Member Specialist

Job Description

Job Description

Purpose : The primary function of this job is to provide outstanding service to members via phone, e-mail, chat, and text by fully using job-relevant technical skills, maintaining / updating technical skills, and seeking to enhance service skills. This position requires the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.

Required Core Position Functions

• Responsible for meeting established sales goals for WEFF products and services
• Responsible for producing sales referrals for new accounts and loans as assigned
• Process member account inquiries and respond to member problems via incoming calls
• Assist in maintaining membership records confidentially
• Effectively utilize WEFF Empowerment Matrix
• Follow WEFF’s service guidelines
• Follow established security procedures
• Possess thorough knowledge of all deposit / loan products and services
• Accurately explain Credit Union products / services to members
• Refer members to appropriate departments as required
• Adhere to established work environment maintenance standards
• Perform specific and delegated duties as assigned by management

Required Basic Functions

Essential Intermediate Functions

Essential Advanced Functions

Job Qualifications : Knowledge of :

Ability to :

Education / Experience