Member Experience & Financial Solutions Specialist

Valley First a division of Tru Cooperative Bank; Clovis (CA); On-site; USD 30,000 - 37,000; Full time

Job summary

Valley First Credit Union in Clovis, CA is seeking a Member Experience Specialist to expand member relationships through consultative selling of our products and services. You will build relationships, engage members, and educate them about Valley First Credit Union's offerings while following the 2-2-2 approach for loans and new accounts.

The role requires 2-4 years of customer service experience, strong communication, and a team-oriented mindset.

Qualifications

• 2-4 years of customer service experience
• Ability to troubleshoot digital technologies
• Strong decision making
• Professional, dependable and flexible
• Excellent interpersonal and communication skills
• Knowledge of credit union products and services
• Ability to meet sales and service goals

Responsibilities

• Expand member relationships using consultative behaviors on loans and new accounts
• Provide loan applications and process them after reviewing background information
• Open and manage various accounts and assist with deposits, transfers and statements
• Follow policies to ensure compliance and prevent losses
• Deliver exceptional member service with professionalism and courtesy
• Educate members about credit union products and services and assist with ITM usage

Skills

Customer service

Sales / cross-selling

Communication skills

Relationship building

Problem-solving

Tools

ITM

Synapsys

Job description

Valley First Credit Union in Clovis, CA is seeking a Member Experience Specialist to expand member relationships through consultative selling of our products and services. You will build relationships, engage members, and educate them about Valley First Credit Union's offerings while following the 2-2-2 approach for loans and new accounts.

The role requires 2-4 years of customer service experience, strong communication, and a team-oriented mindset.