Job Summary: This position is the first contact point for all member related questions, requests, and concerns. A Member Experience Manager must become knowledgeable in all areas of Credit Union operations to deliver exc…
Skills: Customer Service, Problem Solving, Active Listening, Communication Skills, Attention To Detail
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$13/hr–$20/hr
Full-time
Posted 28d ago
~40 hrs/week
Responsibilities
Serve as the primary contact for member inquiries, resolving account issues and offering appropriate financial products. Perform operational tasks related to deposit accounts while ensuring compliance with credit union policies and regulations.
Requirements
Candidates must possess strong interpersonal skills, professionalism, and the ability to use multiple software tools simultaneously. A satisfactory background check and drug test are required for employment.
Full job description
Job Summary:This position is thefirst contact point for all member related questions, requests, and concerns. A Member Experience Manager must become knowledgeable in all areas of Credit Union operations to deliver exceptional service, build relationships, and resolve any issues in a friendly and efficient manner.
Essential Duties and Responsibilities:
Answering phone calls and written questions, concerns, and complaints regarding member accounts.
Evaluate the needs of both current and potential members to offer appropriate financial products and services.
Perform all operational tasks and functions regarding member deposit accounts.
Understand all lending services/products and maintain a working knowledge.
Maintain compliance with credit union policies as well as all state and federal regulations.
Adheres to all internal controls and security procedures.
Perform any other duties if assigned.
Interpersonal Skills
Professionalism, tact and diplomacy are essential elements of the job. Must be able to collaborate. Social Skills. Problem solving.
Other skills
Active listener. Must have excellent and clear communication skills. Must have a strong attention to detail and a strong character.
Comfortable working in a technolocy-driven environment, including call systems, CRM software, and internal platforms.
Ability to answer, document, an manage member interactions using multiple software tools simultaneously.
Strong keyboaridng and data entry skills with attention to detail.
Southwest Heritage Credit Union is an Equal Opportunity Employer and offers a drug free work environment.
Satisfactory Background check and drug testing a condition of employment.
Related keywords
Credit UnionMember ExperienceFinancial ProductsDeposit AccountsLending ServicesComplianceInternal ControlsCRMCall SystemsData EntryCustomer Support
To be the kind of place where our employees love to come to work and our members love to come and visit.
Industry
Banking
Company size
51-200 employees
Founded
1949
Headquarters
Odessa, Texas
LinkedIn followers
112
SOUTHWEST HERITAGE CREDIT UNION is a banking company based out of PO Box 4898, Odessa, Texas, United States.
Offices: 4100 N Faudree Rd, Odessa, Texas 79765, US · PO Box 4898, Odessa, Texas 79760, US · 2809 JBS Pkwy, Odessa, Texas 79762, US · 930 W University Blvd, Odessa, Texas 79763, US · 309 Hendricks Blvd, Wink, Texas 79789, US
To be the kind of place where our employees love to come to work and our members love to come and visit.
Industry
Banking
Company size
51-200 employees
Founded
1949
Headquarters
Odessa, Texas
LinkedIn followers
112
SOUTHWEST HERITAGE CREDIT UNION is a banking company based out of PO Box 4898, Odessa, Texas, United States.
Offices: 4100 N Faudree Rd, Odessa, Texas 79765, US · PO Box 4898, Odessa, Texas 79760, US · 2809 JBS Pkwy, Odessa, Texas 79762, US · 930 W University Blvd, Odessa, Texas 79763, US · 309 Hendricks Blvd, Wink, Texas 79789, US