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Member Relationship Specialist

Company: Golden 1 Credit Union
Location: Citrus Heights
Posted on: February 15, 2018

Job Description:

GENERAL DESCRIPTION:

The Member Relationship Specialist is responsible for assisting Golden 1 members and potential members with various financial needs and services. The ideal candidate will proactively engage with members as a trusted advisor in helping to achieve their financial goals in a consultative fashion. They will work with branch leadership to consistently improve in an effort to provide unmatched and exceptional member service. As a member advocate, they will work with cross-functional stakeholders throughout the organization to provide a seamless service experience. They are adept at listening and partnering with members to provide solutions that match their needs.

TASKS, DUTIES, FUNCTIONS:



  • Develop plans and goals to maintain focus on deepening relationships with members.
  • Engage with members and consumers to identify and uncover needs and provide solutions that will enhance each member's financial wellness.
  • Recognize and refer opportunities to appropriate internal service specialists as needed (i.e., Home Loans, Financial Services, etc.)
  • Foster a positive and engaging work environment by inspiring others through words and actions and embracing our mission, vision and core values.
  • Results-orientated; including a willingness to take on any task required to meet or exceed all team goals and objectives.
  • Desire to take the initiative to identify, investigate and resolve complex member issues, including operational and support situations.
  • Communicate effectively with branch leadership and back office departments.
  • Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
  • Maintain a working knowledge of Golden 1 policies and procedures to ensure compliance.
  • Willingness and flexibility in taking on new responsibilities as business requires.
  • Willingness to assist in staffing other areas of the branch as needed.
  • Available to work weekends and/or extended hours required to run the business, including special events as they occur.
  • May be required to become a Notary Public and perform Notary services as needed.
  • Successful completion of required curriculum as appropriate to role.


    PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:



    • Effective oral and written communication skills required to ensure an exceptional member experience.
    • Must possess sufficient manual dexterity to skillfully operate an online computer terminal and other standard office equipment, such as financial calculators, personal computer, and telephone.


      ORGANIZATIONAL CONTACTS & RELATIONSHIPS:



      • INTERNAL: Branch and back office support
      • EXTERNAL: Members, non-members and peers in financial institutions


        QUALIFICATIONS:



        • EDUCATION: Completed high school curriculum. College business courses desired.
        • EXPERIENCE: 2 years previous retail experience interacting with consumers. Cash handling experience desired.

        • KNOWLEDGE/SKILLS:



        • Ability to work as part of a team.
        • Reliable work attendance.
        • Professionalism in verbal and written communication.
        • Knowledge of California Credit Union Law and Regulations.
        • Comfortable with and willingness to learn and master new and emerging banking technology.
        • Bilingual and multilingual a plus


          PHYSICAL REQUIREMENTS:



          • Must be able to frequently move about the branch to accomplish tasks.
          • Prolonged standing throughout the workday at times.
          • Corrected vision within the normal range.
          • Hearing within normal range. A device to enhance hearing will be provided if needed.
          • Ability to lift 30 lbs. as may be required.
          • Occasional travel required for attendance at meetings and/or training.


            Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

            Keywords: Golden 1 Credit Union, Sacramento, Member Relationship Specialist, Other, Citrus Heights, California

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