Member Experience & Lending Specialist

Kalsee Credit Union; Michigan; On-site; USD 38,000 - 46,000; Full time

Job summary

Kalsee Credit Union seeks an Inbound Member Relationship Officer in Michigan to deliver exceptional remote service for lending and membership needs. You will drive cross-sell opportunities and help members achieve financial wellness in line with our values.

Responsibilities include handling requests via phone, email, and online channels, maintaining proactive follow-ups, and staying current on products and compliance. Strong communication and teamwork are essential.

Qualifications

• 2 years of customer service experience in a fast paced, sales driven environment.
• Excellent analytical, communication, and interpersonal skills.
• Ability to multi-task across multiple monitors and software systems.

Responsibilities

• Provide extraordinary member service and process all remote lending or membership requests.
• Conduct thorough interviews to uncover needs and cross-sell products.
• Meet or exceed monthly sales goals and maintain follow-up for a book of business.
• Ensure quality audits and regulatory compliance are followed.

Skills

Customer service

Communication

Organization

Sales

Education

High School Diploma or equivalent

Tools

Microsoft Office

TCI (core lending system)

CU*Answers (core processing system)

Job description

Kalsee Credit Union seeks an Inbound Member Relationship Officer in Michigan to deliver exceptional remote service for lending and membership needs. You will drive cross-sell opportunities and help members achieve financial wellness in line with our values.

Responsibilities include handling requests via phone, email, and online channels, maintaining proactive follow-ups, and staying current on products and compliance. Strong communication and teamwork are essential.