Member Outreach Specialist

SECU Maryland Opens Doors; Linthicum (MD); On-site; USD 50,000 - 70,000; Full time

Job summary

SECU Maryland Opens Doors is seeking a Member Outreach Specialist who will primarily conduct outbound calls to SECU members, enhancing relationships and recommending products. Although mostly remote, local candidates are required to come into the Linthicum, MD office occasionally. Ideal candidates should have a Bachelor’s degree and at least 3 years of experience in retail banking with a focus on sales and relationship management.

The role requires excellent communication skills, adaptability to change, and a strong foundation in lending practices. SECU values diversity and is committed to creating an inclusive workforce.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 3+ years' experience in retail banking with proven performance.
• Deep experience in lending and outbound sales calling.

Responsibilities

• Conduct outbound calling efforts to support SECU membership.
• Manage inbound and outbound call volume on campaigns.
• Facilitate member onboarding follow-ups via outbound calling.

Skills

Relationship building

Goal attainment

Communication

Coaching in retail banking

Lending experience

Outbound sales calling

Education

Bachelor’s degree or equivalent experience

Job description

What you will do:

SECU is seeking a Member Outreach Specialist. Although this position is mostly remote, the person will need to come into our Linthicum, MD Headquarters a few times per quarter, so only local candidates will be considered. The Member Outreach Specialist is responsible for outbound calling efforts with SECU membership in support of all business product lines. The Member Outreach Specialist will conduct consultative conversations with SECU’s field of membership to identify and recommend SECU products and services to develop mutually beneficial relationships. Although outbound calling will be the primary job function, this individual may also be responsible for managing both inbound and outbound call volume as needed on a campaign basis. This individual serves as the primary facilitator of member onboarding follow-ups and other outreach efforts via outbound calling. This individual may be responsible for assisting members in opening additional products, such as deposit accounts or consumer loans, as well as helping to set appointments and driving business with our Financial Centers, Lending, Business, and SECU Financial Partners teams. The Member Outreach Specialist is also responsible for connecting with our membership in the method in which they prefer, whether it is by phone, email, or virtual connection. The Member Outreach Specialist has a thorough knowledge of SECU’s products and services and is accountable for their behaviors and results while upholding SECU’s Code of Conduct. Compensation for this position will be weighed heavily on goal attainment and the ability to achieve agreed upon performance targets. We are a transforming organization and expect this position to continue to evolve in breadth and scope as we grow and deepen our members’ relationship with SECU.

The Member Outreach Specialist adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security.

What we need from you:

Education and Experience Requirements

• Bachelor’s degree or equivalent experience preferred
• 3+ years' experience with proven performance in relationship building, goal attainment, and coaching in retail banking sector preferred
• Must have deep experience in lending and outbound sales calling.
• Clearly communicates information, thoughts and ideas in a clear, concise and organized manner
• Relates comfortably with people across levels, functions, culture, and geography
• Possesses a clear understanding of strengths, limitations, emotions, beliefs, and motivations of self and others
• Maintains composure and effectiveness when experiencing major changes in work tasks or the work environment
• Adjusts effectively to work within new work structures, processes, requirements, or cultures

SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law.