Job Description
Job Description
Description :
The Inbound Member Relationship Officer provides exemplary service to Kalsee members who initiate contact directly via remote channels for lending or membership account needs.
This role will provide members with an extraordinary experience in accordance with the credit union’s core values and cross sell to deepen member relationships and cultivate financial wellness.
1) Sales & Service :
- Provide extraordinary member service seamlessly processing all incoming member requests for lending or membership account needs that come through remote channels that are, but not limited to : phone calls, emails, online applications, internal referrals.
- Conducts thorough interviews for all member requests to uncover hidden needs and cross sell additional Kalsee products and services to deepen member relationships.
- Meets or exceeds established monthly sales goals.
- Utilize The Member Advantage Program (AID,INC) process during all member and staff interactions.
2) Operations :
- Sets up an organized system to for follow ups to all members that they have been in contact with to maintain a book of business.
- Stay up to date with knowledge on all credit union products and services.
- Maintain and grow knowledge of all Kalsee’s policies and procedures.
3) Quality :
- Ensure all quality audit requirements are met on a monthly basis to include but not limited to : call audits, loan application & documentation audits, & new account BSA audits.
- Continuously look for ways to better the efficiency of processes as well as the quality of member service.
4) Compliance :
- Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to : Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations.
- Participate in annual training as required by the BSA / OFAC Compliance Officer.
Requirements :
- Must have a High School Diploma or equivalent.
- 2 years of previous customer service experience in a fast paced, sales driven role required.
- Previous lending experience preferred.
- Must be highly organized and able to manage a high level of loan activity.
- Must be friendly, energetic, & professional.
- Excellent analytical, communication, and interpersonal skills
- Must be able to learn and use a variety of software applications such as Microsoft Office, TCI (core lending system), CU*Answers (core processing system) etc.
- Ability to multi-task by operating multiple monitors and software systems at the same time.
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