 years of similar or related experience.
• Excellent written and verbal communication and interpersonal skills.
• Experience using computers and MS Office software at an intermediate level.

Responsibilities

• Assist members with inbound account inquiries and maintenance while listening to and addressing member needs.
• Reach out to members via video calls, online requests, and outbound retention calls to deepen relationships.
• Respond to written communication and follow up on unsatisfactory surveys to improve member relations.
• Resolve complex inquiries using policies and escalate when needed.
• Maintain knowledge of all Credit Union products, services, and promotions.
• Perform other duties as assigned.

Skills

Communication

Interpersonal skills

Computer proficiency

MS Office

Education

High School diploma or GED

Job description

CapEd Credit Union in Meridian, ID is seeking a Member Contact Specialist to promote member financial well-being by engaging members in conversations to resolve inquiries and deepen relationships. You will handle inbound and outbound communication channels.

Responsibilities include assisting with account inquiries, maintaining knowledge of products, and ensuring a high level of service. The role emphasizes problem-solving and building member loyalty.