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Member Relationship Specialist

Northern Credit Union

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At a glance

Compensation
No compensation found
Location
GOUVERNEUR, NY
Work Authorization
Not specified

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Job overview

The Member Relationship Specialist delivers member relationship-building and new-account services across Northern Credit Union’s relationship center network. The role uses needs-based conversations to understand members’ financial goals, explain credit union products and services, support account openings, and connect members with appropriate teams and service channels. Northern describes itself as a member-owned financial institution and offers training, growth opportunities, and benefits for full-time employees.

Skills & qualifications

RequiredNice to have

Skills

Relationship BuildingMember ServiceActive ListeningNeeds-Based ConversationsNew Account OpeningProduct EducationOutbound CallingMember Referrals

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Tuition Assistance
Paid Time Off
401(k) Match

Full job description

Fully committed to a long term career in banking, and specifically with Northern Credit Union? If so, we are very interested in discussing a great opportunity with you! Over the past several years, Northern Credit Union has been honored to be named one of the Best Companies to Work for in NY and Best Credit Unions to Work for in the United States. We are a people-first, member-owned growing financial institution with 10 Relationship Centers. Each of our Relationship Centers are conveniently located in Jefferson, Lewis, Onondaga and St. Lawrence counties. Northern provides an opportunity enriched career environment for inspired professionals that consistently demonstrate a selfless and unwavering commitment to our culture and the success of our organization! As a premier employer, Northern offers a competitive compensation plan; an enthusiastic, team-oriented environment; exciting growth opportunities; a comprehensive training program; and an outstanding benefits package for FT Northern employees including: medical, dental, vision, life and disability, tuition assistance, paid vacations, an incredibly generous 401(K) plan, employee fitness center and much more! DescriptionPosition Objective:The Member Relationship Specialist is responsible for effectively delivering the Standard of Excellence in member relationship building and new account services in the relationship center network. Through needs-based conversations, the Member Relationship Specialist ensures member needs are met while providing efficient service that helps members with their financial goals and dreams.Essential Job Functions: 1. Establishes and retains relationships with members and potential members by providing a Standard of Excellence in every member service experience: 2. Acknowledges and greet all visitors in a courteous, friendly, timely, and professional manner while: 3. Identifying members by using personal information; 4. Builds rapport by using personalized conversation; 5. Maintains focus on the member; 6. Avoids interrupting, letting members deliver their full message before offering solutions; 7. Applies active listening skills; paraphrasing and empathizing with member concerns; 8. Asks open ended questions to better understand the members needs; 9. Adapts to the members way of being treated; 10. Consistently ensuring member applications are complete and accurate prior to completion of the interaction. 11. Demonstrates knowledge and understanding of new account openings and the conversations of products and services that lead to the most successful relationships. 12. Promotes and expands relationships by explaining benefits of credit union services such as electronic services, debit and credit cards, checking, savings and loans. 13. Initiates follow up and outbound calls with members based on Northerns goal expectations. 14. Demonstrates increased member awareness and usage of alternative, convenient service delivery channels, such as Debit and ATM programs, the Credit Unions website, Virtual Relationship Center utilization and our 24/7 lending service: 15. As a team, assists with managing traffic flow by referring members to appropriate Member Relations staff when necessary. Identifies and refers members to the appropriate teams for additional support: NFS for financial planning advice, Home Lending for mortgage referrals, Credit Solutions for concerns with late loan payments etc. 16. Demonstrates knowledge of Smart Office technology by introducing all consumer loan applicants to the Consumer Lending team for completion of all consumer lending applications. 17. Ensures the member is comfortable and understands the expectations of this process and next steps. 18. Enhances the members knowledge of services by demonstrating, educating, and explaining the use and benefits of alternative solutions such as the AIT. 19. Supports relationship c

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