Member Service & Referrals Specialist

7 17 Credit Union; Warren (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

7 17 Credit Union in Warren, OH is seeking a frontline associate to assist members and potential members through designated channels. You will build positive relationships, educate about Credit Union services, and refer suitable products to meet individual needs.

The role emphasizes accurate processing of transactions, strong confidentiality, and a customer-focused approach to help members achieve financial well-being.

Qualifications

• High school diploma or equivalent required.
• Direct sales or cross-sell/referral experience within the last three years.
• Bondable
• Excellent customer service and communication skills.

Responsibilities

• Handle member calls and referrals, providing superior service and selling products.
• Ensure accuracy in transactions, account operations, and balance-related tasks.
• Identify member needs and refer to appropriate Credit Union services.
• Maintain confidentiality of member information.

Skills

Customer service

Sales/referrals

Communication

Education

High school diploma or equivalent

Tools

Windows

Job description

7 17 Credit Union in Warren, OH is seeking a frontline associate to assist members and potential members through designated channels. You will build positive relationships, educate about Credit Union services, and refer suitable products to meet individual needs.

The role emphasizes accurate processing of transactions, strong confidentiality, and a customer-focused approach to help members achieve financial well-being.