Member Experience Specialist — Banking & Service

We Florida Financial; Town of Florida (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

We Florida Financial is seeking a Member Specialist to handle member interactions via phone, e-mail, chat, and text, using product knowledge to provide top-tier service. The role requires meeting sales goals, processing transactions, and maintaining confidential member information.

You will collaborate with multiple departments to resolve issues and promote WEFF products. The position is based in Pembroke Pines, FL, with an hourly wage of $20.00–$25.00 and standard banking procedures.

Qualifications

• College preferred
• High school level language, math, and reasoning skills
• Two years' experience in a related field with equal responsibilities
• Formal training should be supplemented with continuing internal and external education and self-development programs

Responsibilities

• Meeting established sales goals for WEFF products and services
• Producing sales referrals for new accounts and loans as assigned
• Process member account inquiries and respond to member problems via incoming calls
• Assist in maintaining membership records confidentially
• Adhere to WEFF Empowerment Matrix and service guidelines
• Follow security procedures and protect confidential data
• Possess knowledge of all deposit/loan products and services
• Refer members to appropriate departments as required
• Cross-sell products/services when appropriate
• Reconcile/balance daily work

Job description

We Florida Financial is seeking a Member Specialist to handle member interactions via phone, e-mail, chat, and text, using product knowledge to provide top-tier service. The role requires meeting sales goals, processing transactions, and maintaining confidential member information.

You will collaborate with multiple departments to resolve issues and promote WEFF products. The position is based in Pembroke Pines, FL, with an hourly wage of $20.00–$25.00 and standard banking procedures.