Member Services & Referrals Specialist

810 Seven Seventeen Credit Union Inc; Warren (OH); On-site; USD 32,000 - 40,000; Full time

Job summary

810 Seven Seventeen Credit Union Inc in Warren, OH, seeks a friendly Member Service/Sales Associate to greet members, handle transactions, and educate them about accounts and services. You will verify identities, process transfers and loan information, and refer suitable products to meet members' financial goals, while delivering accurate, courteous service in a fast-paced environment.

Results-driven attitude, teamwork, and adherence to security guidelines are essential, with opportunities for

Qualifications

• High school diploma or equivalent.
• Direct sales or cross sale/referral experience within the last three years or completion of the current Credit Union sponsored sales/referral training.
• Strong customer service orientation with the ability to build rapport and trust.

Responsibilities

• Provide superior member service and refer/sell appropriate credit union products and services.
• Handle numerous account transactions and core banking duties accurately and efficiently.
• Identify callers, verify identity using prescribed security questions, and determine nature of the member's business.
• Educate members about membership eligibility, accounts, and available services.
• Maintain high accuracy in processing transactions and meet productivity and referral goals.
• Assist with member surveys, event reservations, and forwarding follow-up as needed.

Skills

Customer service

Sales/referrals

Communication

Time management

Problem solving

Interpersonal skills

Attention to detail

Education

High school diploma or equivalent

Job description

810 Seven Seventeen Credit Union Inc in Warren, OH, seeks a friendly Member Service/Sales Associate to greet members, handle transactions, and educate them about accounts and services. You will verify identities, process transfers and loan information, and refer suitable products to meet members' financial goals, while delivering accurate, courteous service in a fast-paced environment.

Results-driven attitude, teamwork, and adherence to security guidelines are essential, with opportunities for