Senior Member Relationship Specialist II

All One Credit Union; Worcester (MA); Sur place; USD 27 000 - 34 000; Plein temps

Résumé du poste

All One Credit Union in Worcester, MA seeks a seasoned Member Relationship Representative II to cultivate and grow member relationships while delivering exceptional service. You will handle needs-based conversations, process banking transactions, and coordinate referrals to product specialists as needed.

The role emphasizes maintaining product knowledge, achieving sales and service goals, and participating in branch operations in a fast-paced environment.

Qualifications

• High School diploma or equivalent required.
• Must be registered with NMLS.
• Strong interpersonal and communication skills to engage members.

Responsabilités

• Deliver exceptional member experience at the branch.
• Deepen relationships through needs-based conversations.
• Meet and exceed member service and sales goals.
• Assist members with product/service needs and referrals to specialists.
• Process member requests such as account openings, loan applications, and transactions.
• Support branch operations and security/compliance policies.
• Maintain knowledge of products to cross-sell opportunities.

Connaissances

Interpersonal communication

Sales skills

Organizational skills

Problem solving

Customer service

Formation

High School diploma or equivalent

NMLS registration

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

Description du poste

All One Credit Union in Worcester, MA seeks a seasoned Member Relationship Representative II to cultivate and grow member relationships while delivering exceptional service. You will handle needs-based conversations, process banking transactions, and coordinate referrals to product specialists as needed.

The role emphasizes maintaining product knowledge, achieving sales and service goals, and participating in branch operations in a fast-paced environment.