Member Experience & Onboarding Specialist

EdFed; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid Birthday

Paid Holidays

Paid Sick and Personal Time

Paid Vacation

Tuition Reimbursement

401K (with matching funds) and CU\u00a

Job summary

EdFed is seeking a Member Engagement Specialist to manage member onboarding, surveys, and engagement initiatives across Retail channels. You will handle welcome calls, activation of dormant accounts, and proactive outreach to deepen relationships with credit union products and services.

You will develop member surveys, summarize insights for leadership, and support social media content and marketing activities while ensuring compliance with BSA policies and required training.

Qualifications

• 3-5 years: Prior experience in a similar field.
• Compliance with BSA policies and required training.

Responsibilities

• Serve as primary contact for member onboarding, surveys, and service recovery.
• Process new account applications and conduct welcome calls.
• Develop member surveys and focus groups to enhance experience.
• Prepare manager-level reporting on member feedback across channels.
• Perform activation calls for dormant members and promote CU products.
• Follow up on member concerns via calls or emails.
• Create and support member engagement initiatives and outcall programs.
• Resolve escalations through collaboration with other departments.
• Participate in employee focus groups and end-user testing.
• Assist with social media content creation and other marketing duties.

Skills

Communication skills

Critical thinking

Team collaboration

Social media content creation

Education

High School or better

Associates or better

Job description

EdFed is seeking a Member Engagement Specialist to manage member onboarding, surveys, and engagement initiatives across Retail channels. You will handle welcome calls, activation of dormant accounts, and proactive outreach to deepen relationships with credit union products and services.

You will develop member surveys, summarize insights for leadership, and support social media content and marketing activities while ensuring compliance with BSA policies and required training.