POSITION 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.

QUALIFICATIONS, SKILLS AND EXPERIENCE:

• High School graduate or equivalent.
• 6 months to 2 years of professional customer service experience, financial services experience preferred.
• Exceptional member service skills are required: Relationship focused approach, product and service knowledge, attention to detail, adherence to operational policies and procedures.
• Ability to maintain the highest degree of professionalism, even under the most trying of situation.
• Ability to work in a fast paced, relationship -building environment.
• Ability to effectively present information one-on-one and in small group situations.
• Ability to work independently, while working as part of the team.
• Ability to calculate figures and amounts such as discounts, interest, percentages and to interpret reports.
• Proficiency with a PC and PC software, demonstrated knowledge of and proficiency with MS Office Suite, Outlook, and various internet browser environments required.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION:

Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Talking: Especially where one must frequently convey detailed or important Instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motions: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate office equipment. Physical Strength: The employee is frequently required to stand and must be able to lift 30 lbs. on occasion. Working Conditions: No hazardous or significantly unpleasant conditions.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION:

Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving few variables. Mathematics Ability: Ability to perform basic math skills, use decimals to compute ratios, and percents, and to draw and interpret graphs. Language Ability: Ability to read a variety of books, magazines, instruction manuals, and online resources. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis, correct pronunciation (or sign equivalent), and variation in word order using present, perfect, and future tenses.

Please refer the Job description for details