Member Experience & Growth Specialist

Neighbors Federal Credit Union; Baton Rouge (LA); On-site; USD 40,000 - 46,000; Full time

Job summary

Neighbors Federal Credit Union in the Baton Rouge area is seeking a Member Service Representative. The role focuses on delivering superior financial services to current and potential members, building relationships and driving sales and service goals across branches.

Responsibilities include handling new accounts, lending inquiries, and problem resolution while maintaining knowledge of products and regulatory requirements.

Qualifications

• High School diploma or equivalent required; college degree or some college coursework completed preferred.
• Two years' experience with a strong emphasis on member service experience in a credit union or other financial institution preferred.

Responsibilities

• Represent the credit union to members in a courteous, professional manner.
• Contribute to the fulfillment of branch and credit union sales and service goals.
• Make proactive contacts to existing and prospective members.
• Identify and expand the members' products per household (share of wallet).
• Deliver consultative member experience to uncover needs relating to members personal financial goals. Make product and service recommendations based on those needs.
• Profile existing and prospective members to identify needs in order to provide sound financial information to recommend financial planning services and make referrals to business lines when appropriate.
• Evaluate the credit worthiness of members in regards to approval of various credit union products and services.
• Support branch performance plan designed to increase member loyalty resulting in a world class Net Promotor Score.
• Provide informed, accurate professional, friendly service and support to all internal and external members.
• Perpetuate an atmosphere of teamwork in the branch through the demonstration of support of Neighbors, its strategic plan and the individual branch goals.
• Assist management in balancing ITMs and Recycler.
• Comply with all regulatory issues.
• Maintain knowledge of and comply with regulatory requirements such as the Bank Secrecy Act and credit union security protocols as it relates to this position.
• Perform other duties and responsibilities as required or assigned by management.

Skills

Customer service

Sales

Communication

Teamwork

Attention to detail

Multi-tasking

Education

High School diploma

Job description

Neighbors Federal Credit Union in the Baton Rouge area is seeking a Member Service Representative. The role focuses on delivering superior financial services to current and potential members, building relationships and driving sales and service goals across branches.

Responsibilities include handling new accounts, lending inquiries, and problem resolution while maintaining knowledge of products and regulatory requirements.