Sr Spec, Member Service

BCU; Dyer (CA); On-site; USD 51,000 - 77,000; Full time

Job summary

BCU is seeking a results-driven Member Service & Sales Associate to analyze member needs and promote BCU products while delivering world-class service and building loyalty.

You will handle 30–50 daily member interactions via a dedicated phone queue and outbound calls, identify needs, cross-sell products, assist with onboarding in the first 90 days, and manage a shared inbox and application workflow.

Excellent communication, data analysis, and teamwork are essential to succeed in this role.

Qualifications

• High School diploma or equivalent required, college degree a plus.
• Minimum of 5 years business experience.
• Ability to collect and analyze data.
• Ability to perform multiple tasks simultaneously.
• Proficient in basic use of Windows OS, email, and the Internet.
• Excellent written and verbal interpersonal skills.
• Ability to effectively deliver a balanced sales approach of all BCU products and services.
• Demonstrated ability and experience in providing world-class customer service.
• Demonstrated experience working with teams.

Responsibilities

• Service 30-50 BR01 New Member interactions daily through a dedicated phone queue and outbound calling.
• Identify member needs and cross-sell of all BCU products and services.
• Assist with onboarding and engagement of New Members during first 90 days of membership.
• Manage a shared inbox with potential new member requests.
• Work within our New Member Application system to communicate next steps and documents needed to our referred members.
• Maintain knowledge of credit reports to evaluate credit standing and needs.
• Provide fundamental credit counseling to members when needed.
• Complete all required registrations and certifications as needed.
• Seen as a leader among the sales rep team; serve as player-coach when needed.

Skills

Communication

Needs analysis

Data analysis

Multitasking

Customer service

Education

High school diploma

Tools

Windows

Email

Internet

Job description

SALARY

This position has a base salary range of $51,200 - 76,800. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.

SUMMARY

Establish long-term relationships by performing a comprehensive needs analysis of BCU products and services, while also building member loyalty through delivering a world-class service experience.

ROLE AND RESPONSIBILITIES

1. Service 30-50 BR01 New Member interactions each day through a dedicated phone queue and outboundcalling while providing a high level of service to both new and potential members.
2. Identify member needs and cross-sell of all BCU products and services.
3. Assist with onboarding and engagement our New Members during first 90 days of membership.
4. Manage a shared inbox with potential new member requests.
5. Work within our New Member Application system to communicate next steps and documents needed toour referred members.
6. Maintain a working knowledge of credit reports to evaluate credit standing, perform needs assessment andto identify competitor buyout opportunities.
7. Provide fundamental credit counseling to members where appropriate and necessary.
8. Successfully complete all required registrations and certifications as needed.
9. Seen as a leader among the sales rep team. Can serve as a player-coach for the team when needed.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• High School diploma or equivalent required, college degree a plus.
• Minimum of 5 years business experience.
• Ability to collect and analyze data.
• Ability to perform multiple tasks simultaneously.
• Proficient in basic use of the Windows operating system, email, and the Internet.
• Excellent written and verbal interpersonal skills.
• Ability to effectively deliver a balanced sales approach of all BCU products and services.
• Demonstrated ability and experience in providing world-class customer service.
• Demonstrated experience working with teams.